Principal Review Desk Resume
5.00/5 (Submit Your Rating)
Cincinnati, OH
SUMMARY:
- Financial Advisor with 10 years experience in Life Insurance and Confidential sales and service. Knowledgeable in all facets and excels in enhancing the client relationship and increasing the firms revenue stream.
- Excellent communication skills
- Reliable
- Superb time management skills
- Created strategies to develop and expand existing annuity leads, resulting in a 22% increase in qualified opportunities. I increased active trader revenue by teaching sales team some advanced concepts in the active trading tool.
PROFESSIONAL EXPERIENCE:
Confidential, Cincinnati, OH
Principal Review Desk
Responsibilities:
- Review and approve brokerage accounts
- Review and approve fixed and variable annuities
Confidential, Cincinnati, OH
Trading Specialist II
Responsibilities:
- Processes majority of the commission adjustments
- Handle margin calls and margin sellouts for the 5/3 brokers
- Place trades for clients and brokers
- Educate clients and brokers on how UIT’s trade
- Maintain high level of customer service
Confidential, Amelia, OH
Property and Casualty Underwriter
Responsibilities:
- Research and prepare policies for integration into a new system
- Remove states that weren’t state approved from the policy
- Prepare the policy to be rated by adding all of the product codes to the policy
Confidential, Cincinnati, OH
RBC Relations Rep
Responsibilities:
- Process Trades
- Approve paperwork
- Advise brokers on how RBC platform works and how they can use it to their advantage
Independent Contractor
Confidential, Cincinnati, OH
Responsibilities:
- Selling Life Insurance, Annuities and Property and Casualty
- Independently contracted through Allstate
- Selling Investment Products
Confidential, Loveland, OH
Financial Advisor
Responsibilities:
- Educate agents on the Confidential industry
- Assist agents in transferring Confidential related products into a fixed insurance product
- Created and presented annuity trainings for the agents
- Verify suitability of moving Confidential assets into fixed insurance products
Confidential, Covington, KY
Premium Services Financial Representative
Responsibilities:
- Mutual fund, equity, options and fixed income trader
- Work with high net worth clients to help manage funds and problem resolution
- Chosen to be on the Grow the Business committee for the department
- Team MVP as voted on by manager and help desk for campaign
- Worked on developing the Premium relationship model
- Department Call of the Month winner
- Lead team presentations for Annuities
- Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
- Implemented financial planning recommendations
Confidential, Cincinnati, OH
Internal Annuity Wholesaler
Responsibilities:
- Drive sales with wholesalers and bank reps
- Educated Chase Bank reps how to sell specific products
- Run joint sales appointments
- Produce sales ideas and concepts for our products
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