Clint Shepherd Email & Phone Number

Haslet, Tx, Us

Westlake, Texas, Us

Westlake, Texas, Us

As a Retirement Solutions Representative(RSR) I am part of a phone team designed to maximize asset retention opportunities by providing World Class Service to our customers. I make outbound phone calls to recently terminated or retired participants to discuss rollover options for existing 401(k) assets and I utilize consultative sales techniques to discuss retirement planning and consolidation options. I also handle inbound calls for all terminated value plan participants, providing guidance and handling all of their investment and service needs while their assets are in the plan. As a RSR I serve as the primary liaison to other business partners, which includes developing high-quality referrals, and providing effective follow-up to customer to ensure their needs are being met.Licensed 7,63, & 66

As an Investment Solutions (ISR) I educated all customers and discuss investment concepts and strategies.Responsibilities included:-establishing new accounts, completing rollovers and facilitating asset allocation discussions with all customers.-conducting Fundamental Guidance, Portfolio Reviews, Investment Profile Questionnaires and Proposals for Fidelity's managed account services as part of my role.-being responsible for driving inbound and outbound sales opportunities that includes existing and prospective customers through case management.-developing rapport with the customers and helped walk them through the on-boarding process that consisted of setting up new accts, setting up features, getting those accts funded, providing guidance and how to do business with Fidelity going forward.Licensed 7,63, & 66

Responsibilities included:-Providing professional service and account maintenance solutions-assisting and placing trades for mutual funds, equities and options.-Staying current with financial events and market dataLicensed 7 and 63

Prospected and sold $300,000 dollar direct participation partnerships to high net worth individuals in various states thru cold calling and face to face. Averaged 200-300 outbound calls regularly.Managed time efficiently by developing new business, scheduling meetings and closes, and tempering events in order of importance.Excelled at developing relationships with prospects and clients by adapting my tone to their style, listening to client’s needs and concerns, overcoming objections, maintaining control of conversations/sale, and acquiring respect from millionaires through active listening, and trained speaking techniques.

 Directly contributed to company performance by offering expertise, reliability, and continuity in the execution of high profile marketing and operations functions, leading to optimized levels of performance. Marketed high impact sports advertising signage for the NHL, NBA, MLB, NCAA, and the AVP. Functioned as the primary liaison between the area sports teams marketing departments, corporate sponsors, and operations department, enhancing the flow of communication across all parties.  Traveled extensively throughout the U.S. to resolve a broad range of operational issues, improve efficiency and client satisfaction, and provide comprehensive training to new and existing staff. Successfully managed and operated numerous live events and nationally televised events, ensuring the maximum exposure for each sponsors individual advertising program throughout the game.

Attended Training and Licensing.

Houston, Texas, Us

B.S., Wildlife Management

Bachelor Of Science, Wildlife Management