Business Development Call Center

Richard Brown

Savannah, GA *****

912-***-**** *************@*****.***

PROFESSIONAL SUMMARY

I am looking for a Relationship Manager opportunity utilizing my experience in mutual fund asset allocation and asset protection thought banking products to enhance and grow a customer base.

SKILLS

FINRA Series 7, 65, 63, 6 CRD# 5613291

Life and Health Insurance License NPN # 6586609

Regulatory Compliance

EXPERIENCE

FEBRUARY 2024-CURRENT

Owner/Agent

Coastal Financial Solutions Savannah, GA

Wrote and implemented a business plan to reach the mass market and small business owners who depend on the Affordable Health Care Act to increase and retain their work force.

Increased my circle of influence of referrals with small business development associations.

OCTOBER 2023-FEBRUARY 2024

Business Development Manager

True Coverage Insurance Savannah, GA

Originated Affordable Health Care and applications matching customer needs with a financial solution.

MARCH 2013-AUGUST 2023

FINRA Registered Representative

TIAA Charlotte, NC

Expanded client's portfolio of assets under management and fee income with consolidation of outside previous employer retirement plans, IRAs, 403B and 401K plans, resulting in 125% of scorecard goal year after year.

Identified gaps of risk exposure. Whole Life, term life, Key Person and buy sell agreements reduced exposure to financially life changing events.

Internal referral partnership, I achieved a 150% of referral goal for both mortgages and insurance.

Banking and brokerage services provided client solutions to help them achieve their changing financial goals.

EDUCATION

Business Degree - Marketing and Finance

Mercer University, Macon. GA

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