Tonnette Rising
Highly skilled professional with extensive experience providing confidential, high-touch service to diverse client segments.
- Role
- Investment & Planning Operations Associate at Northwestern Mutual
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Tonnette Rising
We partner with agents and advisors that want a competitive edge when brokering their Life, Annuity, Disability and Long Term Care cases. Hancock Brokerage offers our advisors unlimited resources helping place deferred comp, buy-sell, and professional athlete cases, just to name a few. We’ve been around for more than 20 years so we’ve seen a little bit of everything.Our extensive product knowledge on a variety of carriers allows us to educate advisors on the most efficient ways to approach their clients & teach them how to introduce insurance as a key component of comprehensive financial planning. We pride ourselves on our attention to detail which is key to negotiating underwriting offers and strategizing product solutions to make sure your client is paired with the right carrier.
Experience
Investment & Planning Operations Associate
Oct 2019 — Present
Manages all client relations after point of sale, including gathering confidential onboarding details, preparing and sending necessary forms, account opening, etc, while ensuring 100% compliance with industry regulations Forges and maintains solid and healthy client relationships by providing high touch customer service, increasing company reputation and client retentionDe-escalates, assesses & resolves initial customer service inquiries daily, maximizing client satisfaction and experience
Education
Louisiana State University
BA, Mass Communications- Public Relations
2005 — 2008
Skills
- Community Outreach
- Community Development
- Leadership
- Press Releases
- Research
- Public Relations
- Marketing
- Strategic Planning
- Nonprofits
- Fundraising
- Marketing Strategy
- Corporate Communications
- Microsoft Office
- Public Speaking
- Event Management
- Customer Service
- Social Media
- Financial Planning
- Editing
- Newsletters
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