Investment Advisor

QUALIFICATIONS PROFILE

Intuitive, results-oriented, and growth-focused professional with comprehensive experience in sales and service. Expert at seeking new sales opportunities, negotiating with clients, and maintaining long last client relationships. Adept at performing various duties in fast-paced and demanding work environments, with focus on increasing revenue and ensuring exceptional client services.

AREAS OF EXPERTISE

Strategic Planning and Analysis

Cost and Budget Administration

Asset Management

Profit and Loss Analysis

Client Relations and Retention

Cross-functional Leadership and Training

Risk Management

Rapid Conflict Resolutions

RELEVANT EXPERIENCE

Northwestern mutual – Annandale, NJ

Financial Advisor 2014-Present

Built own financial planning practice

Manages all phases of the sales-cycle

Serves as a trusted advisor to businesses and individuals

Represents full line of insurance and investment services

Career Highlights

Consistently met and exceeded all first, second and third year sales goals.

Achieved "Pacesetter First 40 Award" for top first-year representatives based on sales performance and volume, an award only 12% of the company hits.

Achieved “Pacesetter Second 60 Award” for top first-year representatives based on sales performance and volume, an award only 2% of the company hits.

Achieved Bronze award for achieving sales goals based on new clients and premium sold.

Attended “Fasttrack” Academy in Milwaukee, WI for top sales reps across the country.

Promoted into leadership in order to recruit, train, mentor, and develop new financial representatives.

Registered Series 6 & 63 as well as state insurance licenses.

Elite Green Air Technology -Woodbridge, NJ

Vice President 2013–2014

Developed brand awareness for successful start-up company

Researched and secured qualified leads

Project management for new business

Capitalized on opportunities in assessing home or business prior to damage

Involved with all aspects of Green Air Technology projects

Career Highlights

Established web presence to generate stronger non-referred leads, which led to a 20% increase of business within 1 year.

Built relationships with insurance companies to gain larger book of business

Built and maintained relationships with customers by being involved in all steps of the project

Drove business growth by upselling restoration work – creating opportunity for home additions and upgrades

OTHER EXPERIENCE

Beaver Brook Country Club – Annandale, NJ

Pros Shop Associate 2008–2010

EDUCATION AND CREDENTIALS

Bachelor of Science in Biology (2013)

State University of New York at Albany – Albany, NY

Graduated Cum Laude

Series 6 & 63 licensed

Health & Life Insurance licensed (Multiple States)

AFFILIATIONS

Financial Industry Regulatory Authority

Securities and Exchange Commission

Business Networking International

COMMUNITY INVOLVEMENT

United Way

Homefront

TECHNICAL ACUMEN

Microsoft Office Applications (Word, Excel, PowerPoint, Outlook, and Publisher)

Windows and Mac OS CRM

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