Education Specialist Resume

SUMMARY:

Financial Services professional with 5+ years of both retail investment products and employer plans experience.
Proven track record in sales and relationship management. Possesses Series 7, 66, 63 and CRPC.
Highly motivated and committed to learning and quickly comprehending newly introduced task.
Seeking to join a dynamic team where educational background, business acumen, relationship management skills, and financial experience can be utilized.

CORE STRENGTHS:

PROFESSIONAL EXPERIENCE:

Confidential

Education Specialist

Responsibilities:

Conduct consultations with employees to complete enrollment into employer sponsored plans
Utilize expertise to review and analyze employees’ portfolios asset allocation
Engage retired/separated employees in a dialogue about the options with their account to provide needs based solutions
Successfully conduct interactive presentations that increased both employee participation and contribution rates

Confidential

Retirement Specialist

Responsibilities:

Utilize needs - based consultative sales process to position TRP product solutions when appropriate
Provide world class customer service to maintain high level of client retention
Identify and assess customers stated and unstated need to discover opportunities to refer High Net worth clients to appropriate business unit
Analyzes the customer’s employer sponsor plan to understand rules, regulations and tax implications of the plan to provide solutions to meet clients retirement goals

Confidential

Retail Investment Specialist

Responsibilities:

Discuss a wide range of products and services, provide market news and quotes, provide tax/retirement related information, and capture/analyze customer financial data
Lead customers in an understanding of options or solutions that are applicable to their situation, demonstrating how features and benefits match their needs
Responding to client requests for information and assistance with mutual fund/retirement accounts
Facilitate timely, accurate, and efficient transactions within mutual fund accounts

Confidential

Data Production Associate

Responsibilities:

Responsible for cataloguing show content, advertisements and TV specials
Classify TV ads airing in spot markets using proprietary software for rating reports
Digitizing and clip media using proprietary software to catalog TV marketing
Utilize knowledge of marketing, advertising or market research to complete content reports