Tekoa Harris

4 year financial professional that is passionate about assisting and educating others to reach their financial goals through planning, goal setting and self-directed options.

Role
Brokerage Associate at Charles Schwab
Location
Carmel, IN, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Tekoa Harris

A highly skilled professional who excels in business administrations to simplify concepts into workable implementation processes for the workforce. Seeking a Benefits Administrating position within human resources management. Proven ability to provide customer service to internal and external customers. Specializing in health and wellness benefits and compensation benefit packages. What I can offer my next employment opportunity is my passion, work experiences, education, skills and leadership style. I am a highly ethical professional that believes that leadership is their to serve the internal customers as well as the external customers. My definition of leadership is that \"I will serve you.\" I strongly believe in uplifting, empowering, transforming, encouraging, building up one another and being selfless. As a leader, we are the one to step up to plate and go to bat for our employees or team. That means: training, coaching, mentoring, be inspiring, encouraging, good listener, communicating effectively, recognizing their accomplishments and being trustworthy. Once a employee sees that in their leader, they to will set up to the plate and go to bat for their leader. That means: their work performance. PERSONAL ACCOMPLISHMENTS IN WORKFORCE • Over 10 years of experience in explaining healthcare benefits and compensation packages to employees. • Over 10 years of experience in workplace training, developing, mentoring and coaching of employees. • Over 10 years of experience in customer service and working with public, employees and various levels of management. • Thorough knowledge of federal and state governing laws, rules and regulations, pending laws and fraud, waste and abuse. • Proven ability to master complex regulatory and mandated theories and practices to break them down into workable objectives and implementation processes. • Thorough knowledge of statistical data and conceptual modeling systems. • Skillful in preparing and delivering presentations to internal and external customers. • Skillful at creating job aids to simplify understandings of main key concepts. • Advance experience with Microsoft Office Suite. • Exceptional analytical and problem-solving skills. • Excellent written and verbal communication skills, including public speaking and presenting. • Ability to manage multiple projects and priorities at the same time while meeting deadlines. • Leadership skills with the proven ability to motivate a team.

Experience

  1. Brokerage Associate

    Charles Schwab

    May 2022 — Present · IN, US

    Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. • Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. • Developing and designing personal development growth plans for future career endeavors.

Education

  • Keller Graduate School of Management of DeVry University

    Master's degree, Business Administration and Management, General, 3.47

    2016 — 2018

  • Keller Graduate School of Management of DeVry University

    Master's degree, Human Resources Management and Services, 3.57

  • DeVry University

    Bachelor's degree, Technical Management with concentration of Human Resource Management, 3.67

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Tekoa Harris — Brokerage Associate at Charles Schwab in Carmel, IN, US | Unifers