Sales Customer Service

Meghan K. Doherty

**A Alpine Terrace

San Francisco, CA 94117

415-***-**** **************@*****.***

Certified Financial Planner™

PROFILE

Results oriented strategic financial planner leader and creative problem solver recognized for profitably growing enrollment and

businesses to achieve desired results in financial products and business-to-business (B2B).

Expertise includes:

• • •

New Business Development Web and Email Marketing Marketing Campaign Creation

• • •

Brand Building Building Profitability Publicity

• • •

Retail Marketing Business to Business Mentor and Trained Jr. Reps

• •

Marketing

Strategic Creativity Strategic Alliances

• Consumer Communications

EXPERIENCE

AXA FINANCIAL ADVISORS, San Francisco, CA 2009– Present

Financial Advisor

Advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans.

• Conduct in-depth reviews of clients current and financial goals

• Assist clients in making informed financial decisions

• Devise and execute marketing strategies to attract and acquire new clients

• Provided clients with information on new and existing products and services

• Achieved client satisfaction and loyalty through excellent services

• Currently hold and responsible for maintaining Series 6, 7, 63, 65 Life, Health & Variable Annuity Insurance Licenses in

California.

ING FINANCIAL ADVISORS, San Francisco, CA 2003 – 2009

Senior Account Executive

Sales and enrollment doubled during tenure. Oversaw marketing/sales team responsible for and staff of 5 while building

relationships with city leaders. Perform enrollment, sales, and marketing activities for the City and County of San Francisco Deferred

Compensation/ 457 Plan.

• Day to day responsibilities involve counseling employees on the advantages of saving for retirement using pre-tax

contributions. This involves risk-profiling, investment selection, asset allocation and distribution options

• Responsible for a territory with over 400 million in assets and over 7000 eligible participants

• Built and maintain strong relationships with key City contacts and Union leaders. Key contact for the Fire Department,

Public Utilities Commission, Department of Human Services among others

• Deliver financial education seminars and am one of two lead presenters for the San Francisco Employees Retirement

System Deferred Compensation seminar which has over 200 attendees

• Annual Sales leader for 2 of the past 3 years of five representatives

• Exceeded sales objective every year

GREAT-WEST LIFE AND ANNUNITY, San Ramon, CA 2000 – 2003

Account Executive

Increased sales by 20%. Key contact for both plan administrator and plan participant regarding investment options, enrollment and

administrative issues, retirement expectations and calculations, distribution options

.

• Perform enrollment, sales, and marketing activities for the 401(k), 401(a), 403(b) and 457 Deferred Compensation markets

• Responsible for territory with over 90 million dollars in assets and over 2500 participants

• Deliver financial education seminars that focus on Women & Investing and Investment Fundamentals and Long- Term

Investment Strategies

• Ranked in top 15% of Account Executives nationwide

• Exceed sales objectives while providing high quality customer service

MEGHAN K. DOHERTY

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GREAT-WEST LIFE AND ANNUNITY, Atlanta, GA 1998 – 2000

Office Manager

Provided marketing and administrative support for the Vice President of Sales and Defined Contribution Specialists

• Coordinated conference events and seminars, including the contacting of invitees to promote and insure participation

• Managed office expenses and procedures in a non-supervised position. Performed all office scheduling and administrative

duties

• Assisted advertising sales team with promotions, proposals, contracts, market research and client services .

• Developed compelling, innovative and dynamic content and promotions.

EDUCATION

Bachelor of Science, University of Florida, Psychology and minor in Criminology. Gainesville, FL. 1997

UC Berkeley Extension Program, Certified Financial Planner Program

ADDITIONAL INFORMATION

• Member of Toastmasters International since March 2000

• Proficient with Windows, Microsoft Office, Lotus Notes and the Internet

• Excellent interpersonal, consulting, written and verbal communication as well as time management skills

• Participated and completed NYC Marathon as well as San Francisco Triathlon; Featured article in San Francisco Chronicle on tr

and completion.

• Volunteer and fund raiser for ASPCA San Francisco Chapter

Contact this candidate