Brooke Peyton Email & Phone Number

Baltimore, Maryland, Us

Baltimore, Maryland, Us

Manage daily administration of retirement plans with a focus on Third Party Administrative relationships. Providing outstanding customer service, researching, and providing resolution and solutions to customers. Partnering with Clients, Advisors, and TPAs to present the performance of their retirement plan and creating a plan, vision, and strategy using consultative selling skills.

Newark, New Jersey, Us

Manage the product offering with in our DC Market. This entails keeping up with market research to ensure our products are competitive, working with our sales and client facing teams to manage and improve Prudential's Products and Services as well as Project Manage product enhancements and lead the implementation of new products to the marketplace.

Newark, New Jersey, Us

I manage a book of business of clients located in the Pacific Northwest, Utah and NY. Dedicated to providing excellent service, product knowledge and industry expertise to my clients and their Retirement Plans.• Previous client consultant, account management experience.• Proven excellence in building and maintaining relationships.• Previous experience with executive level presentations and sales presentations.• Proven excellent customer service, negotiation and progressive probing skills.• Strong commitment to timing and quality standards.• Ability to understand and apply complex compliance concepts and understanding of Pension Industry.• Ability to identify and facilitate issue resolution.• Ability to take initiative, understand and apply new concepts and products.• Ability to work on multiple tasks simultaneously and react to change in a positive and productive manner.• Strong leadership skills through project management and development of people.• Proven ability for product sales and support of sales presentations for potential clients.

Newark, New Jersey, Us

Delivers accurate and timely service to the highly compensated employees of the company. Applies IRS, DOL, SEC and any other government rules and regulations. Create and present information to clients (may include face-to-face, travel to client location, or virtually). Communicates, documents, and provides input to departmental policies and procedures. Acts as a key resource for technical information both within and outside the department. Support quality review of tasks within the NQ department. Manage departmental projects and initiatives as needed and / or assigned by manager. Attend and conduct meetings on behalf of the manager. Responsible for training team members as well as facilitating trainings throughout the organization as needed. Provide constructive and timely feedback to associates. Identify and implement process improvement opportunities. Completes reconciliation of financial statements, trust reports and participants liabilities for Complex Financed Plans. Provide guidance and training to more junior associates and new hires.

Newark, New Jersey, Us

Primarily responsible for answering in-bound calls from participants of our Defined Contribution (e.g. 401(k), 403(b), 457) and/or Defined Benefit plans. Bring much more to the position than just a voice on the other end of the phone. Customer-focused and work well under pressure. Learn various administrative PC systems, process certain financial transactions, and are well versed in processing requirements

Assisted Financial Advisors in daily trades and maintenance of participant accounts. Organized client records, maintained cash flows and distributed investment prospectus to clients.

Portland, Oregon, Us

Education record

Skills For Success - Effective Communications And Human Relations

Education record