Elizabeth Mino
Laguna Niguel
Summary
Dynamic individual with hands-on experience in customer relations and onboarding and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Onboarding Coordinator
Northwestern Mutual
11.2022 - Current
- Collaborate with recruiters and training team to onboard newly hired financial representatives over a 4-8-week span
- Conduct weekly check-in meetings to ensure new hires are on track to pass state insurance exams and complete additional company trainings
- Create smooth onboarding processes to help new hires adjust to company policies, procedures and processes
- Work closely with new hires, answering questions and addressing various concerns during onboarding process
Associate Financial Representative
Northwestern Mutual
02.2017 - Current
- Guide clients through the insurance application and underwriting process
- Exercise confidentiality and discretion with sensitive client information
- Oversee and manage multiple complex calendars
- Train newly hired support staff by reviewing and practicing company programs and systems
- Prepare materials and reports for advisors to use in client meetings to promote sales and financial recommendations
- Correspond professionally and effectively with clients to answer questions and service accounts
Executive Assistant - Client Relations
Northwestern Mutual
10.2015 - 02.2017
- Maintained, organized, and electronically logged client files
- Created prospecting lists for advisor to use to prompt client referrals
- Ran basic insurance ledgers for client meetings
- Screened calls and emails and responded accordingly to support executive correspondence
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data
Education
B.A. - International Relations
Syracuse University
05-2015
Skills
- Cross-functional teamwork
- Performance tracking
- Organizational development
- Training and mentoring
Certification
- Financial Industry Regulatory Authority (FINRA) Series 6 & 63
- California and Massachusetts State Insurance Licenses - Life and Accident/Health
Volunteer Committees
- Participates in company fundraisers for non-profit organization, Alex's Lemonade Stand
Timeline
Onboarding Coordinator
Northwestern Mutual
11.2022 - Current
Associate Financial Representative
Northwestern Mutual
02.2017 - Current
Executive Assistant - Client Relations
Northwestern Mutual
10.2015 - 02.2017
B.A. - International Relations
Syracuse University
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