Insurance Specialist Customer Service

Laura Soladay

*********@*****.*** 303-***-****

linkedin.com/in/laura-soladay-776490a

Summary

I have spent many years in the financial industry including financial planning, insurance products and wholesaling. Specialties: I specialize in insurance products and estate planning. Experience

Wealth Management Banking Specialist

Merrill Lynch

Aug 2018 - Present (3 years 3 months +)

- worked on pilot project to integrate banking expansion to the Merrill Lynch Wealth Management division of the enterprise

- worked alongside national banking executive leaders to problem solve, strategize, and implement ideas to improve associate performance in the field

- worked along Merrill Lynch executives to increase revenue income

- collaborating with executives and partners across enterprises 8 lines of business to ensure collaboration and delivery of a “one team” seamless experience

- worked alongside project managers to develop and implement tools and resources for better effectiveness in the field

- led banking integration performance of 115+ licensed Merrill Lynch Financial Advisors

- assisted in the development of Wealth Management Bankers

- event planning to increase clientele and client satisfaction Relationship Manager

Bank of America

Nov 2016 - Present (5 years +)

- assisted in the Bank of America expansion to the Colorado market through associate development of staff for 7 locations

- 1 of 60 selected nationally to pilot junior Financial Advisor role working alongside executive leadership

- solving clients financial needs through advisement of banking products and services

- recognized as the Colorado Market top business integration associate for 2016 for collaboration performance with all 8 enterprise lines of business Internal Wholesaler

Leisure Werden & Terry

Nov 2015 - Sep 2016 (11 months)

Investor Services

ATEL Capital

Oct 2013 - Nov 2015 (2 years 2 months)

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Experienced Sales Professional

Entertainment Promotions

Feb 2010 - Feb 2012 (2 years 1 month)

Outside sales to non profit groups for the purpose of fundraising. Business Development Representative 2007

ICON Distributors, Inc

Sep 2007 - Sep 2008 (1 year 1 month)

Generated revenues within multiple channels, working in tandem with External Wholesalers to promote broker relations. Managed accounts throughout Colorado, Arizona and Utah. Internal Wholesaler

Great-West Life

Jun 2007 - Sep 2007 (4 months)

Sr Customer Service

Columbia Threadneedle Investments, US

Jun 2006 - May 2007 (1 year)

Senior Financial Advisor 2005

JPMorgan Chase & Co.

Jul 2005 - Mar 2006 (9 months)

Meet with clients to collect financial information, assess investment profile and evaluate client s financial needs. Determine which financial products best meet the client s needs and financial circumstances. Recommend investment solutions and advise the client regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments that meet the client s needs. Identifies and refers client to other financial services and specialists if needed including trust, banking and credit products. Provide client support, including to clients referred by other channels. Market to leads/referrals to build client base. Conduct investment seminars to promote available products to new and existing clients. Participate in various community and business activities to build and expand relationships and meet potential new clients. Conduct branch training sessions and in-branch coaching with team members. Partner with and refers cross-marketing opportunities to other channels.

Senior Financial Consultant

Presidential Brokerage, Inc

Aug 2004 - Jul 2005 (1 year)

Commissioned sales role, offering complete financial planning products and services to consumers. Gained comprehensive knowledge of mutual funds, life insurance policies, estate planning, and mortgage and debt elimination programs while providing products Recruited quality candidates for financial services sales, providing supervision and training for production and performance.

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Senior Financial Consultant and Insurance Specialist Quick & Reilly

Jan 2001 - Jan 2004 (3 years 1 month)

Insurance case design using life and annuities to meet the client's suitability. Act as consultant to other brokers in my territory to introduce and advise on insurance products offered. Be current on all product features, riders and legislation. Convey new product and legislation information to advisors in my territory. Act as liaison between advisors. Met and exceeded sales goals set by Bank of America through prospecting current clients and cold calling. Created book of 30 million dollars in assets including simple to complex retirement and financial planning. Design of portfolios for clients using stocks, bonds, mutual funds, annuities and life insurance. Sales of disability and long term care insurance policies when suitable. Implementation of 529 plans as an estate planning tool. Education

Colorado State University

Project Management Certificate, Project Management 2009 - 2010

Colorado State University

Project Managemt, Project Management

2009 - 2009

Mt. Hood Community College

Computer Apps, Computer Applications

1995 - 1996

North High School

Diploma, General Studies

1977 - 1981

Licenses & Certifications

Series 7 - FINRA

Skills

Mutual Funds • Investments • Financial Services • Insurance • Finance • Fixed Annuities • Portfolio Management • Banking • Strategic Financial Planning • Customer Service Laura Soladay - page 3

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