Linwood Reynolds

“To do what ought to be done but would not have been done unless I did it, I

thought to be my duty.” -Robert Morrison

540-***-****

ad4bhk@r.postjobfree.com

EXPERIENCE

DPL Financial Partners Louisville, Ky (Remote) — Internal Consultant

May2022- Present

● Partner with RIA firms to identify and place annuities within client portfolios

● Place outbound calls to advisors to promote idea sharing with advisors to identify opportunities

● Strategize as a team member to help others within the team succeed.

● Maintain a sales pipeline with opportunities from 200+ advisors

● Walk advisors through operational processes

● Assist in post-issue operational service

● Partner with service carriers to identify issues that clients are facing Futurity First Insurance Group, Salem, Va — Financial Advisor & Medicare Specialist

October 2020 - May 2022

● Work with Medicare clients to select health plans to help optimize health care.

● Set up investment accounts and portfolios to maximize client goals within current budget and assets.

● Utilize technology to keep meetings efficient and ensure paperwork is submitted correctly.

● Collaborate with teammates to gain alternative perspectives for complex situations.

● Generate and present financial models and reports to clients based on prior and projected portfolio performance.

● Analyze existing financial markets to develop strategies to optimize growth while mitigating risk

● Manage client assets to achieve long and short term goals based on market conditions, trends, and analysis .

● Trade within accounts to optimize returns and minimize risk and tax implications

SKILLS

Oral Communication

Written Communication

Problem Solving

Needs Based Analysis

Strategic Planning

Team Brainstorming

Calendar Organization

Entrepreneurial

SAP

Microsoft and Google Suite

Proficient

Customer Service

Health Insurance

Asset Management

Sales Force

Business to Business Sales

Mutual of Omaha, Roanoke, Va — Insurance Based Financial Advisor

January 2018- October 2020

● Set up and maintain client accounts to achieve financial goals while utilizing insurance products to help protect financial security.

● Create strategies that will generate guaranteed lifetime income for clients while preserving wealth for beneficiaries.

● Work with an advanced marketing team to generate new and unique strategies for each unique situation.

● Manage Assets to meet client investment goals using market analysis and trends

Colonial Life, Lynchburg, Va— Agency Development

Manager

May 2017- January 2018

● Recruit entry level insurance agents.

● Train new agents to set up accounts with small businesses for employee benefits.

● Work with new agents on product knowledge as well as electronic enrollment tools.

● Work as a unit to enroll groups of 10-15 people efficiently to ensure a small business’s workflow is not interrupted. Titan America, Roanoke, Va— AR & AP Scanning Clerk

(Temporary)

May 2016- August 2016

● Scan documents for accounts payable. Data entry to link digital copies to SAP reference number.

● Research payment discrepencies between billed amount and payment received.

● Assist accounts receivable representatives to streamline application of payments in SAP for products received. EDUCATION & LICENSES

Lynchburg College, Lynchburg, Va — Bachelor of Science August 2013- May 2017

Mathematics Major & Economics Minor

Life, Health, & Annuity License

Certification for Long Term Care

Finra Series 6, 63, 65

REFERENCES

Available upon request

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