Sales Human Resources

Location:

Posted:

April 23, 2010

Tom Parzakonis

Irvine, CA *****

*************@*****.***

Qualification Summary

•Results oriented client service professional.

•Finely tuned presentation, negotiation, and relationship building skills.

•Retirement Services Professional with ARPC designation

Experience:

Financial Advisor, Edward Jones Investments July 2009-Present

• Built book of business through Edward Jones, through door knocking and hunting clients

• Conduct results oriented financial plans, group seminars, and execute investment sales.

• Exceeding production expectations

Financial Advisor, VALIC Financial Advisors 05/2008-July 2009

• Managed a book of over 200 retirement and retail accounts and maintained a 92% AIG

client retention rate.

• Independently built relationships with key decision makers across six school districts and

three college campuses.

District Manager, ADP Retirement Services 09/05-01/2008

•Marketed ADP's 401(k) recordkeeping and investment platform as well as their alliance partner's.

•Advised business owners regarding ERISA law and appropriate plan build.

•Proactively established a network of Financial Advisors and other business partners.

•Leveraged internal relationships through our payroll division in a team environment.

Education Specialist, ADP and Scudder Investments (Scudder acquired) 09/01-09/05

•Worked with business owners, human resources, and participants from point of sale to successfully

implement each retirement plan and educate it’s participants.

•Created and presented a customized education curriculum nationally.

•Generated the highest rollover dollars nationally 2005.

Sales Support, Scudder Investments11/99-09/01

•Presented Scudder fund solutions to financial advisors in an inbound phone environment.

Benefits Representative, Hewitt Associates04/96-11/99

•Answered inbound employee benefit calls related to 401(k) and health and welfare benefits

Licenses:

Series 6, 7, 63, 66, and CA Life and Health

Education:

Palm Beach Atlantic University, West Palm Beach, FL

B.A. Communications '95