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Roderick L. Roberts 9301 Crescent Loop Cir Apt 309 - Tampa, FL 33619 – 352.346.5270 – [email protected] “Ambition, Motivation, and Drive” OBJECTIVE: To obtain a position in customer service/sales that allows me to utilize my interpersonal skills to create customer satisfaction for every client and be a positive contribution to the organization. EDUCATION: Bachelor of Science in Business Administration Graduated - May 2009 Major: Business Management Florida State University; Tallahassee, FL Associate of Arts Degree Graduated - April 2007 Major: Business Administration Tallahassee Community College; Tallahassee, FL PROFESSIONAL EXPERIENCE: AIG Financial Network; Tampa, FL June 2013 - Current Financial Representative Provides clients with advice on their most sensitive financial matters on ways to best utilize their money Manage an insurance agency of 250+ policies while providing a high level of customer service Conducts in-depth reviews of clients’ past, current, and future financial circumstances Develops and design financial strategies for clients’ life and retirement portfolios Kuhn Honda-VW; Tampa, FL Nov 2012 – May 2013 Sales Consultant Initiated contact to follow up, set meetings & appointments, and managed sales utilizing CRM tools Provided face-to-face consulting & shared professional knowledge to insure that informed decisions were made Adjusted products and services to fit the customer’s exact needs, desires, and expectations

Financial Representative Roderick Roberts' Resume

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Roderick is currently a Financial Representative with AIG Financial Network.

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Page 1: Financial Representative Roderick Roberts' Resume

Roderick L. Roberts9301 Crescent Loop Cir Apt 309 - Tampa, FL 33619 – 352.346.5270 – [email protected]

“Ambition, Motivation, and Drive”

OBJECTIVE:

To obtain a position in customer service/sales that allows me to utilize my interpersonal skills to create customer satisfaction for every client and be a positive contribution to the organization.

EDUCATION:

Bachelor of Science in Business Administration Graduated - May 2009Major: Business Management Florida State University; Tallahassee, FL

Associate of Arts Degree Graduated - April 2007Major: Business AdministrationTallahassee Community College; Tallahassee, FL

PROFESSIONAL EXPERIENCE:

AIG Financial Network; Tampa, FL June 2013 - CurrentFinancial Representative Provides clients with advice on their most sensitive financial matters on ways to best utilize their money Manage an insurance agency of 250+ policies while providing a high level of customer service Conducts in-depth reviews of clients’ past, current, and future financial circumstances Develops and design financial strategies for clients’ life and retirement portfolios

Kuhn Honda-VW; Tampa, FL Nov 2012 – May 2013Sales Consultant Initiated contact to follow up, set meetings & appointments, and managed sales utilizing CRM tools Provided face-to-face consulting & shared professional knowledge to insure that informed decisions were made Adjusted products and services to fit the customer’s exact needs, desires, and expectations Performed thorough product presentations for clients in assisting in decision making

City of Tallahassee; Tallahassee, FL June 2011 – Aug 2012Customer Account Specialist II Maintained and analyze customer account information using Customer Information System; PeopleSoft Prepared correspondence for account balances, adjustments, and pursuit of non-payment Developed processes and procedures to improve and enhance the efficiency of customer service department Coordinated the collection of delinquent balances, processing of credit and billing arrangements

Capital Eurocars; Tallahassee, FL July 2009 – June 2011Sales Advisor Provided excellent customer service and built long lasting relationships with clients Initiated contact to follow up, set meetings & appointments, and managed sales utilizing CRM tools Provided face-to-face consulting & shared professional knowledge to insure that informed decisions were made Adjusted products and services to fit the customer’s exact needs, desires, and expectations

SKILLS & ACTIVITIES:

Advanced in Access, Excel, Microsoft Word, PowerPoint, and Internet Research Electronic Document Management System (EDMS) certified Strong written/verbal communication skills Strong phone and prospecting skills

Page 2: Financial Representative Roderick Roberts' Resume

Roderick L. Roberts9301 Crescent Loop Cir Apt 309 - Tampa, FL 33619 – 352.346.5270 – [email protected]

Former member of the varsity football team at Florida State University 2-15 Life, Health, and Variable Annuities licensed agent