Collin L. Email & Phone Number

13061 Shriners Blvd, Biloxi, Ms 39352

Hattiesburg, Mississippi, United States

Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies• Build a loyal client base by networking, target marketing and excellent customer service• Conducting market research and analysis for existing and new client portfolio’s• Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.• Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.• Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.• Assists Financial Advisors on training retail associates on how to increase referral opportunities.• Successfully completes required continuing education in compliance with both insurance and securities regulations• Participates in community affairs to increase company and bank’s visibility and to enhance new business opportunities.• Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.• Help uncover investment opportunities for existing and new clients.• Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.• Provide administrative support for Advisors as needed.

Pass Christian

Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Senior

Activities and Societies: Alpha Tau Omega

Education record