results-driven, solutions-focused, and detail-oriented team player desiring a challenging and rewarding comprehensive financial planning role within a dynamic and successfully progressive organization where previous experience can merge toward the active achievement of exciting new business opportunities for continual organizational growth.
ø offer over six years of solid professional experience in financial services planning, counseling, and organizational support roles, including expertise within strategic analysis, real estate, and client relations capacities.
ø contribute profitable business negotiations skills, dynamic presentation abilities, and successful interpersonal relationship-building techniques, along with excellent written and verbal communication talents.
ø provide expertise in the consultation, development, and follow-up of high-level client sales while consistently ensuring the highest levels of customer satisfaction are achieved at all times and concurrently attaining the maximization of operational profits.
ø demonstrate dynamic prioritization and time management skills, including quickly identifying and resolving daily problems in a proactive and productive manner while maintaining exceptional personal and professional work ethics.
ø foster synergistic teamwork across a multitude of personnel levels while making solid organizational decisions to reflect positively on client satisfaction and operational well-being.
ø capable of staying focused and maintaining a calm demeanor in fast-paced, high-pressure situations while exhibiting diplomatic and objective client services interaction, both in person and via telephone.
ø excel within independent or team-based environments to meet and/or exceed all organizational goals and objectives while contributing proven business acumen and sharp troubleshooting abilities.
~ professional licensures ~
chartered retirement planning counselor (crpc) / securities series 7 / securities series 63
texas life, health, and variable insurance license / texas real estate license
ø successfully assist clients within a fast-paced, high-volume inbound call center with comprehensive financial services (i.e. retirement, investment, college planning, assets / family protection, estates documentation, and military activities) in order to locate the most effective products to fit individualized needs.
ø optimally develop and maintain solid working relationships with clients to anticipate consumer requirements and increase overall operational satisfaction.
ø actively communicate the company s vision, value, and goals to clients in order to profitably ensure a continually loyal and satisfied customer base.
professional synopsis (continued)
ø developed individualized financial plans for clients utilizing execplan and word software, as well as actively discussing products and business recommendations with senior cfp personnel.
ø created asset allocations consistent with client risk tolerance, goals, and time horizons, along with entering all necessary trades and performing daily securities downloads with portfolio center software.
ø contributed a proven record for producing substantially profitable financial transactions for clients through effective business planning and organization while working under considerable time constraints.
ø maintained up-to-date client information and notes in protracker, as well as efficiently producing annual and semi-annual all-inclusive financial reports.
ø optimally performed all facets of real estate negotiations and sales transactions to consistently exceed all set organizational goals, including objectively providing client counseling with prospective buyers and dynamically previewing, identifying, and showing key properties.
ø successfully formed strategic relationships with a broad-based clientele to ensure exceptional business retention by facilitating intelligent profit objectives and providing outstanding client relations, as well as by actively developing new business opportunities for continued marketplace presence.
ø prepared all necessary contracts, including actively working with attorneys, home inspectors, appraisers, and other real estate agents / brokers to successfully complete all necessary administrative activities in the attainment of a seamless organizational process.
ø analyzed customer needs through the utilization of superior product and services knowledge and outstanding communications skills in order to build optimal relationships with clients, while concurrently exceeding all team-based and individualized goals.
ø efficiently gathered detailed information for the processing of various financial plans, along with regularly achieving dynamic operational success and essential business retention through strong presentation abilities and excellent interpersonal relationship-building techniques.
ø prepared for and attended all necessary client meetings with advisors, along with efficiently inputting necessary data into comprehensive planning software.
ø maintain accurate and proactive financial policy / procedure implementation through consistent professional educational and training endeavors to ensure successful compliance with financial laws and regulations and the attainment of consistent new business prospects.
education and computer skills
bachelor of business administration angelo state university
proficient in microsoft office (word, excel, powerpoint, outlook) /
execplan / portfolio center / protracker / act
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