Financial Planning Advisor
Resume:
FIN A N C I A L A D V ISO R
STEVEN SKILLEN
OBJECTIVE
C O NTA CT IN FO R M AT IO N
*********@*****.***
**** ******** **, ** **** CA 91941
Highly skilled and experienced Financial Advisor with a proven track record of helping clients achieve their financial goals. Strong expertise in financial planning, investment management, retirement planning, employee benefits and company sponsored retirement plans.
SKILLS
Portfolio Management Investment Analysis Risk Assessment Financial Planning Retirement Planning Insurance Planning Tax Planning
Estate Planning EXPERIENCE
FINANCIAL ADVISOR
Skillen Financial Strategies, Inc. Wayzata MN & Port Richey FL 2000 - Present
•Build a financial advisory practice from the ground up over 24 years, providing investment and financial planning advice and services to small businesses and individual clients.
•Responsible for new client acquisition, nurtured existing client relationships, and managed client's investments, financial plans, and risk management. products.
•Developed comprehensive financial plans for individual clients, based on their goals, risk tolerance, and time horizon using commission and fee-based, financial instruments.
•Provided excellent customer service, maintaining client satisfaction and a client retention rate of 95%.
•Proposed, implemented and managed employee benefit packages including medical, dental, disability, life insurance and 401(k) plans, and other employer-sponsored retirement plans.
REGIONAL ACCOUNT EXECUTIVE
Liberty Mutual. Minneapolis, MN 1998 - May 2000
•Open a regional office for a new division of the company.
•Created the sales proposal adopted for division-wide use.
•Developed and implemented strategic sales plans, for a new distribution channel.
•Successfully negotiated and closed high-value contracts both direct with the client and through employee benefit brokers.
SR. GROUPS SALES REPRESENTATIVE
Phoenix Mutual Life Insurance. Minneapolis, MN Jan 1990 - Apr 1998
•Conducted new sales and managed client renewals for Minneapolis and greater Minnesota and North Dakota markets. Achieved a client retention rate of over 95%.
•Successfully managed and exceeded sales goals.
•Developed and maintained strong relationships with key end user clients and employee benefit brokers.
•Collaborated with underwriters on self-funded and fully insured medical, dental, disability and life insurance.
•Trained new representatives to increase Minnesota and North Dakota market share.
OUTSIDE SALE REPRESENTATIVE
Universal Forest Products. Wichita, KS, Austin, TX, and Tomah, WI Aug 1984 - Dec 1999
•Achieved consistent annual sales growth of 10% by closing deals with new clients and new product sales to existing clients.
•Handled the largest and most profitable clients for the Tomah Wisconsin plant.
•Managed client inventory and recommended purchasing requirements for the client's purchasing managers
•Demonstrated exceptional negotiation skills to secure long-term contracts with key accounts.
•Opened new markets not previously serviced by the company.
EDUCATION
POLITICAL SCIENCE AND ECONOMICS
Hope College. Holland, MI Aug 1980 - May 1984
HIGH SCHOOL DEGREE
Blackford High School. Hartford City, IN Aug 1976 - May 1980
CERTIFICATIONS & COURSES
Accredited Investment Fiduciary
Life, Health, Accident and P&C license
Series 6, 63, and 65 securities licenses
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