Account Manager Resume

Posted on: 2018-05-28

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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.