Teress Baldwin
Director Of Branch Operations / Associate at Dipaola Financial Group
- Role
- Arise Certified Professional at Arise
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Arise Certified Professional
Jan 2011 — Present
Liaison with top Fortune 500 and other large companies to communicate and advertise new innovative platform of virtual resources to improve business operations effiency. • Manage accounts for billing purposes and made payment arrangements• Built trust and rapport with customers who had grievances and maintained superior customer satisfaction.• Increase revenue by selling customers new lines of business and making referrals’ for products.
Education
Lehman College
Bachelor’s Degree, Business Administration – Finance
2010 — 2014
Skills
- Life Insurance
- Management
- Strategic Planning
- Microsoft Pivot Tables
- Estate Planning
- 401k Rollovers
- Microsoft Office
- Sales
- Estate Conversion
- Retirement Planning
- Notary Public
- Project Management
- Sales Force Development
- Microsoft Excel
- Microsoft V-Look Up Tool
- Asset Protection
- Customer Service
- Microsoft Word
- Team Leadership
- Real Estate License
- Training
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