Roger Freidank, LUTCF
**** **** ****** ** **, Albuquerque, NM 87120
Cell: 505-***-****:
acebux@r.postjobfree.com
Executive Profile
Strategic and results-driven Financial Executive offering distinguished
care in leading all levels of financial management functions. Demonstrate
expertise in business development, client relations, and financial
solutions. Strong persuasive leader with passion for developing staff and
helping clients in financial planning. Create highly profitable programs
through marketing, training, and partner relationships.
Skill Highlights
? Interpersonal skills ? Microsoft Word, Excel, PowerPoint
? Account management ? Project management
? Marketing ? Creative problem
resolution
? Presentation skills ? Verbal/written
communication
Core Accomplishments
. Established career of achievement and advancement, advising over 3,000
clients on their financial needs.
. Taught insurance and financial classes for 30 years.
. Mentored and trained 50 agents, providing hands on leadership.
. 100% referral based business due to outstanding knowledge, customer
service, and client relations.
. Achieved lifetime membership in Million Dollar Round Table.
Professional Experience
Life Insurance Department Director
September 2013 to current
Hub International-Southwest-Albuquerque, NM
Established life insurance department, creating all marketing, sales and
client services
Head of Life Insurance Department
January 2013 to August 2013
Manuel Lujan Agencies - Albuquerque, NM
Created life insurance department, handling all marketing, sales and
customer services
Owner / Financial Advisor
February 1981 to July 2012
RDF Financial LLC - Albuquerque, NM
Financial Planning:
. Advised clients on the best routes and products for their financial
needs, providing in-depth analysis and advice.
. Developed and wrote financial plans for clients, providing financial
solutions.
Human Resources / Staff Development:
. Interviewed, hired, trained, and supervised employees.
. Taught financial classes on investments and mutual funds, mentoring
employees. Sales / Marketing:
. Launched and marketed new products.
. Drove sales efforts to secure appointments and follow-up meetings.
. Established and developed contacts to present products and services.
. Prospected and qualified clients, identifying needs and providing
solutions. Customer Service:
. Organized and coordinated resources and deliverables.
. Demonstrate professionalism at all times.
. Identify opportunities for change and process improvement.
Client Relations:
. Deliver results with consistent communication with clients, promoting
excellent client relations.
. Support client's business requirements and offer value-added benefits.
. Prioritized ethics in building sound business practices.
Education
University of New Mexico
Bachelor of Business Administration
Bachelor of Arts in Journalism