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Skills

  • Communications
  • Team leadership and development
  • Program equipment
  • Sales forecasting
  • FINRA registration
  • Portfolio Management
  • Client satisfaction management
  • First Aid/CPR
  • Client Retention Strategies
  • B2B sales

Work Experiences

  • Conducted in-depth risk assessments to inform clients of opportunities, resulting in at least 34% reduction in investment-related losses.
  • Achieved a 56% increase in recurring revenue.
  • Capitalized on new lending opportunities.
  • Category contact and sales records were created, updated, and followed up on.
  • Contributed to a 30% rise in client satisfaction.
  • Promoted ServiceNow at industry events as a representative of program company.
  • Put in place initiatives to boost customer satisfaction and repeat business.
  • Analyzed market trends and shared insights with clients, resulting in an overall 16% better portfolio performance compared to benchmarks.
  • Exceeded my quarterly revenue goals of $11.
  • Closed large corporate accounts.

Summaries

  • Accomplished in leading regional expansions, growing the client base by 8 accounts and contributing to the overall success of the financial advisor division in the Southeast.
  • Achieved a 44% increase in total revenue.
  • Accomplished finance expert.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Client-focused Financial Sales Advisor.
  • Financial Sales Advisor is a multi-talented Financial Sales Advisor who is consistently rewarded for planning and operational improvements.
  • Within Banking and Financial Services, senior Financial Sales Advisor and outstanding performer in strategic planning and vendor management.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Client-oriented Financial Sales Advisor.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.

Accomplishments

  • Implemented performance reviews and sales competitions, which drove a 80% increase in team motivation and output.
  • Drove financial literacy campaigns for clients, increasing knowledge and sign-ups for investment products by 45% in Boston.
  • Proactively monitored existing accounts for expansion opportunities, increasing product penetration from $8 to $5 within two years.
  • Negotiated strategic partnerships with external organizations, expanding company product offerings and increasing sales by 6.
  • Revamped onboarding processes for new clients, reducing handover times by 26% and improving overall service experience.
  • Boosted branch lending portfolio by $10 through personalized client pitches and successful loan origination initiatives.
  • Achieved ITIL to stay ahead of industry trends and apply best practices in improving client financial advice.
  • Spearheaded a lead generation campaign, resulting in the conversion of 46% of prospects to signed accounts within 6 months.
  • Coordinated with the Risk Management team to update lending criteria, resulting in more secure loans and reduced default rates by 70%.
  • Drove process improvements by introducing Asana to sales tracking efforts, enhancing operational efficiency by 18%.

Affiliations

  • American Medical Informatics Association
  • Jaycees
  • Women in Finance Network (WIFN)
  • Financial Industry Regulatory Authority (FINRA)
  • International Association of Registered Financial Consultants (IARFC)
  • Certified Investment Management Analyst (CIMA)
  • Lions Club
  • Society of Financial Service Professionals (FSP)
  • Association for Supply Chain Management (APICS)
  • National Association of Insurance and Financial Advisors (NAIFA)

Certifications

  • Project Management Professional (PMP)
  • Accredited Wealth Management Advisor (AWMA)
  • Chartered Financial Analyst (CFA)
  • Accredited Investment Fiduciary (AIF)
  • CompTIA A+ Technician
  • Certified Private Wealth Advisor (CPWA)
  • Advanced Financial Adviser Qualification (AdDipFA)
  • CompTIA Network+
  • Financial Data Science Specialist (FDSS)
  • Chartered Investment Counselor (CIC)

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