Wealth Management Advisor

JENNIFER BELL

*** ****** **** **., *******, Ga **350 - 937-***-**** - **************@*****.***

Qualifications for Wealth Manager

PROFILE

Ambitious, results-driven professional with nine years of experience developing new business, generating sales, and initiating and maintaining key accounts within the financial services industry. Customer-focused, with a track record of exceeding client needs and expectations. Demonstrates outstanding team building and leadership skills as well as strong analytical and problem solving abilities. Proficient in Pegasis, RUMBA, AS400, Jetform 4.15.2, Windows, Microsoft Office, Microsoft Access, Internet, LENS, and GUI. Additional areas of expertise include:

Account Management • Budget Preparation • Sales Forecasting • Client Relations • Customer Service

Expense Control • Financial Consulting • Financial Management • Team Facilitation • Training/Development

HIGHLIGHTS

• Recognized for being number 1 in Mutual Fund sales in Dayton

• Ranked top 5 in Dayton for investment sales revenue

• Recognized for being a member of National City’s number 1 investment sales team

• Average $75,000 a quarter in investment revenue ($1,500,000 face value of all investments)

• Kept monthly branch expenses under budget.

• Achieved a “Low Risk” rating for all internal control reviews regarding compliance with federal regulations and bank policy.

• Surpassed 2008 branch growth and sales goals by 25% through the development and implementation of a sales plan.

• Exceeded individual and branch team goals by placing a high volume of outside sales calls to new and existing customers.

• Brought in a monthly average of $3,000,000 in new business through deposits and loans.

• Held $11,000,000 of client’s investments under management from 2005 through 2009.

• Received the “Best of the Best” award for excellent customer service and customer satisfaction.

• Earned Central Atlanta’s “Beat Your Best” awards for 12 consecutive months for surpassing the prior month’s sales in all areas.

• Noted as one of Cydcor’s top ten in sales nationwide for April, May, and June of 2005 and led a team to rank on top in June, July, and August of that same year for the Bellsouth Retail Campaign.

• Recognized at an annual sales meeting for ranking in the top 3 for 2004 with over $1,500,000 of client’s investments under management.

CAREER TRACK

PROTECTIVE LIFE INSURANCE COMPANY

Internal Annuity Wholesaler Current

External Wholesaler Training program. A comprehensive program that provides training in all facets of outside sales as a wholesaler to the wire house/independent agent community. Responsible for Annuity sales in multiple regions. Respond to incoming calls from brokers. Outbound calls: sales campaigns, meeting follow-up calls, new business, maturing business, and others as directed. Communication: to brokers- sales ideas, illustrations, hypothetical’s, rate changes, product updates, production numbers and company updates. Develop advanced fixed and variable annuity product and procedure knowledge to answer in-depth questions from brokers. Understand and utilize current technologies and promote related technologies appropriately to agents. Received “Exceeds Expectations” on Quarterly Review.

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JENNIFER BELL

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CAREER TRACK, CONTINUED

NATIONAL CITY BANK

Licensed Financial Consultant 2009

• Advise customers on the purchase of packaged investment products, mutual funds, annuities, whole life insurance. Expanded customer base through networking and current customers. Provided sales mentoring and training to other branch employees. Understanding of customer’s needs and recommend the best financial solutions from a full array of banking products. Recognized for being number 1 in Mutual Fund sales in Dayton. Ranked top 5 in Dayton for investment sales revenue. Recognized for being a member of National City’s number 1 investment sales team. Averaged $75,000 a quarter in investment revenue ($1,500,000 face value of all investments)

IRONSTONE BANK

Assistant Vice President, Financial Sales and Service Manager 2008-2009

• Accountable for the overall profit and loss of the branch. Coaches and mentors sales associates. Conducts performance reviews. Initiated a rewards and recognition program for branch associates. Leads monthly team building outings. Builds partnerships with business and commercial bankers and bank representatives from other lines of business. Completes and updates a weekly bankwide deposit pipeline report. Presents a weekly performance plan to the area executive. Attended civic and community group meetings to generate additional business for the bank. Kept monthly branch expenses under budget. Achieved a “Low Risk” rating for all internal control reviews regarding compliance with federal regulations and bank policy. Surpassed 2008 branch growth and sales goals by 25% through the development and implementation of a sales plan. Exceeded individual and branch team goals by placing a high volume of outside sales calls to new and existing customers.

WACHOVIA BANK, NA

Licensed Financial Specialist 2005-2008

• Invested time in improving team member performance, offering information and education related to products and services by actively leading the financial center team, daily financial center huddles, and team meetings. Consistently surpassed monthly sales goals. Built book of business through networking events, cold calls, referral business, and warm leads. Developed sales strategies for maintaining and expanding existing client relationships. Handled sales and service requests from walk-in customers. Frequently worked with Wealth team to provide full financial plans for high net worth clients. Brought in a monthly average of $3,000,000 in new business through deposits and loans. Held $11,000,000 of client’s investments under management from 2005 through 2009. Received the “Best of the Best” award for excellent customer service and customer satisfaction. Earned Central Atlanta’s “Beat Your Best” awards for 12 consecutive months for surpassing the prior month’s sales in all areas.

JNL MARKETING

Certified Marketer 2005

• Acquired and retained clients through inbound sales and direct marketing. Managed and trained new employees in the areas of sales and public relations. Coordinated multiple business trips to work with affiliated offices around the nation. Promoted to manager and transferred to Louisville, KY to open a new office. Noted as one of Cydcor’s top ten in sales nationwide for April, May, and June of 2005 and led a team to rank on top in June, July, and August of that same year for the Bellsouth Retail Campaign.

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STRATEGIC PLANNING GROUP, LLC

Financial Planner 2003-2005

• Completed a five-month financial planning training program. Conducted cold calls and hosted seminars and trade shows. Built and solidified client relations with the use of Estate Planning, Retirement Planning, Investment Planning, and Business Succession Planning. Recognized at an annual sales meeting for ranking in the top 3 for 2004 with over $1,500,000 of client’s investments under management.

A.I.G. AVIATION

Assistant Underwriter 2001-2003

Assisted head underwriters with insurance policy rating and evaluation of risk. Endorsed changes, extensions, and amendments to policies. Issued new and renewal policies. Performed monthly audits on multiple clients, ensuring timely payment of premiums. Performed retro adjustments to policies. Worked with outside brokers on the management of client accounts. Responsible for sales of new and renewal policies and policy riders.

MADISON FINANCIAL GROUP

Financial Planner 2000-2001

Solely responsible for building business. Acquired business through networking events, chamber of commerce, Atlanta Business Women’s Association, cold calls, hosting seminars and trade shows. Assisted clients in the areas of Estate Planning, Retirement Planning, Investment Planning, and Business Succession Planning.

EDUCATION

Bachelor of Business Administration, Finance, University of Georgia

Licenses: Ohio Accident Sickness and Health, Ohio Variable Products, Series 7, Series 66, Notary Public

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