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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
  • Series 7, 63 & 66 Licenses
  • Proven sales track record
  • Adaptive team player
  • Strong deal closer
  • Up-selling and consultative selling 
  • Bilingual - English and Spanish
  • Excellent communication skills
  • Seasoned in conflict resolution
Experience
Fidelity InvestmentsSalt Lake City, UTRetirement 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
E*TRADE FinancialSandy, UTSenior 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 SodaAmerican Fork, UTAccount 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, Salt Lake City, UT
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Resume Overview

Companies Worked For:

  • Fidelity Investments
  • E*TRADE Financial
  • Orange Soda

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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