Financial Services Professional

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
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About me

Highly skilled financial services professional with over 25 years of experience in the industry. My background encompasses a broad range of financial services, including investment management, wealth advisory, risk assessment, and financial planning. Throughout my career, I have consistently achieved outstanding performance and built strong relationships with clients by providing expert guidance and personalized solutions.


Professional area



Education

1993-1996 B.A. Degree @ University of California Santa Barbara

Experience

2021-2023 Financial Services Professional @ New York Life

• Consistently achieved a 90% client retention rate, delivering innovative solutions, and licensed products including life and health insurance, college and retirement planning, business solutions, investing, and long-term care insurance, employing an entrepreneurial approach.
• Cultivated strong relationships to identify client needs and provided suitable solutions from a diverse product inventory.
• Conducted individual meetings and group presentations, delivering comprehensive reports, policy benefits, and guidelines.
• Educated and advised clients on coverage benefits based on their specific requirements, leveraging deep knowledge of insurance policies and requirements.
• Analyzed financials and developed comprehensive plans aligned with individual insurance needs and financial goals.
• Ensured compliance with licensing and federal/state regulatory guidelines.
• Proactively maintained client satisfaction through regular follow-up, addressing inquiries, and introducing new products.

2008-2019 Vice President, FADP @ Merrill Lynch Bank of America

• Maintained an exceptional portfolio, generating annual revenues ranging from $250,000 to $5 million.
• Leveraged consultative sales techniques to prospect new business, strengthen existing relationships, and recommend financial solutions.
• Consistently achieved sales goals by acquiring new clients and enhancing relationships with a proven track record.
• Specialized in business lines of credit, equipment financing, commercial real estate loans, cash management/treasury services, and private practice lending.
• Conducted thorough financial analysis, including cash flow analysis, interpretation of financial statements, and assessment of industry trends.
• Excelled in prospecting, networking, and identifying new business opportunities through client visits and cold-calling activities.
• Leveraged insights, ideas, and relationships proactively to generate new and incremental business.


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