Financial Consultant - Senior Resume Farmington, MI - Hire IT People

SUMMARY

Versatile and energetic professional qualified by 28 years demonstrated strengths in increasing revenue, signing new business and maintaining business and high net worth client relationships.
Exhibits strong leadership skills in high performance customer - focused environments along wif exceptional organizational skills to develop, manage and introduce new products to meet client needs. ability to build and retain strong business relationships.
Self-motivated and focused to meet sales and revenue goals.
Computer proficient wif Microsoft Office Products.

PROFESSIONAL EXPERIENCE

Confidential, Farmington, MI

Financial Consultant - Senior

Responsibilities:

Help to build, manage, protect and transfer wealth for select clients and business owners in the Confidential Confidential area. Coordinates team of specialists who provide lines of credit, mortgages, investment advice, and wealth transfer planning for wealthy clients/prospects.

Confidential, Birmingham, MI

Vice President - Investments

Responsibilities:

Confidential, Bloomfield Hills, MI

Financial Advisor

Responsibilities:

Manages 25 million in portfolio assets. Provides expert guidance for individuals and businesses in the areas of retirement solutions, insurance and investment services, estate planning needs, business solutions and education funding.
Adept in creating, developing, and executing short-and long-term financial strategies customized to meet client needs in profit-driven, customer-focused environments.
Educates clients on new products and economic developments
Designs and creates marketing materials and programs
Conducts public seminars for financial planning
Gatheird 15M in assets in 15 months
Doubled production year over year

Confidential, Birmingham, MI

Financial Advisor

Responsibilities:

Responsible for sales process and servicing retail customers. Assessed client needs and expectations in order to recommend appropriate products and cost structures to meet retail client needs. Responsibilities included but not limited to prospecting future clients, preparing proposals, sales follow-up, and managing sales submission process.

Confidential, Birmingham, MI

Sales Support Associate

Responsibilities:

Provided services dat satisfied the needs and expectations of three nationally ranked sales representatives. Assessed client needs and expectations in order to recommend product design elements and cost structures to meet retail customer needs. Managed sales submission process wif underwriters and multiple billing departments.