Deliver group and individual education (Retire Secure) to retirement plan participants at their work-site, providing customized solutions for individuals to become retirement ready.
Moved $5.5 million into Principal Financial Group to employer plans from outside sources in the last 12 months.
Increased plan participation and deferral amounts while providing comprehensive financial needs assessment for each participant.
Successfully reintroduced Retire Secure to plan sponsors on plans coded for not utilizing the onsite education in the last 3 years resulting in retaining 500 lives in the program.
Added 430 lives to Nashville Retire Secure market since July 2015 by partnering with Relationship Managers to introduce the program to existing plan sponsors.
Assist in plan sales presentations to bring new business to Principal Financial Group.
Maintain detailed files with plan design updates, investment line up or fee adjustments for each Retire Secure plan responsible for servicing in order to communicate appropriately to participants.
Delivered group and individual education (Retire Secure) to retirement plan participants at their work-site, providing customized solutions for individuals to become retirement ready, increasing plan participation, raising deferral amounts and consolidating assets to Principal Financial Group while providing comprehensive financial needs assessment for each participant.
Developed exceptional relationships through consistent communication and timely follow up with plan sponsors and participants.
Moved over $23 million in assets to into Principal retirement plans.
Averaged between 1200 and 1700 individual meetings annually.
Provided referrals for additional business opportunities to Benefit and Planning Counselors.
Maintained plans files, updating plan design details, investment line up or fee adjustments for each plan responsible for servicing in order to communicate appropriately to participants.
Met or exceeded all sales goals during tenure in position finishing 1st in corporate wide sales contests for Retire Secure Employee Benefit Specialists from 2008-2012 and in 2nd 2013 and 2014.
Responsible for investment production at 7 Bank of the West Metro Denver branches.
Managed and serviced $10 million in brokerage accounts and $5 in annuity products.
Actively solicited investment sales through existing client base, bank branch customer base and outside networking.
Mentored and assisted licensed platform representatives with investment sales and processes.
Grew branch investment book of business from $3.8 million to $5.5 million in dual role dedicating 80% of time to investment sales and 20% in bank sales capacity.
Generated $120,000 in gross revenue to branch in investment sales in 2005.
Finished #2 in Rocky Mountain Division investment sales as dual employee/platform representative.
Maintained and expanded bank client relationships through excellent time management, consistent communication and exceptional client service.
Grew branch investment book of business from $0 to $3.8 million while in a dual role dedicating 30% of time to investment sales and 70% of time to bank sales.
Organized quarterly seminars with investment wholesalers for current and prospective clients.
Grew bank deposits by $12 million in 5 years.
Consistently exceeded annual deposit and investment revenue goals.
Provided referrals to commercial, consumer and mortgage lending areas.
Provided exceptional client service through ongoing communications, time management and first call resolution to inquiries.
Provided loan documentation and support for commercial and consumer lenders. Processed and reconciled all construction draws.
As sales associate matched clients with appropriate banking services, maintaining cross sale ratio of 4.0.
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