Description
Real Estate professional since 2014 delivering outstanding buying/selling services to clients in Indiana and Kentucky. Natural networker with an exceptionally strong referral base creative lead generator with a reputation for consistently and successfully closing. Retired high-performing financial advisor with 25+ years' experience in estate and investment planning, business continuity, and retirement planning, dba The Frazier Financial Group. Advanced education in financial planning and advising, as well as L&H and retirement. Skill Highlights I Proven ability to develop strong, long-lasting relationships through utilizing effective communication and active listening skills. I Well-honed negotiating skills with the ability to consider many different viewpoints, while reaching an effective business decision. I Strong management skills with ability to manage and grow an effective team. I Excellent consultation and evaluation of client needs to determine best options. Core Accomplishments Sales ~ Business Development I Increased organizations gross sales through personal performance, referrals and increasing the rate of closings. I Maintained an average 87% client retention rate throughout professional career. I Grow annual sales each year in the area of ls* year commissions (new business), cross sales (existing sales), and in joint closing work. Recruiting I Recruited & Counseled prospective financial planners on career opportunities I Successfully qualified and recruited approximately 20 new financial planners over course of career. Sales ~ Business Development I Increased organizations gross sales through personal performance, referrals and increasing the rate of closings. I Maintained an average 87% client retention rate throughout professional career. I Grow annual sales each year in the area of ls* year commissions (new business), cross sales (existing sales), and in joint closing work. Recruiting I Recruited & Counseled prospective financial planners on career opportunities I Successfully qualified and recruited approximately 20 new financial planners over course of career.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Skylight Financial Group | Financial Planner | 1/2010 - 1/2013 |
Accomplishments
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