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Skills

  • Client relationship management
  • Long-term sales strategies
  • Client Retention Strategies
  • Business operations
  • Process improvement
  • Operational improvement
  • FINRA registration
  • Financial statement analysis
  • Cross-selling financial products
  • Customer segmentation and targeting

Work Experiences

  • Exceeded my quarterly revenue goals of $7.
  • Achieved new account openings over the course of 2016.
  • Achieved a 34% increase in overall sales revenues.
  • Analyzed market trends.
  • Awarded Top Performer for delivering exceptional client service and exceeding annual sales targets by 78% in 2024.
  • Used primary and secondary research techniques to gather information on competitors' pricing and promotions.
  • Built and maintained a portfolio of 5 clients, generating $7 in new and recurring revenue through personalized advisory services.
  • Achieved sales targets for SAP.
  • Aligned client needs with investment strategies.
  • Achieved a 82% improvement in client satisfaction scores.

Summaries

  • Adept at analyzing financial statements.
  • Achieved 4 new corporate client acquisitions.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Achieved a 68% increase in revenue.
  • Achieved a 81% boost in assets under management.
  • Achieved a 71% increase in net new clients.
  • Accomplished financial sales leader.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Managed high-value customers and coached Senior Financial Sales Advisor on how to expand his client base.
  • Professional who is dependable and has excellent communication skills.

Accomplishments

  • Implemented a targeted market outreach strategy for high-net-worth clients that resulted in a 74% increase in overall income growth for 2016.
  • Partnered with compliance teams to reduce audit discrepancies by 52%, leading to increased trust among regulatory bodies and high-net-worth clients.
  • Received Top Performer as a top performer for achieving a 38% increase in quarter-over-quarter revenue and sales target results.
  • Advised clients on risk-adjusted returns and diversification, increasing the average portfolio return by 76% across two years.
  • Assumed primary responsibility in managing client relations, resulting in a customer satisfaction improvement rate of 63% across all VIP clients.
  • Designed and deployed customizable financial solutions that serviced over 12 clients, improving the customer satisfaction rate by 64%.
  • Conducted monthly performance reviews for the advisory team, consistently achieving a 73% increase in sales lead conversions.
  • Trained and mentored a team of 3 new advisors, resulting in achieving an average client satisfaction score increase of 84% per advisor.
  • Developed and delivered KPI-driven coaching courses for new recruits, yielding an average 70% improvement in team output within one year.
  • Implemented predictive sales analytics using HubSpot, leading to a 55% increase in lead conversion rates for the sales team.

Affiliations

  • Association for Computing Machinery
  • National Association of Stock Plan Professionals (NASPP)
  • Lions Club
  • Chartered Alternative Investment Analyst (CAIA) Association
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Women Engineers
  • American Medical Informatics Association
  • American Society of Safety Professionals
  • Toastmasters
  • Society of Human Resource Management

Certifications

  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Retirement Counselor (CRC)
  • Certified Wealth Strategist (CWS)
  • Certified Sales Leadership Professional (CSLP)
  • Certified in Risk and Information Systems Control (CRISC)
  • Accredited Small Business Consultant (ASBC)
  • Cisco Certified Network Associate (CCNA)
  • Registered Financial Consultant (RFC)
  • Insurance Producer License (Life, Health, and Accident)
  • Certified Private Wealth Advisor (CPWA)

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