Caitlyn Davidson
Springville
Summary
Personable Outbound Associate with exceptional aptitude for effective communication. Highly skilled in database management with passion for contributing to sales success.
Overview
4
4
years of professional experience
Work History
Outbound Associate - PCG Assist
Empower
04.2024 - Current
- Prioritize dialing and confirming user-set appointments, and taking non-aggregated PCG leads through a voicemail, email, and text confirmation / cancellation process
- Reach out to users who missed Recommendation and Decision Calls in order to get them back on the calendar
- Organize and clear calendars for all PCG advisors as needed
- Manage the PCG Scheduling Spreadsheet and respond to advisor requests in a timely manner
- Communicate with PCG advisory team via email and Teams throughout the day to ensure clear understanding of expectations
Outbound Associate
Empower
02.2023 - 04.2024
- Conduct outbound calls to prospective clients and generate interest to schedule virtual meetings with their assigned financial advisor
- Troubleshoot any issues users may have with their financial dashboard and put in tickets to our support team
Front Desk Agent
Hampton Inn and Hampton Inn & Suites
08.2021 - 03.2023
- Responsible for greeting guests, checking them in and out in friendly and efficient manner, and answering any questions / concerns about their reservations
- When working overnight shift, I performed all Night Audit functions
Client Services Representative
Prudential / Empower
04.2022 - 09.2022
- Processed loan payments through client contribution checks / wires, matched correct participant to their plan through PNC rejects, and keyed employee rosters via company contributions
- Utilized Excel to configure PNC recon spreadsheets
Hostess
Tully's Good Times
01.2021 - 08.2021
- Welcomed patrons and sat parties according to seating chart
- Handled phone calls, responded to any inquiries, kept track of wait lists, and monitored the restaurant to determine dining flow
Education
High School Diploma -
Elmer L. Meyers High School
Wilkes-Barre, PA01.2006
Skills
- Outbound Sales
- Customer Rapport
- Continuous Improvement
- Lead Sourcing
- Microsoft Office
- Customer Engagement
- Data Entry
- Phone Etiquette
- Needs Assessment
- Outbound Calling
- High-Volume Call Environments
- Salesforce
- Call Scheduling
- Attention to Detail
- Active Listening
- Time Management
Assessments
- Administrative assistant/receptionist, Proficient, 11/01/21, Using basic scheduling and organizational skills in an office setting
- Customer focus & orientation, Proficient, 07/01/21, Responding to customer situations with sensitivity
Timeline
Outbound Associate - PCG Assist
Empower
04.2024 - Current
Outbound Associate
Empower
02.2023 - 04.2024
Client Services Representative
Prudential / Empower
04.2022 - 09.2022
Front Desk Agent
Hampton Inn and Hampton Inn & Suites
08.2021 - 03.2023
Hostess
Tully's Good Times
01.2021 - 08.2021
High School Diploma -
Elmer L. Meyers High School
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