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Timothy B Henn Resume 2016
- 1. Address 712 Apple BlossomCt. 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 ChaseBank 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