• Developed and manage the MJP Online Advisory Services platform for investors seeking a simple low-cost investment solution for their wealth planning needs.• Direct multiple projects in process, design, and implementation to improve the efficiency and effectiveness of ongoing client operations.• Consult on new software/hardware integration and upgrades to existing infrastructure and supervise their setup.• Design and implement processes and workflows to monitor new and ongoing… Show more • Developed and manage the MJP Online Advisory Services platform for investors seeking a simple low-cost investment solution for their wealth planning needs.• Direct multiple projects in process, design, and implementation to improve the efficiency and effectiveness of ongoing client operations.• Consult on new software/hardware integration and upgrades to existing infrastructure and supervise their setup.• Design and implement processes and workflows to monitor new and ongoing business for quality assurance purposes.• Work with advisors on building client relationships and act as the point of contact for new client onboarding and servicing of existing clients.• Design and generate reports and data queries for the purposes of improving client performance and compliance purposes.• Conduct training and develop educational materials and programs to include live training programs, presentations and special projects to support clients and MJP employees. Show less

● Challenged individual requests for surrender of their retirement benefits by reviewing the wide range of retirement options and tax implications tied to distributions.● Guided individuals on their group retirement benefits and IRS tax guidelines relative to taking withdrawals.● Engaged participants to promote the benefits of maintaining their retirement accounts at MassMutual. ● Demonstrated significant knowledge of investment products with an emphasis on deferred compensation… Show more ● Challenged individual requests for surrender of their retirement benefits by reviewing the wide range of retirement options and tax implications tied to distributions.● Guided individuals on their group retirement benefits and IRS tax guidelines relative to taking withdrawals.● Engaged participants to promote the benefits of maintaining their retirement accounts at MassMutual. ● Demonstrated significant knowledge of investment products with an emphasis on deferred compensation, and defined contribution plans along with an understanding of specific plan provisions and legislative regulations.● Provided on-site service and education to assigned client base to expand participation, increase savings levels, retain current participant base, and enhance the client’s investment knowledge. Show less

● Compared the benefits of long-term investing verses distributions resulting in taxes and for certain individual’s penalties by educating participants on their retirement options.● Provided personalized pre-retirement counseling, guidance, & assistance to retirees in selecting the most appropriate distribution options to meet their individual needs.● Assisted clients in achieving accumulation and retirement needs and goals while preserving the client relationship.● Promoted the… Show more ● Compared the benefits of long-term investing verses distributions resulting in taxes and for certain individual’s penalties by educating participants on their retirement options.● Provided personalized pre-retirement counseling, guidance, & assistance to retirees in selecting the most appropriate distribution options to meet their individual needs.● Assisted clients in achieving accumulation and retirement needs and goals while preserving the client relationship.● Promoted the value of costs, services and array of investments centered on the clientele goals. ● Promoted the benefits of the Voya investment services for qualified leads for the purposes of asset retention. Show less

● Demonstrated exceptional skills in servicing participants with their retirement plan and transaction requests.● Educated plan participants on retirement benefits and laws while still employed or separated from service. ● Provided guidance on plan features and investment tools used for achieving success with their long-term savings. ● Identified eligible participants for the Investment Management team for further investment opportunities.● Regularly achieved all annual New… Show more ● Demonstrated exceptional skills in servicing participants with their retirement plan and transaction requests.● Educated plan participants on retirement benefits and laws while still employed or separated from service. ● Provided guidance on plan features and investment tools used for achieving success with their long-term savings. ● Identified eligible participants for the Investment Management team for further investment opportunities.● Regularly achieved all annual New Enrollment, Cash Flow and Retention and other assigned goals. ● Communicated with Core Markets & Institutional Sales, Regional Manager/Regional Vice President and Relationship Manager regarding client issues, service efforts, new initiatives, and other opportunities to expand the existing client base. Show less

● Communicated with plan sponsors regarding irregularities on corporate enrollment forms to expedite processing.● Analyzed non-profit enrollment applications and setup participant profiles in the Voya database for future funding. ● Supported the Plan/Policy Service Coordinators with underwriting of new 401(k) corporate retirement plans.● Assisted colleagues with internal and external audits by researching the databases to locate requested information.● Ensured 401(k) retirement… Show more ● Communicated with plan sponsors regarding irregularities on corporate enrollment forms to expedite processing.● Analyzed non-profit enrollment applications and setup participant profiles in the Voya database for future funding. ● Supported the Plan/Policy Service Coordinators with underwriting of new 401(k) corporate retirement plans.● Assisted colleagues with internal and external audits by researching the databases to locate requested information.● Ensured 401(k) retirement plans were completed by their deadline to be launched and receive new funding. ● Created greater efficiency by adding money source fields to an individual account in the Voya database. Show less

• Collaborated to establish guidelines and processes for the service team.• Supported account managers with implementing new government retirement plans and onboarding participants.• Compiled new processes to in response to change with the IRS 403(b) regulations.• Continually conducted technical training for team and department on regulatory and procedural updates. • Developed Excel program to track trends in day to day operations to maximize team resources.• Created… Show more • Collaborated to establish guidelines and processes for the service team.• Supported account managers with implementing new government retirement plans and onboarding participants.• Compiled new processes to in response to change with the IRS 403(b) regulations.• Continually conducted technical training for team and department on regulatory and procedural updates. • Developed Excel program to track trends in day to day operations to maximize team resources.• Created templates and materials used for daily communication with clients and business partners. Show less