Eileen Mullins Email & Phone Number

Spring, Tx, Us

London, England, Gb

Managing book of business, quoting and writing new business, reviewing coverages, cross selling, up selling to manage gaps in portfolios

We address policy holders on their property/casualty needs while addressing any financial questions, concerns. Cross selling, protecting assets.

As a financial professional with, we help clientsprotect their investments and their families through financial risk management. Also work with young financial professsionals to increase their BOB through monitoring and extensive training.

Minneapolis, Mn, Us

Paraplanner Responsibilities and Accomplishments included the following:Skilled and professional client-service representativeProvided support to one of the firms top 1% of advisors with Ameriprise Financial.Helped increase Gross Dealer Compensation to become one of the biggest producer groups with Ameriprise.Our practice made the Barron's top 1,000 advisors in the US for 2008, through experience and providing outstanding client serviceOversaw the day-to-day operations of the financial planning practiceHelped to grow practice from a three-person office to a seven-person officeTook responsibility and initiative to achieve all my professional licenses, including continuing education in areas such as complianceHandled incoming calls on a daily basis. Dealt with account questions, trades, managed appointments, and handled other client requests and questions as they arose.Daily contact with Ameriprise home office contacts to solve complex client issuesOversaw financial advisor's email daily and delegated or responded accordingly.Showed initiative in the office, assuming more responsibility and reorganizing operations to help the office run more efficiently

General Lines Property And Casualty

Education record

Series 6, 63, Life, Health, Annuity And Mutual Funds, Finance