Financial AdvisorÂ Resume Phoenix, Arizona - Hire IT People

OBJECTIVE:

Performance driven professional with proven success cross - selling multiple products to clients based upon financial needs and retirement goals.
Establish and maintain long term relationships with clients in turn would provide a consistent referral base.
Consistent top performer reaching number one on the team ten out eighteen months. - Five years sales/customer service experience in intensely competitive industries and markets.

PROFESSIONAL EXPERIENCE:

Confidential, Phoenix, Arizona

Financial Advisor

Responsibilities:

pre - tax contributions, tax deferred growth, supplemental retirement income, and the platform of investments.
Educated teachers on what a 403(b) is, how they work, and why it is important for every teacher to have one.
Advise individuals based upon their risk, age, time horizon, and investment goals the best suitable investments that would benefit them the most at the time, and monitored it for maximum customer satisfaction.
Cross sold life insurance, Coverdells, Sep IRAs, Roth IRAs, and Traditional IRAs in conjunction with a 403(B) to better suit a person/persons needs and better prepare them for the future.

Confidential, Des Moines, Lowa

Individual Investor II

Responsibilities:

Increased company's assets by encouraging participants to roll their current and existing funds into retirement plans and IRA's .
Networked with various departments to assist participants and administrators with questions concerning all aspects of retirement plans.
Educated participants about importance of investing, saving, contributing, and how retirement planning is a necessity for the future .
Mentoring: helped new employees over a three week period learn how to be effective and efficient with the company's system, policies, and procedures.