Senior Financial Advisor & Branch Manager
Stutsman Wealth Management
Sacramento, California Area
Recruitment, training and development of field sales representatives. Managed production pipeline & marketing campaigns. Increased average revenue per sale & raised annual client retention to above 90%. National Top Producer in 2011 & 2012.Responsible for: -- Developing marketing content and campaigns for lead generation & on-going client satisfaction -- Recruitment, hiring, and training of financial representatives & advisors -- New client prospecting and client retentionHelped launch new company division dedicated to tax preparation and advisingLead point of contact for Federal Employee Benefit Services department: -- CalPERS benefit & pension analysis -- Retirement planning & advising for State/Federal Employees