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Skills

  • Mutual funds
  • Investment planning
  • Business development and client acquisition
  • Business operations
  • Financial literacy and education
  • Team management
  • Strategic decision making
  • Client onboarding and retention strategies
  • Trend analysis expertise
  • First Aid/CPR

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved an accuracy rate of 37% in account allocations.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Transported Salesforce to several months customer locations.
  • Collaborated with cross-functional teams.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Communicated effectively during the launch of Salesforce.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Accomplished this within the past year.
  • Avoided $78,000 in penalties.

Summaries

  • Dedicated Retirement Services Specialist focused on improving client transparency and trust, through diligent fiduciary management that adheres to best interest principles.
  • Client-focused Retirement Services Specialist.
  • Clear understanding of cross-functional collaboration and stakeholder engagement as well as strategic planning training.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Within Miscellaneous, senior Retirement Services Specialist and outstanding performer in cross-functional collaboration and data analysis.
  • Committed to delivering long-term retirement planning and risk assessments, consistently aligning client withdrawals with tax-efficient strategies and sustainable goals.
  • Retirement Services Specialist with 12 years of experience working with financial products.
  • Dedicated to providing innovative retirement planning solutions, helping clients avoid $15 in potential tax penalties through proactive strategy implementation.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Provided advisory services on rollover IRAs, achieving a 27% conversion rate for new retirement accounts.
  • Assisted in launching retirement products that led to a 82% uptick in enrollments within one year.
  • Collaborated with a team of 13 advisors, resulting in a 18% increase in retirement portfolio growth across the past year.
  • Authored regular market insights reports focusing on retirement strategies, leading to 41% uptake in long-term investments.
  • Led strategic initiatives that expanded retirement product offerings, growing our portfolio by 18% within 2020.
  • Produced detailed pension plan audits, identifying compliance issues that saved the firm 66% of annual penalties.
  • Acted as a fiduciary for 13 clients, increasing transparency and client retention by 64% over several months.
  • Conducted in-depth analysis of pension plan structures, improving fund performance by 15% through targeted asset allocation adjustments.
  • Collaborated with cross-functional teams to integrate new retirement services into clients' financial plans, leading to a 79% increase in client retention.
  • Developed a comprehensive training program for new retirement advisors, reducing onboarding time by 6 days.

Affiliations

  • Rotary International
  • Member, Tax-Deferred Savings Plan Advisory Group
  • Chartered Financial Analyst (CFA) Institute
  • Lifetime Member, Million Dollar Round Table (MDRT)
  • Member of National Tax-Deferred Savings Association (NTSA)
  • Jaycees
  • Project Management Institute
  • International Council of Nurses
  • Retirement Management Advisor® (RMA®)
  • National Institute of Pension Administrators (NIPA)

Certifications

  • Accredited Retirement Plan Consultant (ARPC)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Financial Consultant (ChFC)
  • Retirement Plans Associate (RPA)
  • Certified Financial Planner (CFP)
  • First Aid/CPR Certified
  • Certified Plan Fiduciary Advisor (CPFA)
  • Qualified 401(k) Administrator (QKA)
  • Series 65 - Uniform Investment Adviser Law Exam
  • NIPA Certified Plan Administrator (NIPA-PA)

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