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Skills

  • Customer feedback analysis
  • MS Office
  • Employee Satisfaction Enhancement
  • Operational improvement
  • Mutual funds
  • Team building
  • Savings accounts
  • Business Development
  • Client Advocacy in Retirement Benefits
  • Process improvement

Work Experiences

  • Achieved a 48% reduction in portfolio underperformance.
  • Advised and implemented a flexible benefits package that led to an 17% improvement in employee perception of their retirement savings programs.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved results over a 2020 period.
  • Aimed at early-career employees.
  • Achieved a 62% increase in enrollment.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated with procedure customers to determine their needs and deliver program service.
  • Assessed employee feedback regularly and revamped retirement plans, achieving a 41% increase in satisfaction ratings according to standard.
  • Achieved a 34% increase in satisfaction ratings.

Summaries

  • Retirement Education Specialist is a multi-talented Retirement Education Specialist who is consistently rewarded for planning and operational improvements.
  • Crafted retirement programs that boost employee satisfaction.
  • Strengths in quality assurance and process improvement backed up by Education and Training training.
  • Boosted accuracy of retirement communications by 62%.
  • Conducted one-on-one consultations with high-net-worth clients.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Boosted pre-retirement financial security by 32%.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Consistently drove an increase of 39% in retirement savings contributions.
  • Achieved Employee of the Year recognition.

Accomplishments

  • Advised 6 employees on retirement plan consolidation options, boosting contribution rates by 80% within 6 months.
  • Documented and resolved metric which led to system.
  • Developed tailored reports for individual retirement portfolios, providing solutions that resulted in a 52% rate of improved financial confidence among clients.
  • Partnered with human resources departments to introduce monthly retirement Q&A sessions, increasing employee engagement by 77%.
  • Stored and managed retirement beneficiary data using Power BI, boosting data accuracy by 48%.
  • Initiated a mentorship program for new hires to guide them through retirement plan options, increasing early 401(k) enrollment by 84%.
  • Consulted with internal HR teams to revise employee onboarding literature, providing clearer retirement savings instructions and improving sign-up rates by 79%.
  • Introduced an employee retirement financial literacy program that resulted in 52% higher retirement satisfaction among participants.
  • Collaborated with financial advisors to improve client asset allocations, generating a 27% increase in investment returns within 2022.
  • Crafted educational newsletters on retirement updates, boosting readership by 82% while decreasing overall inquiries.

Affiliations

  • The Society of Actuaries (SOA)
  • Society of Women Engineers
  • Certified Financial Planner Board of Standards (CFP)
  • Association of Information Technology Professionals
  • College for Financial Planning – Accredited Investment Fiduciary (AIF)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Investment Management Consultants Association (IMCA)
  • Financial Planning Association (FPA)
  • Certified 401(k) Professional (C(k)P) Certification
  • International Council for Employee Benefits (ICEBS)

Certifications

  • Certified 401(k) Professional (C(k)P)
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Business Analysis Professional (CBAP)
  • Behavioral Financial Advisor (BFA)
  • Retirement Income Certified Professional (RICP)
  • FINRA Series 65 License, 2018
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Security+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Income Specialist (CIS)

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