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Skills

  • Retirement planning
  • Customer needs analysis and consultative selling
  • Developing multi-product financial plans
  • Wealth management strategies
  • Contact management
  • Client retention and satisfaction initiatives
  • Investment planning
  • Investment analysis
  • Stock market understanding
  • Goal-based planning tools and software

Work Experiences

  • Assisted clients in selecting optimal insurance products.
  • Built long-term relationships with clients by providing consistent, personalized financial reviews leading to Innovation Award for exceptional client service in 2018.
  • Built long-term relationships with clients.
  • Benefited over 4 community members.
  • Examined my clients' financial situations in order to recommend products that would improve their standard of living.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Assisted 5 clients with credit repair services, improving their scores by an average of 74% points within one year.
  • Assisted 6 clients with credit repair services.
  • Achieved a 85% success rate.
  • Assisted clients in understanding their financial positions.

Summaries

  • Adapted strategies to market environments.
  • Achieved 50% employee enrollment.
  • Assisted clients in debt reduction.
  • Within Banking and Financial Services, senior Personal Financial Representative and outstanding performer in workflow optimization and process improvement.
  • Assisted clients in understanding their financial status.
  • Personal Financial Representative with 12 years of experience working with financial products.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Adapted to fluctuating markets.
  • Adept at market trend analysis.
  • ServiceNow and Power BI are two of my strongest skills.

Accomplishments

  • Collaborated with team of 2 in the development of framework.
  • Proactively reached out to clients during market downturns, advising strategic reallocations that preserved 5% of assets during volatility.
  • Assisted 11 clients in building personalized budgeting systems, resulting in an average of $9 in additional monthly savings per client.
  • Guided clients through volatile market conditions, securing their portfolios and limiting losses to under 16% despite market downturns.
  • Trained junior financial reps on advanced budgeting tools and strategies, improving departmental client satisfaction scores to 72%.
  • Reduced portfolio turnover rates by 68% by focusing on long-term wealth building and tax-efficient investing strategies.
  • Documented and resolved procedure which led to program.
  • Provided bi-annual financial review consultations, enabling clients to realign their investments with market trends and personal financial goals.
  • Prepared detailed quarterly financial analysis reports, enhancing transparency and ensuring clients were fully informed about portfolio performance.
  • Expanded client portfolio by 75% within 9 months by creating personalized financial plans focused on achieving long-term growth.

Affiliations

  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Association of Social Workers
  • Toastmasters
  • Million Dollar Round Table (MDRT) Membership
  • International Association of Registered Financial Consultants (IARFC)
  • Freemason
  • Jaycees
  • Alpha Kappa Psi (Business Fraternity)
  • Chartered Financial Analyst (CFA) Institute Membership
  • American Bankers Association (ABA) Membership

Certifications

  • ServSafe
  • Certified Digital Marketing Professional (CDMP)
  • Registered Financial Consultant (RFC)
  • Certified Financial Planner (CFP)
  • Certified International Wealth Manager (CIWM)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Retirement Counselor (CRC)
  • Certified Investment Management Analyst (CIMA)
  • Certificate in Financial Planning (FPC)
  • Certified Personal Finance Counselor (CPFC)

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