Benefit Specialist Telemarketing
Resume:
James L Coryell
********@*****.***
www.linkedin.com/in/jamescoryell
Relationship Manager enthusiastic about establishing, solidifying, and growing client relationships.
Skilled in all administrative and compliance tasks encompassed in account administration
Experienced leader of successful relationship management teams resulting in growing revenue through client retention and selling additional services
Successfully managed retirement plan clients from complex multi-billion-dollar trust relationships to individual IRAs
Excelled at cross-selling additional services
Collaborative style and clear communications to engage team members, centers of influence and clients
In-depth knowledgeable of retirement trust administration and compliance, plan design and institutional investment strategies, Medicare, and small group health insurance
Demonstrated ability to enhance relationships with individuals, plan sponsors, investment committees, consultants, and other influencers
EXPERIENCE
CPM Consulting Services, Oak Brook, IL 2021-present
Benefit Advisor to Seniors and Small Businesses
Advised eligible individuals in selection of Medicare solutions
Brokered group health coverage for small businesses
Conducted marketing events to inform public of Medicare alternatives
Created book of business from scratch through seminars, community, professional and social networking
BankFinancial, N.A., Lincolnshire, IL 2018-2020
Wealth Advisor and New Business Development Officer
Developed and executed client acquisition plan with specific targets and strategies including telemarketing solicitation, seminars, community, professional and social networking, internal bank referrals and direct mail
Increased Assets Under Management by $16 million in first 12 months
CPM Consulting Services, Oak Brook, IL 2012 to 2018
Consultant/Registered Investment Advisor
Provided marketing/sales and execution consulting services to small businesses and individuals
Evaluated real estate investments and managed remodeling projects for private investors
Executed low-risk trading strategies to enhance income and capital appreciation for equity portfolios
Advised small business owners, executives, and professionals on benefits and investment decisions
Assisted seniors in selecting Medicare options by providing unbiased information
Comerica Bank, Oakbrook Terrace, IL 2010 to 2012
Vice President-Institutional Trust and Investment Services
Exceeded calling benchmarks and led nation in number of sales calls (180) completed in 2011
Closed over $90 million in new assets under management
SunTrust Bank, Atlanta, GA 2008-2009
Director – Institutional Investment Sales, Corporate & Investment Banking-National Accounts
Won $500 million in new assets under management from leading corporations in assigned market segments by aggressively targeting strategic opportunities
Increased investment sales by more than 100% in six months by executing calling strategies with assigned bankers
The Bank of New York, New York, NY 2006-2007
Master Trust/Custody Sales - Midwest: Large Corporate and Public Funds
Closed $47 billion in assets in first eight months by effectively building relationships with prospects
EDUCATION
Bachelor of Science with Honors, University of Louisville, Louisville, KY
Graduate study, The New School, New York, NY and University of Chicago, Chicago, IL
LICENSES/CERTIFICATIONS/ACCREDITATIONS
Certified Employee Benefit Specialist, International Foundation of Employee Benefits/Wharton School
Series 6, 7, 63 and 66, Financial Industry Regulatory Authority (Inactive)
Life Health and Accident, Variable Annuity, State of Illinois
Certified Pension Consultant, American Society of Plan Professional and Actuaries
Qualified Plan Administrator, American Society of Plan Professional and Actuaries
Accredited Retirement Plan Consultant, Society of Plan Administrators and Recordkeepers
PROFESSIONAL DEVELOPMENT
Past President-Chicago Chapter-International Society of CEBS
Member of Toastmasters International, Oak Brook Speakers Chapter
Leading Strategic Change, Darden School, University of Virginia
Team Management and Coaching, Cannon Financial Institute
Guitars for Vets Foundation, Volunteer Instructor, Edward Hines, Jr Veterans Hospital
Contact this candidate