retirement specialist resume example with 18+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Diligent and driven Retirement Specialist who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • Life Insurance License
  • Project Management Mastery
  • White Belt Six Sigma
Denison University Granville, OH Expected in 2002 Bachelor of Arts : Physical Education and History - GPA :
  • Created and implemented a customer acquisition strategy that has increased enrollment by 100%
  • Leading a project to create a sales process to increase defined contribution rollovers for the State of Oregon that can then be used in other states as they become available
  • United Way Department Chair 2013 - Increased overall department giving by 11%
  • Sales Conference award winner 2011
Alerus Financial - Retirement Specialist
ND, State, 10/2008 - Current
  • Educating public employees on retirement programs, including 457, 401k, 401a, and pehp plans
  • Presenting information regarding retirement planning, investment education, and basic personal finance
  • Administering asset allocation advice based on a completed ibbotson risk tolerance questionnaire
  • Placing trades, and rebalanced participants accounts based on financial needs and risk tolerance
  • Providing ways for potential participants to enroll through individual appointments, self-enrollment, and web
  • Training new employees on products and best practices
First Community Bank - Personal Banker
Emporia, VA, 11/2006 - 06/2008
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Managed New Account openings including processing applications, and informing new account holders of benefits and services.
  • Opened IRA and Brokerage accounts.
  • Sold asset allocation funds and fixed annuities.
  • Interviewed applicants for consumer loans and processed their requests; administered loan closings.
  • Managed operations when the manager was out of the branch.
  • Managed and expanded the relationships with an existing book of clients.
Birdeye - Account Executive
San Francisco, CA, 05/2003 - 11/2006
  • Increased a protected account base of over 450 plus accounts.
  • Cross-sold Yellow Page Directories,, and websites.
  • Conducted customer and business-related research.
  • Accumulated and prepared pre-sales account information.
  • Recommended industry specific advertising programs and closed the sale for prospects during ad campaigns.
  • Gained new customers through cold calling.
Homelight - Sales Manager
Seattle, WA, 08/2002 - 02/2003
  • Business to Business sales of AT&T phone service in Columbus and surrounding area.
  • Conducted interviews and trained newly hired employees.
  • Assisted in managing the openings of new territories.

  • The Athletic Club of Columbus Member 2012 - Current
  • The Athletic Club of Columbus Membership Committee 2012- Current
  • Nationwide Gen Y 2011 - Current
  • Operation Feed Golf Outing Organizer 2010 - Current
  • Columbus Young Professionals 2004 - Current
  • Delta Gamma Chapter Adviser 2006-2008

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Resume Overview

School Attended

  • Denison University

Job Titles Held:

  • Retirement Specialist
  • Personal Banker
  • Account Executive
  • Sales Manager


  • Bachelor of Arts

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