Benjamin Dethlefs, Crpc® Email & Phone Number

Plano, TX

As a Retirement Planner, I provide my clients with a broad range of personalized retirement planning services and solutions such as tax planning, wealth management, estate planning, Medicare guidance and Social Security advice. My goal is for my clients’ savings to last as long as they do and giving them financial peace of mind is my top priority.

Plano, TX

Southlake, TX

As a financial sales professional, I pride myself in being able to comfortably connect with clients and their individual needs, and find investment solutions that help them reach their goals and dreams. Building relationships, book management, client retention, and investment management sales are key abilities that have allowed me to excel in my position.

Ft Worth, TX

• Develop strong relationships with clients, prospects and business partners, working collaboratively with fellow colleagues in the Branch to provide and ensure highest levels of service and positive experience to our.
• Assess, assist, and advise existing and prospective clients in the alaysis of financial situations and selection of products and services best suited to meet their financial goals.
• Present investment strategies in a clear and concise manner to retail clients that enable them to make informed investment decisions. This often includes communicating a comprehensive overview of asset allocation and.
• Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement.
• Position appropriate guidance channels -- through balanced presentations -- to each client’s current needs and long term financial strategy.
• Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention.

Fort Worth, TX

• I deliver unparalleled value and outstanding service that elevates client trust and brand loyalty. I currently hold both the Series 7 and 63 licenses, and as part of my daily routine, I:
• Provide client support by answering inbound phone calls and/or email regarding accounts, policies, services and available products
• Place equity, option and mutual fund trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
• Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
• Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results

Irving, TX

I manage a territory of multiple states, wherein I develop and build client relationships in order to consult in managing short term staffing objectives. I have provided many anesthesia groups and hospital anesthesia departments with the solutions necessary in order to maximize staffing efficiency and cost management through locum tenens, while enabling.

Dallas, TX

Acted as trainer and head waiter while specializing in fine wine sales and advanced sales techniques. I set the record for the quickest advancement from baseline employee to top of waitstaff in this 5-star restaurant's history.

Flower Mound, TX

I ran the floor of the restaurant while working in the best sections therein, was responsible for training all new-hires for over half of my tenure, and used sales techniques for selling fine wine to customers.

Grapevine, TX

Excelled at high-end food and wine sales in this upscale dining establishment. I won many of the sales contests held by the restaurant during my tenure.

Grapevine, TX

Worked my way up from dining room server to cocktail lounge server and eventually bartender. I quickly established myself as a key part of the training and employee development team. Here I excelled at high-volume, high-quality customer service in a high-stress environment.

Bba, Entrepreneurship, 3.90 Gpa

Activities and Societies: Beta Gamma Sigma, the premier Business Fraternity in the world. Golden Key Honor Society, Alpha Chi Honor.

Civil Engineering, 3.0 Gpa

Associate Of Arts (A.A.), General Studies, 3.25 Gpa