Jodie Alford
Rocky Mount
Summary
Dedicated Annuity Specialist with strong portfolio management and customer service skills. Expertise in analyzing client needs and optimizing investment strategies to enhance financial planning outcomes.
Overview
30
30
years of professional experience
Work History
Annuity Specialist
Self-employeed
Rocky Mount, NC
10.2017 - Current
- Educated clients on annuity features, benefits, and risks to enhance understanding.
- Analyzed client needs to recommend appropriate annuity products.
- Managed comprehensive portfolio reviews to optimize client investment strategies.
- Built strong relationships with insurance carriers, ensuring timely and accurate processing of annuity applications.
- Coordinated with financial institutions to facilitate timely transaction processing.
- Provided exceptional customer service, addressing client concerns and maintaining long-term relationships.
Director
Sylvan Learning Center
Rocky Mount, NC
01.1997 - 04.2013
- Led strategic initiatives to enhance student engagement and retention
- Developed and implemented innovative curriculum programs to meet diverse learning needs
- Analyzed performance metrics to drive operational efficiency and improve educational outcomes
- Oversaw training and development of staff, fostering a culture of continuous improvement
- Collaborated with community stakeholders to expand program offerings and partnerships
- Directed budget planning and resource allocation to optimize center operations
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
ESL Instructor
Nash Community College
Rocky Mount, NC
01.2010 - 12.2012
- Developed engaging lesson plans to enhance language acquisition and retention.
- Facilitated assessments to evaluate student progress and tailor instructional strategies accordingly.
- Implemented innovative teaching methods to improve student participation and learning outcomes.
- Collaborated with faculty to design comprehensive ESL programs aligning with institutional goals.
- Analyzed student feedback to refine program offerings and ensure continuous improvement in instruction quality.
- Delivered and developed lesson plans by using a broad range of teaching techniques and strategies.
Education
Bachelor of Arts - English
North Caroline Wesleyan College
Rocky Mount, NC12-2000
Bachelor of Arts - History
North Carolina Wesleyan College
Rocky Mount, NC12-2000
Skills
- Annuity products
- Retirement strategies
- Annuity analysis
- Risk evaluation
- Product analysis
- Retirement planning
- Client relationship
- Problem-solving
- Attention to detail
- Reliability
Timeline
Annuity Specialist
Self-employeed
10.2017 - Current
ESL Instructor
Nash Community College
01.2010 - 12.2012
Director
Sylvan Learning Center
01.1997 - 04.2013
Bachelor of Arts - English
North Caroline Wesleyan College
Bachelor of Arts - History
North Carolina Wesleyan College