Kiarah Phillips Email & Phone Number

Grand Prairie, Tx, Us

Dallas/Fort Worth Area

Consulting, insurance, and Investments focused on small business owners, entrepreneurs, DJ's, artists, bands, label/studio owners and others in need of financial education.If you are self employed, are an artist and/or just want the best options for your career, tax savings and advantages, sponsorship options, alternative investment options, and any type of insurance, I’m your girl!

Dallas/Fort Worth Area

Through strategic marketing, lead a team of account managers to oversee the development and growth of profitable new business.Project manager over facilitating professional educational seminars in the local DFW area as well as for conferences throughout the country Assistant to the owner of the firm with financial services focus, paperwork, follow up, client education, and portfolio managementDaily meetings with current and new clients explaining services provided, costs associated, accounts payable through CRM software

Dallas/Fort Worth Area

Provided financial updates to clients and brokers on properties and other real estate assets with quarterly reports and statementsEstablished and maintained client investment files and created online database for tracking and reporting for both client and brokerHigh quality client service that included quarterly reporting letters, due diligence meetings, and phone support

Dallas/Fort Worth Area

Provided quality retirement and financial counseling services in an in-bound call center.Responsibly communicated details of TIAA-CREF retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective participants.Strong emphasis on services, sales, customers, and retention. Surpassed goals and was in the top 15% of the Wealth Management unit

Dallas/Fort Worth Area

Represent Fidelity and other external clients by providing pro-active financial solutions in the area of retirement planning including 401(k), IRAs, Roth and traditional, 529sSetting client expectations and consulting them on ways to best achieve their objectives.Maintain a 54% overall retention rate and delivering excellent customer satisfaction.Explaining complex concepts and educating customers on various plan details and financial choices while ensuring the customer gains a true understanding of these options.Efficiently utilizing a Microsoft Windows based workstation in an inbound phone center to locate customer information, perform necessary transactions and discuss the variety of plan options available while analyzing the customer's financial data

Dallas/Fort Worth Area

Take incoming calls for clients who have a self-directed online brokerage account. Assist with navigation through the website as well as assistance with placing online orders for trades within the stock market.