Sales Customer Service

Alana M. Lewis E**** Kenwood Dr

Financial Advisor Iola, WI 54945

**********@*****.*** 920-***-**** (mobile)

I am interested in a position in Human Resources or related area, or Financial Analyst with a successful, forward thinking company that values hard work, dedication, integrity, and interpersonal skills

Qualifications Summary

Accomplished, flexible and results-driven Financial Advisor with six years of experience in Performance Management, Training & Development, Financial Management, Conflict Resolution, Sales, Advertising & Marketing, Event Planning, Multi-Tasking and Time Management.

Created and presented sales strategies and ideas on mutual funds, variable and fixed annuities, retirement plans, and 529 Education plans for clients and their families in all respective areas.

Successfully grew the firm by conducting seminars, maintaining customer relationships, generating new clients and recruiting new advisors.

Served as the affluent clients' primary financial advisor, managing and delivering financial products and services (including wealth management, financial planning, risk management, and estate planning) via on-going relationships.

Experience

Financial Advisor

Edward Jones Investments, New London, WI

Sept 2010 to Present

Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. Maintained confidentiality of Edward Jones records and client information.

Worked with and fostered client's advisors including their CPA, attorney, personal representative, and family members to evaluate the costs and benefits of different estate plans, education plans, and retirement plans

Responsible for making financial recommendations with regards to financial objectives and adjusting asset allocations to fit within a defined financial strategy that is developed and implemented by me as the advisor.

Retail Sales Manager

Verizon Wireless, Oshkosh, WI

Apr 2007-Sept 2010

Completed weekly schedules according to payroll policies. Trained all new managers on store procedures and policies. Maintained daily record of all transactions. Trained staff to deliver outstanding customer service. Analyzed marketing information and translated it into strategic plans.

Addressed and corrected sales staff communication issues in a tactful and effective manner. Worked closely with the district manager to formulate and build the store brand. Contributed to merchandising ideas at team sales meetings.

Education and Credentials

Bachelor of Science (Psychology) – 2005 University of Wisconsin - Stevens Point, Stevens Point,

WI; Professional Licenses: FINRA Series 7, 66, Wisconsin Insurance Licenses: Life, LTC, Annuities; Training & Development: Edward Jones Sales Training Leadership & Team Building

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