Client focused Sales Professional with 10+ years of providing solutions to customers. Ability to multi-task and work in fast paced environment. Broad industry experience includes financial services, software, and educational publishing.
Cultivated and strengthened relationships with new and existing clients. Executed all trades, wrote plans and managed internal systems for boutique practice serving and advising 100 high value clients with over $100M AUM. Created workflow operations to streamline customer service, office management and compliance that resulted in white glove customer experience. Launched initiative that resulted in office going paperless within one year. Partnered with brokerage and external professionals to create comprehensive service package to customer. Served as liaison between lead advisor and 401(k) clients. Operated state-of-the-art wealth management software programs such as SmartWorks (Salesforce), Morningstar, MoneyGuide Pro, and Riskalyze.
Met with individual investors to identify, evaluate, and recommend customized portfolios to meet client financial goals. Responsible for all branch investment product sales and building personal book of business. Capitalized on gaps in market and reached out personally to potential new clients. Cultivated and strengthened relationships with existing clients. Marketed business to increase customer base and grow revenue. Helped clients plan for and fund retirements using mutual funds, alternative investments, and insurance solutions.
Worked as a team with the financial advisor to create new and serve existing clients. Prepared reports and materials for client appointments. Proactively contacted clients to offer additional services. Planned and prepared marketing materials and events with the advisor. Established ACH, SWPS, transfers, and trade confirmations. Completed insurance applications with ongoing contact and follow up with insurance companies.
Took time away from workforce to raise children.
Created and executed marketing materials for online clinical reference healthcare library. Negotiated and finalized contracts with major medical publishers for use of intellectual property. Directed changes to the project scope and cost and implemented appropriate change management processes to keep the project on track. Liaison between company, legal, accounting, and publishers for purchasing, maintaining and updating content in product. Defined clear targets and objectives and communicated them to team members. Created product information and content for company website.
Series 7, 66, and General Lines Insurance, State of Texas
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