Service Representative Customer

Allison P. Futch *******.******@*****.***

***** *********** **** *** ****

Dallas, TX 75248 214-***-****

Summary of Qualifications

Performance-driven professional with over 27 years of sales experience primary focused on Relationship Management and Sales activities. Consistently acknowledged for achieving and exceeding objectives through exceptional relationship building skills, accurately assessing client needs, and identifying appropriate solutions. Valued for ability to leverage customer service expertise to increase sales and client retention. Highly motivated to succeed.

Professional Experience

Self Employed-Contract-NYL, Vanguard, Fidelity, Empower, TRA Aug ’18-Jan ‘23

•Cold called for new business

•Answer advisor/client questions regarding vendors and the services each provide

•Managed customer needs and expectations

AXA-- Equitable April ’16-Aug ‘18

Retirement Plan Consultant-Employer Sponsored Retirement Plans

•Cultivated relationships with potential and newly acquired clients

•Assisted Plan Sponsors/clients in fulfilling their fiduciary responsibilities

•Educated and encouraged employee participation in their retirement plan

•Conducted performance and investment reviews with sponsors and employees

Empower Retirement Plan Services, Dallas, TX Jan ‘16-April ‘16

Retirement Service Representative

•Presided over plan management, investment reviews and other plan sponsor meetings

•Educated employees on the benefits of the retirement plan and regularly increasing their contributions

•Aided participants in gaining access to their accounts and managing their investments

AXA--Equitable Nov ‘11-Dec ‘15

Retirement Plan Consultant-Employer Sponsored Retirement Plans

•Cultivated relationships with potential and newly acquired clients

•Conducted performance and investment reviews with sponsors and employees

•Assisted Plan Sponsors/clients in fulfilling their fiduciary responsibilities

•Educated and encouraged employee participation in their retirement plan

Vision Point Advisors, Dallas, TX Aug’10-Nov ‘11

Retirement Consultant

•Sought out new business with prospective clients

•Offered advisory services to plan sponsors on their organization’s retirement plan needs

•Enrolled employees in the employer plans and coordinated ongoing investment education

The Botsford Group, Frisco, TX Nov’09 -May ‘10

VP of New Business Development

●Prospected high net worth clients for financial planning services

●Promoted the philosophy of the firm through speaking engagements

●Created referral opportunities through current book of business

Health Markets

Field Sale Representative July ’09-Nov ‘09

●Sold Individual Life, Accident & Health Insurance

●Cultivated new client networking and referral programs

●Made unsolicited inquiries to prospects for insurance

ING Financial Services, Dallas, TX June ’08-Oct ‘08

Business Development Specialist

Created sales opportunities with new advisor relationships

●Maintained relationships with advisors in focus firms: Morgan Stanley, Smith Barney, UBS, Wachovia

●Presented ING Retirement Plan Products and Services to intermediaries and prospective plan sponsors

Lincoln Financial Group, Dallas, TX Aug ’07-June ‘08

Regional 401k Sales Director for North Texas Region

●Cultivated new business through intermediaries-Registered Reps, Insurance Agents, and RIAs

●Effectively manage territory-20 meetings/week, 21 quotes for new business/month

●Presented 401k product and service capabilities to intermediaries and prospective clients

The Standard Insurance Co. Plano, TX Aug ’01-Aug ‘07

Pension Consultant

Initiated new business through financial advisors and insurance agents

Assisted advisors and plan sponsors with plan design, investment advice and participant education

Assets under management: 55 million in 2003-2004

Regional Service Coordinator

Managed relationships with plan sponsors and advisors-Retention Rate: 98%

Provided ongoing service to plan sponsors and education to participants

Conducted enrollment and education meetings

Made sales presentations

Morgan Stanley; Prudential Securities; The Guardian Insurance Co.; PCA Health Plans

Education Licensure

University of North Texas-BBA TX Life Accident & Health

May 1996 Series 7 & 63, 65 (inactive)

Community Involvement: Junior League of Dallas, Junior League of Atlanta, Pi Beta Phi Alumnae Association, UNT Alumnae Association, Fellowship Church Volunteer, Farmers Branch Church Volunteer, Methodist Hospital Volunteer- Cuddler in NICU Unit, The Women’s Museum, Greeter at Hope Fellowship

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