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)