Account Manager Resume
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Resume:
Skills Profile
Highly motivated sales leader with over five years of experience in sales & customer service. Strong communicator;
Language fluency in Spanish with reading and writing proficiency. Maintain working knowledge of Microsoft Word, Excel,
Outlook, Windows OS, typing rate of wpm. CA Life, Accident & Health, Variable licensed #I, Series, &
Experience
Dec. -March Ameriprise Financial Services, Las Vegas, NV
Client Relationship Manager
- Helped clients meet their financial goals through proprietary financial products and planning services. Reached new financial planning quota in the first quarter.
- Successfully completed first five Kaplan review courses for the CFP® Certification Exam; CFP® candidate November .
- Helped clients assess their life insurance coverage needs and transition into retirement by preparing for retirement income.
- Counseled clients on the suitability of investment products including mutual funds, ETF’s, Unit Investment Trusts, Managed Portfolios, Cash Certificate Products and Annuities.
- Helped rebalance investment portfolios to fit client’s investment objectives.
- Maintained accurate and compliant client records by logging client correspondence in CRM system and communicating applicable disclosures to clients.
- Collaborated with other brokerage and service departments to help oversee the timely processing of new account applications.
Client Services Associate
- Able to work in a high pace environment. Experienced in exclusively supporting a team of five financial advisors while taking or more calls a day from clients.
- Proficient in addressing client’s inbound call inquiries regarding their current or potential new accounts helped identify cross-selling opportunities for advisors by scheduling new and reoccurring appointments on their respective calendars.
- Aided team in winning two quarterly team sales achievement awards by performing non-role specific duties including acquiring new life insurance business contracts and producing more than $, in gross-dealer commission for the team.
Client Services Coordinator
- Made average of calls per day to current clients for appointment reminders; helped support advisor’s calendars for multiple regional territories.
- Enrolled and studied for completion of the Kaplan Series licensing course. Successfully passed the exam on //.
May -October Northwestern Mutual, Los Angeles, CA
Associate Financial Representative
- Prepared daily appointments by ensuring correct fact-finding materials, insurance illustrations, planning analysis reports, investment paperwork, applications and issued policies were available to the advisor.
- Expedited the application process by obtaining required information from clients and communicating directly with underwriters.
- Facilitated exchanges, annuitizing annuities, changing beneficiary designations and other daily client servicing requests.
- Responsive to vastly changing work environment; aided in the implementation of Microsoft’s CRM beta testing pilot program. Utilized multiple computer applications to identify cross-selling opportunities, manage scheduled appointments, track open cases throughout the sales cycle and maintain up-to-date client information.
- Specialized in designing unique hybrid life insurance policies designed to provide supplemental retirement income while avoiding a Modified Endowment Contract classification. Generated additional illustrations for high net worth clients including Disability, Term, Portfolio Deferred Income Annuity and LTC.
- Managed various marketing campaigns using Networking, Referrals, Direct Mail, e-Newsletters and Social Media.
June -Feb. Service Corporation International, Bellflower, CA
Community Services Counselor
- Presented and finalized contract agreements for residential clients to secure pre-arrangement funeral & cemetery needs.
- Lead presentations to groups of - residents on the pre-arrangement process and steps.
- Administered cold calling, grassroots marketing, and networking techniques in order to develop warm leads.
- Prepared marketing material for Multi-Chamber Commerce Networking Mixers, mailers and website ads.
- Maintained strong presence in the community by working closely with Churches, Sub-Acute Centers, Convalescent Homes, Grocery Stores, Senior Living Communities, Chambers of Commerce and other community organizations.
Education
June Michigan State University, East Lansing, MI
Bachelor of Science, Retailing
- Successfully completed the six-month internship at Fantastic Prom in Lansing, Michigan, where my efforts as a strong team player helped achieve monthly store sales goals.
- Created and administered employee evaluation forms, produced survey results for store manager and internship program director.
December Michigan State University, East Lansing, MI
Bachelor of Science, Apparel & Textile Design
- Featured designer in the school newspaper, http://www.statenews.com/index.php/article///made_apparel_debuts.
- Specialization in Entrepreneurship.
