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Kimberly Nicole

Kimberly Nicole

Financial Advisor

Talent
Remote - United StatesMember since August 16, 2026
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About

To work for a well established and positive company, where I can show my exceptional customer service and self motivated skills.

Experience

Financial Advisor - Fidelity Investments - Westlake, Texas

(2022-05)

  • Provide knowledge to participants about their 401k
  • Processed loans, withdrawals and rollovers
  • Reviewed submitted documents that were submitted and provided status updates

Customer Service Representative - Prime Therapeutics - Irving, Texas

(2014-07 - 2017-04)

  • Answer calls from customers to fill mail delivery prescriptions
  • Contacted physicians for prior authorizations
  • Processed pharmacy claims for customers

Insurance Agent - Geico - Dallas, Texas

(2013-10 - 2014-07)

  • Licensed insurance agent responsible for giving sound advice regarding auto insurance
  • Taking payments, sending ID cards and binders
  • Adding vehicles and drivers to policies

General Manager - CashMax - Dallas, Texas

(2009-11 - 2013-09)

  • Managing the day to day operations such as processing loans
  • Overseeing the store contributions, collections and marketing

Credit Advisor - Credit Solutions - Richardson, Texas

(2008-08 - 2009-02)

  • Help customer settle their credit debt as low as 20%
  • Negotiate with creditors
  • Inform customer of ways to save money

Customer Service Manager - EzMoney Payday Loans - Dallas, Texas

(2006-10 - 2008-07)

  • Managing store
  • Answering active, delinquent and potential client's questions and concerns

Assistant Manager - Colortyme Rent to Own - Desoto, Texas

(2004-04 - 2006-08)

  • Make sure the day to day operations were met such as checking inventory
  • Filing paperwork
  • Marketing and following collections procedures

Education

Justin F. Kimball High School (1997-08 - 2001-05)

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