Eric Miller Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, California, United States

Communicate directly with financial advisers regarding product information, illustration requests, case analyses, and proposals. Build, grow, and maintain advisor relationships by developing a thorough understanding of company products and solutions. Work as a team with the External Wholesaler to uncover new opportunities. Develop a strong understanding of capital markets, insurance, and investment management industries, along with market developments. Work closely with the operations team to… Show more Communicate directly with financial advisers regarding product information, illustration requests, case analyses, and proposals. Build, grow, and maintain advisor relationships by developing a thorough understanding of company products and solutions. Work as a team with the External Wholesaler to uncover new opportunities. Develop a strong understanding of capital markets, insurance, and investment management industries, along with market developments. Work closely with the operations team to solve any client issues. Proactively communicate with carriers and other product providers for advanced markets, product information, and underwriting guidelines. Show less

Long Beach, California, United States

Selected by the Beach Investment Group Executive Team to oversee and manage the oldest Student Managed Investment Fund, Seegers SMIF Fund, valued around $200,000. Responsibilities include asset management, performing portfolio analysis, coordinating with equity teams and executive board, preparing weekly reports, ensuring portfolio adherence to investor requirements and asset allocation strategy.

Long Beach, California, United States

Participated in an intensive bootcamp as an economic analyst. Duties included providing top-down market analysis and sector analysis, coordinating with equity and fixed income teams on portfolio strategy, and disbursement of relevant economic data. Collaborated with a team of 13 students to create and present a portfolio analysis of 49er SMIF Fund to alumni, members of CFAOC and members of the board of directors for the 49er Shops Bookstore.

Developed marketing outreach campaigns and formulated the messaging, sequencing, and delivery of the campaign. Established foundation and strategic processes for new recruiting services provided by the organization. Formulated internal procedures and logistics, built out proprietary assessments for candidates, and implemented position-specific interview processes. Developed LinkedIn outreach campaign for potential candidates.

Santa Monica, California, United States

Managed structuring and closing deals, organizing delivery logistics, appraising and processing trade-in vehicles, and ensuring a smooth transaction for the customer from initial contact to final delivery. Liaise with the customer for the purpose of managing the relationship beyond the point of sale, identifying new opportunities, and increasing client retention.

Santa Monica, California, United States

Responsibly handled all stages of the sales process from prospecting and scheduling to exhibiting product and negotiation to closing. Utilized a client-centric approach to assess needs and demonstrate how product features, functions, and benefits meet customers' needs.

Involved with all aspects of new business development, including cold outreach, lead generation; scheduling and leading sales meetings, drafting proposals and RFPs; continued involvement in sales process through to closing; cultivating relationships with prospective clients and leveraging current relationships to build client base.

Keego Harbor, Michigan

Involved with all aspects of sales, from initial customer contact to order fulfillment, creating and delivering presentations, verifying customer satisfaction with product; connecting with previous customers and maintaining existing relationships.

Bachelor Of Arts - Ba, Economics

Activities and Societies: Beach Investment Group, Financial Management Association, Economics Student Association, Stock Guild.

Business/Managerial Economics

Education record

Education record