SUMMARY:

To obtain a position that will provide the opportunity to train, advance, and become a professional representative of the agency by providing leadership and professionalism through hard work and determination.

WORK EXPERIENCE:

Confidential, York, PA

Practice Manager

Responsibilities:

• Manage business operations to enhance profitability & productivity
• Handle all complex service issues regarding investments & risk management products
• Prepare & organize all client/prospective client meeting files and documents
• Oversee day to day operational procedures for all aspects of Financial Advisor’s business
• Liaison between home office, advisor, clients & network support team
• Create and generate proposals
• Provide sales and operational support
• Proficiency in Certified Records Manager (CRM) & Microsoft Office Suite

Confidential, York, PA

Financial Representative

Responsibilities:

• Execute sales approach with prospective and existing clients
• Analyze client's personal financial goals and create a written analysis
• Provide specific recommendations as to which products would appropriately fit the clients expressed need within budgetary constraints
• Superb relationship - management skills. Understanding different personality types, asking the right questions, listening, resolving conflicts, counseling clients and educating others on financial matters
• Marketing and sales skills. Able to market professional skills and knowledge to potential clients and prospects in niche markets
• Project management ability, superb organizational skills and attention to detail
• Technology savvy. Skilled and familiar with marketing and communication software tools