Retirement Solutions Representative Resume Example
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RETIREMENT SOLUTIONS REPRESENTATIVE
Summary
Diligent, driven Retirement Solutions Representative who has achieved success in a variety of Sales roles with increasing levels of responsibility. Effective communicator and team-builder with strong analytical, leadership and organizational skills.
Highlights
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Experience
Cooper StandardLivonia , MIRetirement Solutions Representative11/2014 to Current
- Achieved 3% GAR Q1 2017, 7% Q2 Gar 2017, 10% GAR Q4 2016
- Consistently top 10% RRR and HUSTLE ranking nationally
- Recognized by manager as a leader on the team, regularly sharing best practices for CSS process and language, effective positioning for branch referrals, and executing results-driven book management
- Extensive knowledge of Fidelity's 401k offering
- Created repeatable CSS process inbound and outbound to help achieve top site rankings
- Use FIDPREP to discuss retirement plan options
- Utilize the Planning & Guidance Center for guidance conversations
- Profile will/skill/time for PAS opportunities
Bickford Senior LivingWabash , INSenior Financial Representative-Elite Active Trading05/2013 to 11/2014
- Recognized multiple times for excellent customer service by management and clients
- Led out on an ad-hoc basis and supported key projects as a subject matter expert
Orange SodaCity , STATEAccount Manger04/2012 to 04/2013
- Managed account portfolio totaling over $1M and recognized as top up-selling Account Manager in professional segment in 2012 and 2013
Investment Solutions Representative
- Consistent top performer on team in branch referrals #46 out of 366
- Created competitions "power hours" with team members to drive flows, referrals, and outbound success
- Created team unity and friendship through outside activities
Premium Relationship Associate
- Top 5% in GAR and top Hustle nationally
Financial Representative High Opportunity
- EIA winner
Education
Bachelor of Science:Consumer Community Studies CFP Emphasis2018University of Utah, City, State
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Resume Overview
School Attended
- University of Utah
Job Titles Held:
- Retirement Solutions Representative
- Senior Financial Representative-Elite Active Trading
- Account Manger
Degrees
- Bachelor of Science : Consumer Community Studies CFP Emphasis 2018
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