Financial services professional with over 10 years of experience in the financial industry, including banking, finance, and investment management. Proven ability to develop and implement strategies to increase efficiency and profitability.
Provided financial solutions to clients and prospects, including the development of a plan for the branch Manager. Also, responsible for the development of the investment portfolio.
Provide financial advice to clients and prospects in the areas of banking, investment, and retirement planning. In addition to the preparation of the financial plan, the plan is in the best interest of the client.
Developed and implemented a strategy to help clients achieve their financial goals. Educated and advised clients on the importance of investing and risk management.
Responsible for the processing of all new client paperwork, including the creation of new accounts, and the completion of the Premier financial records.
I was responsible for the development of a new client base, which included the creation of a new business and personal growth.
My first year of the company, I was responsible for the management of the brokerage and investment solutions for the firm.
Sold life insurance, annuities, and long term care sales to clients and prospects. Managed and organized client relationships.
Managed client relationships through prospecting, banking, and investment strategies. Consistently exceeded sales goals. Developed and implemented a plan to achieve the financial goals.
Awarded the top performer award for outstanding performance. Received recognition for exceptional performance. Chosen to represent the company at the national Association of the art club.
Conducted seminars and workshops on topics such as retirement planning, estate planning, and estate planning. Provided financial advice to clients and prospects.
Conducted seminars and workshops on financial topics and investment strategies. Provided guidance to clients on how to implement and manage their retirement and estate planning.