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Click here or scroll down to respond to this candidateProfessional ObjectiveCandidate's Name
E EMAIL AVAILABLE C PHONE NUMBER AVAILABLESeeking a position where I can utilize my leadership skills to help drive growth, empathy, and vision in an established company. Work ExperienceAll State Old Bridge, NJExecutive Financial Specialist and Customer Service Representative April, 2014 PresentWorking as a partner with various agents of Allstate to expand and retain the relation of their customer with financial products including life insurance, investment options such as variable annuities, mutual funds, and 529s.Helping clients explore retirement possibilities for my customers with lifetime income products and rolling over 401Ks to help customers prepare for tomorrow, achieve financial goals, objectives and lifelong dreams.Work closely with clients needing disability income, accident insurance, and long term care and health programs of individual small businesses. Lotus Financial Group Matawan, NJIndependent Financial Consultant March 2013 April 2014Work closely with client-focused financial planning to ensure long-term strategies tailored to meet their personal risk tolerance, investment timelines, and most valued life goals of each customer.Helping clients accomplish financial objectives by assessing their financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances by gathering information regarding asset allocation, savings, tax planning, retirement planning and estate planning.Finding solutions to help meet customers needs.Updating job knowledge by tracking financial markets, general economic conditions, and new financial productsParticipated in educational opportunities presented to me in California (at my broker dealer National Planning Corporation) - May 2013. Also reading professional publications, maintaining personal networks with all wholesalers. Sovereign Bank Banco Santander Englishtown, NJ Western Monmouth County Financial SpecialistMass Affluent Banker/ Retail October 2000 March 2013Managed a portfolio of 500 Mass Affluent Retail Bank customers. Responsibility was to deepen, retain, and improve the profitability of these customers. Actively engaged in outbound calling from a lead list. Leveraged other lead sources to supplement weekly outreach efforts.In charge of compliance of all federal and state consumers (deposit and lending) banking regulations.Consumer lending loan specialist: including but not limited to, the review of all loan closing documents.Provides sound advice at every customer interaction to create a positive customer experience and ensure that sales standards are achieved.Conducted customer appointments and engaged in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer solutions.Reviewed customer needs to pro-actively recommend and sell products or services to the customer and respond to all customer service inquiries and concerns to provide solutions.Cross-sells all of Sovereigns products & services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking.Actively engaged in customer outreach efforts focused on acquiring new Mass Affluent customers. Outreach efforts included but not limited to lead lists, internal and external referrals, prospecting, and referrals from centers-of-influence.Developed and maintained relationships with business partners to increase cross-sell opportunities and achieve sales goals.Retail services; Checking, Savings, CD; Lending- HELC; Investments- Annuities, Funds Achievements: Top Performer for 2012, 2011 and 2010 Series 6 and 63Life and Annuity LicensesABC International Vending Sayreville, NJ- Middlesex County Office Manager/Payroll Admin September 1998- October 2000Kept records, provided administrative support, and was responsible for the smooth operation of the day-to-day businessMicrosoft Word/Microsoft ExcelP & T Vending Queens, NYOffice Manager/Marketing June 1980 August 1998In charge of accounts receivable/accounts payableMicrosoft Word/Microsoft ExcelEDUCATIONQueens CollegeBachelor of Science: MathC.W. Post: Minor PhilosophyBrookdale CollegeCertified Financial Planner CoursesLICENCESProperty, Casualty and Health |
