1. Address
712 Apple Blossom Ct.
Kimberly, WI 54136
Timothy B. Henn
Contact
(920) 372-2119
Tnhenn2@gmail.com
Objective
To apply my expertise as a Financial Representative and Sales Process Advisor while utilizing
my skills in case analysis and product knowledge in order to continue progressing in a leadership
position within an organization.
Career Highlights
• Developed Complementary Leads to Advice program in Financial Advice Center in 2014
• Achieved Series 7 & 65 Security Licenses and Health Insurance License within first four
months of employment with Thrivent Financial
• Participated in a Continuous Improvement Project to improve the member connection
lead process to help create better opportunities for the field
• Collaborated with marketing specialist to create call lists for Financial Advice Center
resulting in opportunities to increase production
• Performed the responsibilities of Interim Manager while Advice Manager assumed a
temporary role in the field
Professional Experience
Thrivent Financial
Sales Process Advisor-Training and Development
2011 – Present
• Primary responsibilities include delivering all learning and development needs for
representatives in the Financial Advice Center.
• Duties include executing on-board training for new Financial Advice Center
Complementary, Advice, and Medicare Supplement Representatives, conducting call
reviews and lead-focused training to address issues capitalizing on opportunities for
performance improvement, and working closely with FAC leadership to identify and
execute activities to drive results.
Thrivent Financial
Financial Representative-Financial Advice Center
2008 – 2011
• Primary responsibilities include providing all facets of financial needs for members.
Duties include providing a financial snapshot for families and individuals.
• This would include Life and Health Insurance, investments, and retirement planning.
• Other responsibilities include death claims, brokerage services, and retention of contracts.
Responsible for service needs to maintain contracts in good standing for members.
• All services are used to develop a personal relationship with each person or family in
order for them to become long-term, engaged members.

2. J.P. Morgan Chase Bank
Personal Banker
2007 – 2008
• Primary responsibilities include providing all facets of banking needs for customers.
• Duties include opening all new accounts, investment sales and rollovers, real estate and
personal loans, and all savings vehicles.
• Also provide other convenience needs including debit and credit cards, direct deposits,
overdraft protection, wire transfers, and pre-authorized transfers.
• All services are provided to develop a business relationship with each person or family in
order for them to become long-term customers.
Card Payment Solutions
Executive Sales Manager
2006 – 2007
• Primary responsibilities included developing solutions for small businesses to increase
and maximize sales by the usage of credit card machines.
• Offered a complete range of banking and other financial services to corporations,
businesses, and individuals on a global scale.
The Home Depot, Inc.
Store Manager
2004-2006
• Primary responsibilities included all facets of running the store including monitoring P &
L, managing and coaching 125 store associates, making personnel decisions, creating and
improving processes to ensure store efficiencies, and providing and inspiring outstanding
service to customers.
• Responsibilities included merchandising and maintenance of 10 sales departments and 5
operation departments.
Education
University of Wisconsin-Oshkosh
Oshkosh, WI
Bachelor of Business Administration
Major: Finance
Minor: Economics
Licenses and Designations
Series 6, 7, 63, 65 Securities
Life and Health Insurances
FIC, ChFC, RICP, CASL