-Conducted analysis to address behavior based employee retention, which led to internship program initiation and updated training curriculum based on employee specific demeanor.
-Opened independent office in Terre Haute Indiana. Established location, staffing, and implemented systems and processes for office procedure within 3 week timeline.
-Personally managed 120 client investment and risk management plans, while ensuring optimal growth and protection.
-Maintained close relationship with compliance to appropriately manage regulations, and ensured positive outcomes for audits, both internal and external.
-Developed training program designed for learning fine-motor skill based function at a fast pace, using integrated scenario platform.
-Prepared correspondence, accounting and financial documents for analysis.
-Reviewed and provided comments on the on adequacy of documents and took necessary steps to cure any deficiencies.
Job Titles Held:
Where can I find a OneAmerica/Northwestern Mutual Agency Director/Unit Director/Financial Advisor resume example in Avon, Indiana ?
This is an actual resume example of a Agency Director/Unit Director/Financial Advisor. LiveCareer’s Resume Directory contains real resumes created by subscribers using LiveCareer’s Resume Builder.
© 2018, Bold Limited. All rights reserved.