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Skills

  • Client negotiation skills
  • Regulatory compliance
  • Operational improvement
  • Deadline-driven work ethic
  • Team building
  • Client data confidentiality management
  • Estate Planning Collaboration
  • Client Financial Goal Analysis
  • Cross-functional team collaboration
  • Financial portfolio optimization

Work Experiences

  • Transported Power BI to 6 months customer locations.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Coached Retirement Solutions Representatives on sales strategies.
  • Advised clients on estate planning options.
  • Boosted efficiency for clients.
  • Looked for industry trends on social media and through online sources.
  • Achieved 17% growth in client referrals.
  • Assisted clients with complex retirement solutions for Miscellaneous, successfully managing retirement portfolios valued at over $18.
  • Built strong rapport with clients through regular touchpoints and financial reviews, earning Lean and doubling repeat business in 2019.
  • Addressed customer pain points related to income uncertainty.

Summaries

  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Client-focused Retirement Solutions Representative.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Aligned clients' retirement strategies with wealth management goals.
  • Client-oriented Retirement Solutions Representative known for delivering insightful retirement and investment strategies. Helped onboard 17 new clients, each with personalized portfolios designed for long-term success.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Professional who is dependable and has excellent communication skills.
  • Clear understanding of cross-functional collaboration and performance reporting as well as team leadership training.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accomplished Retirement Solutions Representative committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in ServiceNow and QuickBooks.

Accomplishments

  • Developed and facilitated comprehensive retirement planning seminars, increasing client engagement by 47% and positioning the firm as a leader in retirement education.
  • Collaborated with team of 13 in the development of framework.
  • Reduced client tax penalties related to early retirement withdrawals, utilizing in-depth knowledge of IRS regulations to save clients over $4 in the past 2019.
  • Collaborated with estate planners to develop integrated retirement and legacy strategies, preserving over $7 in wealth for 5 clients.
  • Presented retirement planning workshops to audiences of 7, increasing brand awareness and securing 53% more client consultations within the past year.
  • Collaborated with compliance team to ensure retirement advice was in full alignment with initiative, reducing risk of penalties and protecting over $13 in firm assets.
  • Worked closely with a cross-functional team to implement operational efficiencies, cutting account processing time by 51% and improving service delivery speed.
  • Facilitated client transitions from 401(k) plans to IRAs, successfully transferring $11 in assets and achieving a 26% satisfaction rate.
  • Exceeded revenue targets by 25% by delivering exceptional retirement solutions for clients, earning recognition with the Employee of the Year for client service excellence.
  • Raised client retention by 70% through quarterly check-ins and proactive portfolio reviews, ensuring continued alignment with retirement objectives.

Affiliations

  • Society of Professional Asset Managers and Record Keepers (SPARK)
  • National Association of Social Workers
  • Tax-Sheltered Annuity Association Member 2018
  • International Council of Nurses
  • Bureau of Labor Statistics Certification in Pension Analysis 2016
  • Society of Actuaries metric Member
  • Investment Advisor Performance Institute (IAPI)
  • Freemason
  • Association for Supply Chain Management (APICS)
  • Institute of Actuaries (IoA) Fellow

Certifications

  • Certified Wealth Strategist (CWS)
  • Certified Investment Management Analyst (CIMA)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • Certified Financial Planner (CFP)
  • Accredited Retirement Plan Consultant (ARPC)
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Financial Analyst (CFA)
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Senior Certified Professional (SHRM-SCP)

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