- Avid Reader
- I enjoy helping others and giving back to the community
- Food Tourism
- I like working with my hands and fixing things
- Music
- Enjoy hobbies that combine physical activity with outdoor exploration
- High-Intensity Interval Training
- Gardening
- Yoga
- Interior Design
- Fashion and Style
- Adventure Travel
- Personal Development and Self-Improvement
- Polymer Clay Earring Customized Jewelry
Rebekah Carpenter
Lake Crystal
Summary
Financial professional with expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential
06.2024 - Current
- Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educate clients on various financial matters and providing professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Establish new client relationships by conducting thorough needs assessments during initial consultations.
- Maintain open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Work closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Cultivating and strengthening relationships with new clients and educating clients on account services and capabilities.
Financial Services Professional
Bankers Life Insurance
02.2023 - 05.2024
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
- Participated in continuous professional development programs to stay current with industry trends and best practices.
- Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
- Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Owner
Carpenter Cleaning & Repair LLC
02.2017 - 02.2023
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Achieved greater levels of cleanliness through regular communication with clients regarding their specific needs and expectations.
- Hired, Trained, and managed a high-performing team of employees dedicated to achieving the highest level of customer service.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Improved facility cleanliness by developing and implementing effective janitorial procedures.
- Handled equipment, chemicals, and materials properly and with caution.
- Hand-dusted and wiped down office furniture, fixtures, and window sills to keep areas clean and comfortable.
- Emptied trashcans and transported waste to collection areas.
- Delivered quality customer service to address urgent needs and cleaning requests.
- Organized and used industrial cleaning products following strict safety procedures.
- Worked alongside other cleaners to complete jobs in corporate office buildings.
- Ordered and stocked cleaning supplies based on current workload and upcoming jobs.
- Demonstrated versatility in meeting the unique demands of diverse clientele across residential, commercial, and industrial settings.
- Streamlined inventory management, ensuring that necessary supplies were always available for assigned tasks.
- Disinfected bathrooms and removed mold from shower stalls and bathtubs.
- Assisted homeowner with laundry folding, ironing and pressing.
- Arranged for extra bedding, linens, towels, and furniture to satisfy guests.
Retail Store Manager
Dressbarn
08.2016 - 12.2019
- Oversaw daily operations, ensuring smooth workflow while adhering to company policies and procedures.
- Maintained visual merchandising standards to create an engaging shopping experience for customers.
- Trained and managed associates in customer service and sales techniques.
- Assisted store manager in meeting standards for customer service and quality.
- Collaborated with Store Manager to analyze sales data, identify trends, and develop targeted action plans.
- Enhanced customer satisfaction by resolving conflicts, addressing concerns, and providing exceptional service.
- Improved store sales by implementing effective merchandising strategies and optimizing floor layouts.
- Answered questions about store policies and addressed customer concerns.
- Supervised cash handling procedures to minimize discrepancies and prevent theft or fraud incidents within the store premises.
- Implemented safety protocols for staff and customers alike, maintaining a secure retail environment at all times.
- Elevated overall customer experience by actively seeking feedback and swiftly addressing areas requiring improvement.
- Streamlined inventory management with organized stockrooms and accurate recordkeeping.
- Handled customer service by dealing with complaints, organizing stock and answering customer questions.
- Maintained, cleaned and organized store to provide positive shopping experience for customers and inspiring workplace for team members.
Receptionist
Waletich Transportation
07.2014 - 03.2016
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Managed multiple tasks and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Assisted with onboarding new cemployees and securing paperwork completion.
- Assisted with planning office events and meetings for smooth execution.
- Maintained visitor log for entering and leaving facility for security purposes.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Enhanced financial accuracy with thorough verification of invoices against purchase orders and contracts.
- Managed expense report processing, verifying receipts for accuracy and compliance with company policies before reimbursement.
- Assisted in month-end closing procedures, contributing to accurate financial reporting for stakeholders.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
Insurance Agent
Bankers Life & Casualty Insurance
01.2014 - 06.2014
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Mail Control Sort
Brown Printing
11.2010 - 12.2013
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Made sure that products were produced on time and are of good quality.
- Inspected final products to assess compliance with quality standards and established tolerances.
- Operated complex machinery efficiently while adhering to all safety guidelines set forth by the company and regulatory agencies.
- Assembled products according to changing daily work orders and specific customer needs.
- Documented production information via daily system logs and discussed issues with management.
- Mentored new hires on company policies, standard operating procedures, and specific job responsibilities to foster a supportive work environment.
- Improved product quality by adhering to strict quality control measures, conducting inspections, and promptly addressing any issues.
- Coordinated with shipping departments to ensure timely delivery of finished goods to customers, thereby enhancing overall customer satisfaction.
- Increased workplace safety by following established protocols, identifying potential hazards, and conducting safety trainings for team members.
- Assembled products to meet production requirements and daily established quotas.
- Followed safety protocols and utilized OSHA-approved PPE to foster safe working environment.
- Collaborated with team members to meet production deadlines.
Cashier
Panera Bread
09.2009 - 07.2010
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Operated various kitchen equipment safely such as grills, ovens, fryers, and mixers for optimal results in meal preparation.
- Maintained a clean and organized workspace, ensuring compliance with health and safety guidelines.
- Enhanced food presentation by skillfully assembling dishes and garnishes.
- Collaborated with team members to ensure timely completion of orders during high-volume periods.
Education
Associate of Arts - Liberal Arts And Sciences
South Central Technical College
North Mankato, MN05-2012
High School Diploma -
East High School
Mankato, MN06-2010
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Critical thinking
- Attention to detail
- Sales and marketing
- Risk assessment
- Client relations
- Insurance planning
- Estate planning
- Customer service
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – Minnesota Department of Insurance.
- Series 66 License - North American Securities Administrators Association and FINRA.
Interests
Timeline
Financial Advisor
Prudential
06.2024 - Current
Financial Services Professional
Bankers Life Insurance
02.2023 - 05.2024
Owner
Carpenter Cleaning & Repair LLC
02.2017 - 02.2023
Retail Store Manager
Dressbarn
08.2016 - 12.2019
Receptionist
Waletich Transportation
07.2014 - 03.2016
Insurance Agent
Bankers Life & Casualty Insurance
01.2014 - 06.2014
Mail Control Sort
Brown Printing
11.2010 - 12.2013
Cashier
Panera Bread
09.2009 - 07.2010
Associate of Arts - Liberal Arts And Sciences
South Central Technical College
High School Diploma -
East High School
Similar Profiles
Aaron ButlerAaron Butler
Short Term Disability Claims Examiner at PrudentialShort Term Disability Claims Examiner at Prudential
SHUBASHINNI A/P BALOOSHUBASHINNI A/P BALOO
Agent at PrudentialAgent at Prudential
RINA CAIRINA CAI
Telemarketer at PrudentialTelemarketer at Prudential