• Managed sales and marketing efforts of financial products and services, including market investments, annuities, life insurance, 529 plans, and more• Collaborated with clients to establish personalized financial plans based on individualized investment goals, assets, and expenses• Clients; $65 Million• Executed business plan and identified target customers through phone and in-person interactions while providing basic inquiries and quotes• Provided strategic investment advice,… Show more • Managed sales and marketing efforts of financial products and services, including market investments, annuities, life insurance, 529 plans, and more• Collaborated with clients to establish personalized financial plans based on individualized investment goals, assets, and expenses• Clients; $65 Million• Executed business plan and identified target customers through phone and in-person interactions while providing basic inquiries and quotes• Provided strategic investment advice, facilitated client onboarding process and account setup, assisted with financial planning, conducted trades and transactions, and performed due diligence and valuation processes.• Created and maintained comprehensive financial plans that analyzed client's investment allocation.• Developed custom financial strategies for clients to help them reach their long-term financial goals.• Negotiated with financial institutions to secure the best terms for clients.• Researched new products offered by different institutions, such as mutual funds, stocks, bonds, annuities. Show less

• Led clients through entire investment process including asset and expenses overviews, long- and short-term investment goal setting.• Developed custom financial strategies for clients to help them reach their long-term financial goals.• Created and maintained comprehensive financial plans that analyzed client's investment allocation.• Educated clients about the importance of diversification when investing across multiple asset classes.• Established relationships with external… Show more • Led clients through entire investment process including asset and expenses overviews, long- and short-term investment goal setting.• Developed custom financial strategies for clients to help them reach their long-term financial goals.• Created and maintained comprehensive financial plans that analyzed client's investment allocation.• Educated clients about the importance of diversification when investing across multiple asset classes.• Established relationships with external advisors such as attorneys, accountants or estate planners.• Identified appropriate solutions for various types of financial situations based on individual circumstances.• Performed in-depth analysis of client portfolios to identify areas of risk or improvement.• Analyzed economic trends and market conditions to identify potential opportunities for investments.• Conducted due diligence research before recommending any product or service to a client.• Facilitated communication between clients and other professionals involved in managing their finances.• Utilized advanced software applications such as Microsoft Excel and Access for financial modelling purposes.• Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments.• Generated customized portfolio reviews for each client according to their specific objectives.• Organized observations and findings to present in client deliverables.• Collaborated with teams from different departments within the organization on projects related to wealth management.• Advised clients on investment strategies that best suited their individual needs and goals.• Identified financial needs of customers through effective questioning and listening techniques.• Developed financial plans for clients to ensure their long-term financial stability and growth.• Conducted detailed financial analyses to determine the best options for clients Show less

• Experienced in developing client relationships and identifying cross- sell opportunities.• And developing personalized financial plans and wealth management strategies• Conducted financial planning, research, and trading to help clients assess and achieve their financial goals.• Facilitated onboarding process for new clients, including account setup and conducting due diligence and valuation processes.• Delivered strategic investment advice to both individual and corporate… Show more • Experienced in developing client relationships and identifying cross- sell opportunities.• And developing personalized financial plans and wealth management strategies• Conducted financial planning, research, and trading to help clients assess and achieve their financial goals.• Facilitated onboarding process for new clients, including account setup and conducting due diligence and valuation processes.• Delivered strategic investment advice to both individual and corporate clients, working with them to understand the rationale and details of financial strategies.• Managed daily call blocks of 2+ hours to optimize client relationships and facilitate financial service recommendations.• Developed and maintained long-term client relationships, expanding customer base through community outreach and strategic business partnerships.• Serviced high net worth clients in Beverly Hills, Bel Air, Westwood• Century City, West LA, and Santa Monica• Achieved 300% sales growth through effective marketing strategies over 5 years• Prospected and analyzed clients, conducted market research, built and maintained client relationships, and achieved goals through referral programs and expanding network.• Managed all aspects of insurance agency policies including marketing, analysis, quoting, document gathering, policy writing, evaluation, and upgrading• Specialized in Life Insurance policies (Whole, Variable, Universal• Index, and Group), Disability insurance, auto (Personal and• Developed comprehensive understanding of insurance coverage and policy options to advise clients on the best course of action.• Researched new products in order to provide tailored recommendations for each customer's individual needs.• Performed thorough risk assessments to determine eligibility criteria for specific policies.• Identified opportunities for improvement within existing processes in order to streamline operations.• Served as an advocate for clients in disputes b Show less