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Retirement Plan Specialist Resume Example

Resume Score: 65%

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RETIREMENT PLAN SPECIALIST
Summary
  • 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.
Highlights
  • FINRA Series 7 License
  • FINRA Series 6 License
  • NASAA Series 65
  • Bilingual in English, Urdu and Punjab
  • People-oriented
  • Excellent communication skills
  • Excellent time management skills
  • Flexible
  • Inspiring team MemberGoal-oriented
Accomplishments

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.

Experience
J P Morgan June 2002 to July 2006Retirement Plan Specialist
Denver, CO
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Also reviewed their current asset mix to determine the performance of asset mix in relationship to the needs and goals of the clients.
  • Encouraged clients to increase contributions to their 401 k plans.
  • Worked with the Plan administrator directly to under the plan rules.
  • Received superior customer service satisfaction scores for consecutive quarters
JanusJune 1997 to March 2002Registered Correspondence Specialist
Denver, CO

Addressed customer service inquiries in a timely and accurate fashion.

Developed relationships with all departments through clear communication.

Assisted in creating a new and improved product website that reduced average call time.

Education
Government College University1986Master of Arts: Political ScienceLahore, Punjab, Pakistan
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • J P Morgan
  • Janus

School Attended

  • Government College University

Job Titles Held:

  • Retirement Plan Specialist
  • Registered Correspondence Specialist

Degrees

  • Master of Arts : Political Science

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