Jeffrey Crader, Cfp®, Mba Email & Phone Number

Greater St. Louis

Greater St. Louis

3636 South Geyer Road, Suite 220, St. Louis, MO 63127

 Possesses knowledge of the W&S Sales Process, and the competency to demonstrate the skills, for the purpose of ensuring knowledge and skill transfer to Financial Representatives. Manage and develop Financial Representatives by ensuring a thorough on-boarding program, completion of sales and product training, preparation for client calls and prospecting.

Greater St. Louis Area

• Responsible for addressing calls from Financial Advisors and Branch Office Administrators in the field, with their questions and/or start a new case for the team, to assist the complex needs of their high-net worth.
• Applied the 5-Step process to meet client needs and increase client loyalty.
• Addressed questions relating to Edward Jones investment management strategies and overall services to clients, financial advisors and other professionals.
• Wrote technical procedures and provided one-on-one training to new associates.
• Cross collaborated with Client Service Excellence regarding implementation of new quality review scorecards and completed quality review calls with third party vendors.
• Initiated and completed Request for Proposals (city, state, federal government, nonprofit, etc.).

Greater St. Louis Area

• Responsible for providing exemplary support to the top 1200 branches, offering assistance with complex problems, along with other urgent matters.
• Created an innovative and informative monthly newsletter for branch teams and internal stakeholders, providing resources necessary to resolve current issues.
• Served as a Team Lead, performing quality reviews, project assignments, coaching, training, and scheduling.
• Proven ability to manage, negotiate, consult, coach, cultivate, and resolve individual conflicts, resulting in a highly motivated and productive team.
• Special Accomplishment: Helped create a division-wide Quality Assurance Department.

Greater St. Louis Area

• Provided investment related solutions, guidance, and recommendations in response to calls and correspondence from Financial Advisors, Branch Office Administrators, and/or clients.
• Wrote training material and worked on special projects.
• Provided training, coaching, and mentoring.
• Special Accomplishment:o Streamlined, corrected, and rewrote training for two teams: Advisory and MAP teams.

Greater St. Louis Area

• Participated in an intense program utilizing classroom and real-life experiences.

Greater St. Louis Area

• Independently served in the field for a period of 10+ months fulfilling, advising, and providing asset management solutions where necessary to the client’s satisfaction.
• Conducted cold calls and seminars to find new prospects and clients.
• Sold stock, mutual funds, ETF's, bonds, cd's, annuities, and life insurance to earn commission.

Greater St. Louis Area

• Utilized data, formulated logical analyses, presented alternatives, and produced recommendations.

Greater St. Louis Area

• Served on an exclusive and restricted team of five specialists assigned to the Chief Executive Officer.
• Responsible for priority business transactions: 31.7% of Insurance, 44.2% of Presidential, and 26.4% of resolved Consumer Complaints.

Professional Master Of Business Administration, Mba, 3.9

Activities and Societies: International Honor Society of Beta Gamma Sigma

Bachelors, Business Administration And Management, General