Emily C. Knox, Crc, Qpfc, Nqpa Email and Phone Number
Emily C. Knox, Crc, Qpfc, Nqpa work email
- Valid
- Valid
- Valid
Emily C. Knox, Crc, Qpfc, Nqpa personal email
Emily C. Knox, Crc, Qpfc, Nqpa phone numbers
A highly experienced financial services investment professional focused on making her financial expertise broadly accessible by helping her clients reach their financial goals. Delivers outstanding customer satisfaction and retention of both corporate and government clients usually in the 5M-100M investment range. Exceptional relationship manager who also developed a competent sales team to build new business and provide service excellence to an existing client base. Regularly presented to large groups and individuals on a variety of financial topics including advanced 401(k), 403(b), 401(a), 457(b) Deferred Compensation, compliance, plan documentation, and investment knowledge. Possesses a successful work history, demonstrating impeccable work ethic, loyalty, leadership, mentoring, and team building skills.
Retirement Plan Advisors
View- Website:
- retirementplanadvisors.com
- Employees:
- 65
-
Director Of Plan ConsultingRetirement Plan AdvisorsDenver, Co, Us
-
Senior Retirement SpecialistNationwide Mar 2022 - PresentDenver, Colorado, United StatesServes 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. -
Customer Success ManagerMorgan Stanley Nov 2021 - Mar 2022Denver, Colorado, United StatesSucceeded 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. -
Retirement Business Development ConsultantHorace Mann Mar 2021 - Jul 2021Denver, Colorado, United StatesConsulted 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. -
Regional ManagerIcma-Rc Jun 2020 - Mar 2021Denver, Colorado, United StatesInfluencer 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. -
Retirement Plans SpecialistIcma-Rc Jun 2005 - Jun 2020Denver, Colorado, United StatesProvided 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.
-
Regional Client Services ManagerColorado Retirement Association Dec 2004 - Jun 2005Denver, Colorado, United StatesCreated, 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.
Emily C. Knox, Crc, Qpfc, Nqpa Skills
Emily C. Knox, Crc, Qpfc, Nqpa Education Details
-
4.0 Gpa
Frequently Asked Questions about Emily C. Knox, Crc, Qpfc, Nqpa
What company does Emily C. Knox, Crc, Qpfc, Nqpa work for?
Emily C. Knox, Crc, Qpfc, Nqpa works for Retirement Plan Advisors
What is Emily C. Knox, Crc, Qpfc, Nqpa's role at the current company?
Emily C. Knox, Crc, Qpfc, Nqpa's current role is Director of Plan Consulting.
What is Emily C. Knox, Crc, Qpfc, Nqpa's email address?
Emily C. Knox, Crc, Qpfc, Nqpa's email address is ek****@****arc.org
What is Emily C. Knox, Crc, Qpfc, Nqpa's direct phone number?
Emily C. Knox, Crc, Qpfc, Nqpa's direct phone number is (303)-861*****
What schools did Emily C. Knox, Crc, Qpfc, Nqpa attend?
Emily C. Knox, Crc, Qpfc, Nqpa attended Rutgers University–new Brunswick.
What skills is Emily C. Knox, Crc, Qpfc, Nqpa known for?
Emily C. Knox, Crc, Qpfc, Nqpa has skills like Finra, Financial Planning, Investments, Asset Management, Retirement, 401k, Defined Benefit, Defined Contribution, Insurance, Mutual Funds, Financial Services, Retirement Planning.
Who are Emily C. Knox, Crc, Qpfc, Nqpa's colleagues?
Emily C. Knox, Crc, Qpfc, Nqpa's colleagues are Angel Tullar, Cfp®, Jim Ladlie, Caitlin Cunningham, Eric Mitchell, Mark R. Mitchell, Cfp (R) Practitioner, Andy Trachsel, Tamme T. Ford.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial