Account Executive or Client Engagement Executive

Areas of Focus: Strategic Sales and Client Relationship Executive

Qualifications Profile

Top-performing, success-driven, and client-focused professional, offering well-honed experience in strategic client relationship and sales management to utilize skills acquired from diverse industries.

Known as an empowering manager; with proven adeptness in spearheading high-caliber teams of professionals to support organizational goals. Expert at developing innovative solutions; analyzing client’s critical requirements; and identifying deficiencies and potential opportunities to increase revenues, improve profitability, and attain set-forth goals. Highly capable of establishing great rapport and long-term relationships with key clients and other professionals of diverse backgrounds to identify opportunities, boost client base, and gain repeat business. Proficient with Salesforce and Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).

Core Competencies

Client and Employee Engagement

Business Development

Customer Service and Negotiation

Strategic Planning

Problem Resolutions

Organization Leadership and Team Building

Staff Supervision and Training

Financial Operations

Relevant Experience

USAA Addison, TX

Wealth Manager 2011–2017

Efficiently conducted thorough evaluation of members’ financial situation and long-term goals for client-focused strategy solutions.

Delivered first-rate services by identifying and providing client needs while facilitating client workshops, seminars, and meetings.

Evaluated client needs as well as identify potential clients, while developing products and services recommendation.

Closely worked with the Executive Management Team, in charge of facilitating team meetings and providing team progress and updates.

Notable Accomplishments:

Played a vital role in increasing client book by over 120% and client assets by approximately $55M yearly, thus top 5% in USAA wealth management advisors nationwide.

Contributed in attaining consistent far exceeding expectations involving management performance reviews, which led to top 3% ranking companywide.

Earned selection in the Champions Club to receive an intensive reward and trip for top 10% performers in the division based on product and service sales.

Gained distinction for being personally picked by executives to participate in the historic Army versus Navy game in 2016 in recognition for achieving the highest net worth client base.

AXA Advisors Dallas, TX

Financial Consultant 2006–2011

Rendered service to more than 200 clients on financial and insurance products and client planning.

Formulated innovative marketing strategies to improve client base through newsletters, cold calling, targeted seminars, and client referrals.

Interacted with clients’ trusted advisors to provide team-based solutions in close coordination with clients’ personal tax advisors and attorneys.

Assumed responsibility in searching, interviewing, and training new talent and advisors joining the Dallas AXA Team.

Notable Accomplishments:

Played an integral role as key member and performer of the Award Winning District based on sales production compared to all AXA advisors worldwide.

Drove efforts in boosting client book by more than 160% year-over-year and net assets under management by more than 110% annually.

Obtained the management role for exceptional work performance.

Other Experience

Eastfield College Mesquite, TX

Head Men's Basketball Coach

Southern Methodist University Dallas, TX

Assistant Men's Basketball Coach

Northwest Missouri State University Maryville, MO

Assistant Men's Basketball Coach

Education

Master of Science in Administration in Education – Northwest Missouri State University, Maryville, MO

Bachelor of Science in Social Science – Northwest Missouri State University Maryville, MO

Professional Development

Certified Financial Planner (CFP) License, 2014

Series 7 General Securities Representative Exam (GSRE)

Series 66 Uniform Combined State Law Examination

Life and Health Insurance Licenses

Training Programs

Sales and Negotiation Word and PowerPoint Customer Care and Retention Onboarding Talent Recruitment

Market Forecasting and Trends Salesforce Financial Industry Regulation Management Communication and Leadership

Activities

Regional Fundraiser, National MPS Society Volunteer/Fundraiser, Make-A-Wish Foundation

Youth Coach, Basketball and Football

Avid Traveller (Been to 5 Continents)

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