Elisabeth T Carver

Address Not Published Online
Carbon, Indiana 47837

Home: Phone Not Published Online
Cell: Cell Not Published Online
indyhousepro AT yahoo DOT com

Objective

My career objective is to continue providing excellent customer service and to treat each customer as a unique individual instead of just another number. I am currently aspiring to rejuvinate my B2B skills and providing pruducts and services to enhance Business Owners' bottom line in a cost effective manner.

Skills

Excellent communication. Face to face and over the phone.
Sales to individuals and B2B
Problem solving.
Supervision of others.
Goal setting.
Cost saving.
Time management.
Attention to detail.
Performance reporting.
Implementing mathamatical knowledge when needed.
Good Listener.
Data entry.
Typing.
Writing.
Digital Photography.
Client servicing.
Upselling products.
Filing.
Computer knowledge: Microsoft Office, Word, Excel,Contact Manager, Publisher,Powerpoint.
E mailing.
Downloading files/pics, attaching to e mails or printing for hard copy mailings.


Experience

Indy House Pro, Carbon, Indiana, Office Manager, Present - 2004
Managing In Home Office.(Spouse's Business) Answering client calls. Setting appointments. Asking for future business. Requesting referrals. Compiling completed job reports. Downloading job photos to PC. Backing up completed jobs and photos to CD. Invoicing clients. Compiling expense reports for tax purposes. Providing necessary info to accountant. E mailing vendors/clients. Marketing.

Walnut Street Securities/National Planning Corp., Greencastle, Indiana, Independent Financial Representative, March,2000 - December 2008
On site and Home Office Based. Prospecting new clients. B2B sales-retirement planning Profiling new and existing cleints. Financial planning. Cross selling and/ or up selling financial products and services. Maintaining client files. Utilizing computer software for product presentation, setting up new accounts, client maintenance. Relationship management.

American Fletcher National Bank/Bank One/JP Morgan Chase., Indianapolis, Indiana, CSR/Asst Mangr,Branch Mangr.,Investment Team Leader., November 1979 - March 2000
Customer Service. Product sales. B2B sales. Lending. Commercial account obtainment/retention. Customer retention. Goal setting. Supervision of others. Team Management. Branch security, client confidentialty. Opening new accounts. Lending. Investment Services. Implement ongoing employee training. Advancement assistance with employees.


Education

North Central High School, Indianapolis, Indiana, High School Diploma, June 1977

Additional Education Courses

Managing Others For Positive Results.
Number Speed Reading.
Life Insurance Courses Fixed and Variable.
Securities Industry Courses.

Current Licenses Held

Indiana Life License.
Series 7, 6 & 63.

Awards

Bank One Indiana Top Producer Award
Million Dollar Round Table Recepient
American Funds Top Producer Award
Shriner's Organization Customer Education Award.
One Group Family of Funds Leadership Award.
Recognized Member of The Indiana Network Estate Planning Professionals, Inc.

References Available Upon Request