Team Member Financial Advisor
Resume:
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
***********@*****.***
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
Contact this candidate