Sales Manager
Resume:
Joanna MaKinster
Atlanta, GA *****
**********@*****.***
EXPERIENCE
John Hancock Retirement Services, Atlanta, GA - Retirement Plan Sales
Responsibilities include prospecting new advisors, growing relationships
with existing advisors, and providing investment comparisons. Products
include 401(k), Profit Sharing, Defined Benefit, Cash Balance, 457(b) and
Money Purchase plans. Conducting on-site sales meetings and conference
calls with advisors and plan sponsors. Work with external partner to hit
sales goals throughout the year. Additional responsibilities include
educating advisors and plan sponsors to understand their fiduciary
responsibilities.
4/07-7/07
Princeton Retirement Group, Atlanta, GA- Conversion Manager, A.V.P.
Responsible for retirement plan implementation meetings. Products included
401(k), Profit Sharing, Cash Balance, and Money Purchase plans.
Coordinated efforts to complete asset transfers, payroll, and other duties.
Supported the advisor and client throughout the plan installation process
to provide a successful conversion.
10/02-3/07
Enterprise Fund Distributors, Atlanta, GA
Retirement Services Supervisor
Created and rolled out the Retirement Services Department. Assisted
advisors and plan sponsors with retirement plan installation. Products
included 401(k), Profit Sharing, 403(b), SIMPLE and SEP plans. Coordinated
efforts with a variety of record keeping platforms. Responsible for client
service and asset retention. Provided ERISA knowledge to clients and the
sales team.
Retirement Regional Coordinator
Responsible for prospecting and maintaining advisor relationships.
Assisted advisors and plan sponsors with retirement plan design. Worked
with external partner to hit sales goals throughout the year. Provided
ERISA guidance to advisors and clients. Additional responsibilities
included developing and delivering sales presentations.
Broker Dealer and Operations Coordinator
Provided operations support for the client and retirement sales team.
Coordinated with the transfer agent and custodian to resolve plan issues.
College Planning Coordinator
Provided excellent service to advisors and clients for the 529 product.
Supported management by generating sales reports.
5/01-9/02
Wells Real Estate Funds, Norcross, GA- IRA Administrator
Provided IRA product information to advisors and clients. Products
included Traditional, Roth, SEP (and old SAR-SEP) IRA plans. Responsible
for opening and maintaining IRA plan accounts.
11/98-3/01
Davis Selected Advisors, L.P. Tucson, AZ
Retirement Plans Specialist
Responsible for retirement plan training for the service center. Products
included 401(k), 403(b), SIMPLE, SEP, and IRA plans. As a member of
management, assisted with elevated retirement issues.
Shareholder and Broker Services
Responsible for taking inbound shareholder and advisor calls. Provided
mutual fund information for Davis and Selected funds.
EDUCATION
Winthrop University, Rock Hill, SC
Bachelor of Arts in Psychology
ADDITIONAL INFORMATION
LICENCES- Series 26, Series 6, Series 63, Life, Accident, & Sickness and
Variable Products
DESIGNATIONS- Accredited Retirement Plan Specialist, Chartered Retirement
Plans Specialist
TECHNICAL SKILLS- DST/Apollo, PeopleSoft, Microsoft Word, Excel, and
PowerPoint
VOLUNTEER-10,000 Villages (Fair Trade Organization), MS Society
REFERENCES- Available on request
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