Financial Professional
Current• Role: Budgeting, preparation of reports, sales analysis, scenario analysis, association analysis, predictive analysis, risk analysis, customer relationships, meeting planning, sales presentations, data gathering, financial planning, investment management, regulatory compliance.• Collaborated with other financial services and related professionals to enhance clients' financial professional experience, contributing to the reception of 100 referrals.• Led 75 client meetings, successfully contributing to the profitability of the company and generating total sales of $525,000. • Trend analysis of client purchasing history and client attributes; enhancing the sales process by using Microsoft Excel and Salesforce to prompt me with prospects with significant viability of purchasing. Realizing 50 prospects with new investment opportunities; converting 20% into closed cases.• Investment analysis across variable annuities, variable life insurance, and investment accounts; investigating financial outcomes and presenting investment selection data to clientele. Doubling investment contributions and achieving an annualized return rate of 24%