Retirement Plan Specialist Resume Example

• Talented Client Relationship Consultant who develops and grows profitability within large and complex client relationships.
• Advises and consults clients to maximize their service usage and investment opportunities.
• Well rounded and expert in excelling at interfacing with team members at all levels to meet and exceed team goals.
• Operates well in a highly-competitive environment in which leadership skills are the key to success.
• Amiable CRS skilled in creating constructive and cooperative working relationships within a team setting. A solid leader who successfully follows through with team goals and expectations.

Created strategies to develop and expand existing customer retention achieved our sales goals well before the dead line. It allowed us to maintain solid relationships, and luxury of time to prepare the pipeline for the next year.