brenden bass

carrier procurement representative

About

Intern at Orion Financial LLC

Country

united states

City

ocala

Industry

logistics and supply chain

Skill

microsoft office, management, public speaking, sales, customer service, powerpoint, microsoft excel, microsoft word, leadership, research, microsoft powerpoint, event planning, social media

Experience

sales associate

boxdrop direct

brokerage representative

red classic transportation services, llc

2018-1 - 2018-4 · 4 mos

financial services representative

secu

2016-11 - 2017-8 · 10 mos

Communicated to members information about multiple new and existing Credit Union services. Handled deposits, withdrawals, and processed changes on accounts. Accurately processed member cash, check, transfer, and statement transactions, with a balanced and reconciled drawer. Up-sold and redirected special services to appropriate account staff. Participated in module testing that illustrated various aspects of Credit Union operations. Exams included Cash Control and Asset Protection, IRA’s and Coverdell ESA’s, Lending Services, Share Term Certificates, Payroll Deduction, Electronic Funds, Personnel and Benefits, Card Services, and Special Services.

sales intern

campus special

2013-5 - 2013-8 · 4 mos

Initiated and solidified client relationships. Sold advertising to local businesses. Experienced all aspects of consultative selling, from existing account management, lead generation and cold calling to needs analysis, closing, and post-sales service.

carrier procurement representative

red classic transportation services, llc

2018-4 - Present · 8 yrs 6 mos

financial services professional

massmutual carolinas

2016-1 - 2016-6 · 6 mos

* I provided total financial needs analysis through a network of experienced professionals with expertise in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies * Trust services * I am licensed to sell insurance in: North Carolina. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to Massachusetts Mutual Life Insurance Company.

intern

orion financial group, inc

2014-5 - 2014-8 · 4 mos

Assisted in Retirement Planning classes taught by Orion Financial at the University of North Carolina at Greensboro, providing information to clients about Retirement Expenses, Income Sources, Risk Management, and Investments. Contacted clients to solidify relationships and incur future business. Gathered information from clients’ financial accounts to analyze portfolio performance. Assisted in preliminary financial plan creation for prospective clients. Created Standard Operating Procedures Manual for the firm documenting procedures. Miscellaneous administrative duties, including filing, faxing, scanning and copying confidential client information as instructed by the Financial Planner.