Rachel Custer Email & Phone Number

United States

United States

Provides product knowledge, sales support, and training to financial advisors. Collaborates closely with two Regional Sales Vice Presidents to develop and execute territory sales plans. Responsible for developing and maintaining relationships with annuity specialists within specific firms and helping coordinate and execute territory marketing and call.

United States

Prepared sales materials, handled client inquiries, provided product information, resolved issues, and ensured compliance with company policies and regulatory requirements. Additionally, obtained the SIE, Series 6, Series 63, and Florida Life, Health & Annuities licenses.

St Petersburg, Florida, United States

Successfully manage client assets by facilitating transfers from contra firms to Raymond James Trust. Manage and follow-up on 80+ incoming transfers at a time per week, totaling an average of $350 million dollars-worth of assets (I.e., stocks, bonds, mutual funds, ETFs’, and other securities; as well as cash). Work closely with internal and external Trust.

Effectively managed a book of business of 400+ clients. Reviewed and established Power of Attorney, Trust, and Estate Account’s. Demonstrated the ability to acquire, retain, deepen, and manage relationships with clients using effective communication skills. Met with small businesses to understand operational objectives; And schedule joint meetings with.

Clearwater, Florida, United States

Handled cash flow accurately, conducted customer transactions and received cash shipments from vendors. Accurately checked and processed thousands of documents, obtaining 100% in a rolling 12-month period. Responsible for generating growth for the branch by successfully referring clients to appropriate partners. Assist with call preparation, by making.

Clearwater, FL

Handled financial transactions quickly and accurately. Responded promptly to customer needs and provided quality service. Communicated with supervisors on frequent basis to de-escalate customer concerns, store issues and inventory requirements. Cross-trained in multiple departments to help when needed.

Utilized student data to create and pitch marketing presentations to the board of directors. Collaborated with chief executives on new marketing ideas and products. Responsible for publicly speaking to large groups of students. Planned and executed very detailed recruitment events to bring in area candidates. I reached out to the local Home Depot and.

Jacksonville, Florida Area

Responsible for being detail-oriented while inputting student data, creating training manuals, managing various spreadsheets in Excel, and other necessary roles within student data. Achieved numerous project management skills including time management, team communication and deadline driven projects. Collaborate with chief executives and higher-level.

Bachelor'S Degree, Business Administration And Management, General

Activities and Societies: Student Government Association

Associate'S Degree, Business Administration And Management, General

Activities and Societies: Student Government Association