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Skills

  • Revenue growth strategy
  • Team management
  • Internal Auditing and Documentation
  • Client relationship management
  • Client acquisition strategy
  • Market Gap Identification
  • Client Onboarding Optimization
  • Wealth Management
  • Customer service
  • Sales forecasting

Work Experiences

  • Increased sales by making outbound calls and automated to follow up with leads and new customers.
  • Transported ServiceNow to several months customer locations.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Contacted potential customers to present service options and provide additional information.
  • Authored detailed reports on variable annuity market conditions.
  • Achieved long-term tax savings of $9 annually.
  • Increased financial service sales using cross-selling techniques.
  • Achieved a 61% boost in yield.
  • Looked for industry trends on social media and through online sources.
  • Advised clients on income planning strategies using tax-deferred annuity products, resulting in long-term tax savings of $15 annually.

Summaries

  • Achieved turnaround success in 6 accounts.
  • Customized annuity solutions.
  • Boosted advisory team productivity.
  • Acquired 2 new high-value clients.
  • Benefited clients with superior returns.
  • Accomplished this over two years.
  • Avoided penalties over several months.
  • Possessing a talent for maintaining a friendly demeanor and explaining details when advising clients, she is poised and knowledgeable.
  • Achieved a 68% increase in capital gains.
  • An expert in maximizing wealth management through variable annuities, benefiting clients with superior returns and minimized tax liabilities.

Accomplishments

  • Established a response time protocol for servicing client annuity accounts, resolving 95% of inquiries within 6 months and improving client retention.
  • Established a process for routine variable annuity performance assessments, reducing portfolio volatility for clients by 79% over three years.
  • Resolved product issue through consumer testing.
  • Developed an internal compliance checklist to pre-review client applications, reducing regulatory escalations by 62%.
  • Presented wealth management strategies at metric, leading to a 23% increase in client sign-ups for variable annuities.
  • Improved asset management processes to ensure all transactions met compliance standards, successfully avoiding regulatory penalties in 2017.
  • Customized variable annuity growth projections using advanced financial modeling software, driving a 52% increase in product adoption by high-net-worth clients.
  • Facilitated over 2 educational workshops explaining the benefits and risks of annuity products, attracting 17% more prospective clients.
  • Organized client appreciation events, generating a 56% upsell in annuity-related products during follow-up meetings.
  • Guided a client base of 6 through the transition to new annuity product offerings, achieving a 30% satisfaction improvement.

Affiliations

  • Association for Computing Machinery
  • International Association of Administrative Professionals
  • National Association for Fixed Annuities (NAFA)
  • Freemason
  • Certified Financial Planner (CFP) through CFP Board
  • Society of Financial Service Professionals (FSP)
  • International Council of Nurses
  • Society of Women Engineers
  • Association for Financial Professionals (AFP) – Ongoing Contributor to Annuity and Investment Research
  • Continuing Education with the Investment Management Consultants Association (IMCA)

Certifications

  • Financial Industry Regulatory Authority (FINRA) Series 66 License
  • Chartered Advisor for Senior Living (CASL)
  • Financial Industry Regulatory Authority (FINRA) Series 24 License
  • Certified Public Accountant
  • SHRM Certified Professional (SHRM-CP)
  • Certified Business Analysis Professional (CBAP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Income Specialist (CIS)
  • Registered Annuity Specialist (RAS)
  • Google Certified Professional Cloud Architect

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