RETIREMENT PLAN SALES SUPPORT/PRICING Resume

SUMMARY:

To obtain a rewarding position with a respected firm

TECHNICAL SKILLS:

Excel:: 2010 Essential Skills/ Expert Skills - 2014 Word, Excel, PowerPoint ASPPA - Studying for QPFC (Qualified Plan Financial Consultant) designation. Passed RPF2 Module October 2015 - Hope to complete QPFC by end of 2016

COMMUNICATION: Presenting complex pricing and financial strategies on phone and in person to internal business partners. Facilitating online, phone and face to face training sessions to roll out new pricing initiatives.

PHONE/SALES SKILLS: Employing consultative sales skills learned from years of customer service/sales interactions to effectively deal with internal business partners

FIDUCIARY/PLAN FEATURE KNOWLEDGE: Understanding and communicating retirement plan fiduciary issues/risks. Understanding and applying modern portfolio theory concept to structure plan investment lineups.

DETAIL ORIENTATION: Quality checking outgoing Client Proposals for accuracy. Using resources to identify and correct bad data.

TIME MANAGEMENT: Using Outlook, phone calendar (reminders) to effectively prioritize and manage fast paced dynamic work environment with little or no management oversight. Ensuring client proposal documents and RFPs meet deadlines

TEAMWORK: Coordinating with internal business partners with different personalities and skill sets to provide best solution for clients.

PROFESSIONAL EXPERIENCE:

Confidential

RETIREMENT PLAN SALES SUPPORT/PRICING

Responsibilities:

Providing Pricing and Sales Support to Defined Contribution Plan Relationship Managers and Sales Producers Subject Matter Expert on DC plan pricing strategies such as revenue sharing, ERISA budgets, fee leveling Strong knowledge of modern portfolio theory and asset allocation strategies DC plan operational knowledge (403b, 401a, 401k, 457, Non - Qualified plans) Sales coaching
Using sales experience to help coach sales/relationship managers to anticipate and overcome objections from advisors/clients.
Clients ranged from $1 mil to $9 billion in assets including many well-known Fortune 500 companies (Costco, FDIC, Carmax many other large clients)

HIGH VALUE RETIREMENT SALES/SERVICE

Confidential

Responsibilities:

Providing asset allocation advice to high net worth 401k plan participants.
Proactively uncovering client stated and unstated needs to create leads for sales opportunities.
Working sales leads and either referred the client to the right business channel or closed the business myself. Rollover Retention/Acquisition
Consistently met goal of rolling over $5 million / month from DC plans into IRAs in addition to transferring additional assets ( 529, taxable accounts)
Consistently followed up with clients to thank them for business and ask for referrals

Confidential

INDEPENDENT CONTRACTOR

Responsibilities:

Ran my own small business partnering with auto insurance reps to provide life insurance and investment products to Allstate clients.
Coached and incentivized service reps to identify qualified leads.
Coordinating with underwriting and processing departments to protect the firm and deliver best product to client.

INVESTMENT COUNSELOR

Confidential

Responsibilities:

Met with prospects and existing shareowners regarding all Confidential products to attract and retain assets for the firm.
Ranked in top ten annually against approximately 50 peers nationwide for total sales.
Worked with C.F.P. using Confidential Advisory Services financial planning platform to deliver customized personalized advice to clients
Promptly followed up with client issues and questions, sending thank you notes, planting the seed and following a process to obtain referrals from clients.
Followed detailed procedures to process financial transactions ranging from $100 - $1.5 Million dollars.

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