Retirement Planner Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry].

  • Qualified and non-qualified retirement plans
  • Retirement Needs
  • Education Funds
  • Relationship building and management
  • Organization
  • Process improvement
  • Retirement planning
  • Mutual Funds
  • Financial services
  • Presentation and public speaking
  • Problem resolution
Work History
10/2016 to Current
Retirement Planner Rockwell Automation, Inc. Huntsville, AL,
  • Worked with [Type] customers to understand needs and provide [Type] service.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Handled [Number] calls per [Timeframe] to address customer inquiries and concerns.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Managed $[Number] in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Highlighted values and educated clients on [Type], [Type] and [Type] financial products.
  • Answered clients' questions about purposes and details of financial plans and strategies.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
10/2014 to Current
Customer Relationship Manager T. Rowe Price Owings Mills, MD,
  • Created customer support strategy for team of [Number] to increase [Type] customer retention by [Number]%.
  • Managed department call volume of [Number] calls per day and coordinated department schedules to maximize coverage during peak hours.
  • Used consultative techniques to understand customer needs and make strategic referrals to business partners.
  • Made customers aware of current and new programs and services.
  • Measured customer support success with clear metrics to attain [Number]% of [Timeframe] goal.
  • Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
  • Experienced with [Software] customer relationship management (CRM) system.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
  • Delivered superior customer service to strengthen relationships and drive future business revenue.
  • Managed customer relations on ongoing basis to maximize customer retention.
11/2013 to Current
Financial Representative St. Ann's Corner Of Harm Reduction Bronx, NY,
  • Received customer applications and followed up with clients to obtain missing information before submission.
  • Handled incoming payments and outgoing disbursements.
  • Increased customer service rates by working closely with clients to resolve issues quickly and accurately.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
01/2009 to 11/2013
Director of Operations TH Financial Services City, STATE,
  • Supported [Type] field crews to maximize quality and work efficiency.
  • Boosted team productivity through enhanced [Action] and streamlining of [Type] tasks.
  • Produced regular [Type] and [Type] reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
  • Organized and optimized daily operations of [Type] crew in [Location] with consistent on-time delivery.
  • Directed team of [Number] in operational development of service network, including implementation of quality requirements and operating standards.
  • Modernized and improved operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Expected in
Bachelor of Science: Business Management
Michigan State University - East Lansing, MI

Series 7 License

Series 24 License

Series 63 License

Series 65 License

Life and Health Insurance Licenses

Decker Training Level 1

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Resume Strength

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  • Target Job
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Resume Overview

School Attended
  • Michigan State University
Job Titles Held:
  • Retirement Planner
  • Customer Relationship Manager
  • Financial Representative
  • Director of Operations
  • Bachelor of Science

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