Emily C. Knox, Crc, Qpfc, Nqpa Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Serves as a financial resource to existing and potential participants by providing counseling and guidance on defined contribution retirement plans while driving sales growth. Develops relationships with key entity contacts, including C Suite leadership, to expand services within plans. Supports Program Director in territory planning, execution strategies, and team building activities for a group of Retirement Specialists.Works with regional home office teams to solve customer issues and implement actions to improve processes for field outreach.Dedicated relationship representative for Colorado Counties, Inc., part of NaCO, a non-profit membership association supporting county commissioners, mayors, and council members in Colorado.

Denver, Colorado, United States

Succeeded in a strong collaborative environment within the Retirement Solutions team, delivering exceptional service to financial advisors, third party administrators, and retirement plan sponsors.Managed and maintained the Corporate Retirement Director program, a prestigious Morgan Stanley designation for high producing financial advisors in the firm’s retirement space.Communicated updated DOL Investment Advice Exemption guidelines and consults on value-added service components such as retirement plan alternatives and fiduciary guidance.

Denver, Colorado, United States

Consulted with the exclusive agents’ market and managed support of 403(b) plans in public and charter K-12 schools districts. Educated exclusive agents on plan regulations and facilitated the development of relationships with key influencers to create ongoing plan growth and retention strategies.Partnered with exclusive agents and internal teams to implement new plans, created grass roots participant outreach campaigns, and provided continuing education events, building a stronger sense of retirement wellness.

Denver, Colorado, United States

Influencer of personnel development with a focus on sales objectives for the Mountain West region.Managed and mentored a team of 6 employees to meet and exceed performance objectives.Recognized as one of the top performing sales team for the firm’s managed accounts program in 2020.Reported satisfaction metrics to C Suite board members, determined client goals and developed a strategic business plan to meet their goals.Collaborated and co-facilitated the finals presentation that led to the first large 403(b) plan brought into the organization, and orchestrated the participant education outreach and account onboarding.Assisted clients to add products and services and fulfill financial needs and meet fiduciary responsibilities while ensuring client loyalty.Led the design and execution of the renewal strategy with an emphasis on scalability, while building the infrastructure that enabled the renewal team to deliver a seamless experience to the customers.

Denver, Colorado, United States

Provided on-site service and support to clients and employees to retain and expand retirement plan participation and increase contribution levels. Assumed management role when manager was out on extended leave.Delivered compelling and informative presentations in group and personal settings to give participants the knowledge needed to build a financially secure retirement.Developed productive relationships with key public sector employers within assigned territory. Scheduled and conducted one-on-one and group seminars with prospective and active participants. Drove sales growth as a financial resource providing counseling and guidance on the features and benefits of defined contribution retirement savings plans.

Denver, Colorado, United States

Created, scheduled, and presented educational workshops and individual consultations to plan participants in the Colorado public sector market. Conducted field visitations to effectively cover the assigned territory efficiently. Assisted members and employers to increase voluntary plan enrollment by explaining to employees’ investments, plan details, and distribution options, etc.