Description
Trusted advisor with excellent strengths throughout the complete sales and services cycle specialization in corporate retirement plans, investment strategies and group benefits * Proficiency in assessing clients' needs, offering appropriate solutions, providing education and information, and delivering top-notch service, essential to maximizing satisfaction and retention * Skilled at coordinating projects and programs to augment marketing, training and business operations * Able to analyze emerging products and market trends to plan sales strategies, promote products and optimize competitive positioning deliver compelling sales presentations to key decision-makers * Consummate skills in provider and market research, comparison, selection, monitoring and reporting * Extremely well-versed in ERISA and non-ERISA plans including funding, documents, reporting, fiduciary matters, compliance, employee education, investments, insurance and administration * Proficient at strategic planning, business analysis, workflow optimization and profit maximization
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Tig Advisors | Retirement Plan And Benefits Consultant | 4/2016 - 1/2018 |
| Self Employed | Benefits Consultant | 7/2014 - 4/2016 |
| Edward Jones | Senior Product Specialist, Retirement Plans | 5/2013 - 7/2014 |
| Wealth Plan Advisors | Investment And Welfare Consultant | 1/2011 - 5/2013 |
| Charles L. Crane Agency | Director / Supervisor Of Benefits Department | 10/2006 - 9/2009 |
| Rsm Mc Gladrey | Regional Director | 6/2005 - 10/2006 |
| Principal Financial Group | Field Vp Of Sales | 5/1988 - 4/2005 |
Accomplishments
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