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Skills

  • Estate tax planning and minimization strategies
  • Education funds
  • Data analysis for financial performance and growth trends
  • Customer satisfaction and retention strategies
  • Process improvement
  • Advanced knowledge of retirement and estate planning strategies
  • Communications
  • Regulatory compliance
  • Budgets
  • Retirement needs

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Built trust with clients through tailored advice and consistent communication, leading to a 17% increase in referral business and client retention.
  • Aligned with financial objectives.
  • Adjusted strategies based on reviews.
  • Achieved a 68% re-investment rate.
  • Built trust with clients through tailored advice.
  • Assessed the impact of new financial legislation, updating existing client strategies to ensure compliance and optimize financial returns by 38%.
  • Assessed future expenses for family needs.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Achieved Top Performer for outstanding sales performance.

Summaries

  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved a 84% client satisfaction rate.
  • Analytical Financial Security Advisor.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Within Banking and Financial Services, senior Financial Security Advisor and outstanding performer in budget management and cross-functional collaboration.
  • Accomplished Financial Security Advisor with a demonstrated ability to increase overall client base by 61% through effective lead generation, smart referral networks, and strategic client onboarding.
  • Boosted participation by 20%.
  • 5 years of consistent portfolio growth.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Streamlined the insurance claim approval process, reducing processing time by 5 days, which resulted in a 76% increase in client satisfaction and retention.
  • Successfully obtained PMP, improving advisory skills and increasing new client acquisition by 65% over the course of 2019.
  • Created risk-reduction strategies through thorough market analysis, reducing client losses by 63% during volatile market conditions.
  • Developed custom financial plans incorporating a diverse range of investment products, achieving 49% annual portfolio growth.
  • Led client education seminars focusing on retirement planning, increasing client engagement and lead generation by 17%.
  • Delivered financial planning solutions catered to both individual and corporate clients, leading to a 52% increase in client portfolio diversity.
  • Designed and delivered webinars on evolving market risks and financial solutions, increasing customer business development participation by 70%.
  • Successfully completed HubSpot platform migration for all client accounts, ensuring preservation and growth of investments without service interruptions.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Analyzed and adjusted client portfolios based on changes in market conditions, reducing risk exposure and improving portfolio performance by 35%.

Affiliations

  • Financial Services Institute (FSI)
  • National Association of Health Underwriters (NAHU)
  • Association for Computing Machinery
  • Institute of Financial Planning (IFP)
  • North American Securities Administrators Association (NASAA)
  • National Long-Term Care Network (NLTCN)
  • Toastmasters
  • Association of International Wealth Management (AIWM)
  • American Marketing Association
  • National Association of Insurance and Financial Advisors (NAIFA)

Certifications

  • Accredited Investment Fiduciary (AIF)
  • Certified Exit Planning Advisor (CEPA)
  • FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Retirement Income Certified Professional (RICP)
  • Chartered Financial Consultant (ChFC)
  • ServSafe
  • Apple Certified Associate (ACA)
  • Certified Insurance Counselor (CIC)
  • Certified Retirement Financial Advisor (CRFA)
  • First Aid/CPR Certified

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