Rachel Custer Email & Phone Number

Saint Petersburg, Fl, Us

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 campaigns to drive growth. Prepares sales materials, resolves client inquiries, and contributes to sales strategies. Demonstrates strong communication skills, a deep understanding of annuity products, and the ability to build and maintain relationships with advisors while ensuring adherence to company policies and industry regulations.

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 Officers and Financial Advisors to create a smooth client transfer experience. Delivering a detailed analysis of trusts, estates, IRA’s, brokerage financial statements and transfer documentation. Utilized and monitored multiple platforms, including DTC cycles, Cost Basis Reporting systems, Wealthscape, and OneView. Research, and provide resolution on advanced and more complex business issues. Successfully facilitated a high-value transfer of 10 million dollars within 2 hours due to a client request on the last day of 2022.

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 partners to achieve business financial needs. Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Analyze customer data to turn results into cross-selling actionable deliverables. Efficiently and professionally manage a pipeline of 20 loans daily. Ensured integrity of loans and files from application stage through underwriting to funding. After only 7 months in my role, I achieved top 1% sales in the company or #6 out of 1,100 other bankers. For my performance and that of my peers, my branch won Presidents Circle – the highest award within Fifth Third Bank.

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 inbound and outbound calls to inform clients of financial products. I greeted each customer by name and helped with finding requested items and/or performing further research to meet the customer's needs. Applied problem-solving and interpersonal skills to resolve conflicts. Arranged merchandise for marketing display to highlight new promotions and attract customers, resulting in sales growth

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 pitched my idea of sponsorship for the Achieva Box Car Rally. I recruited a group of students who built the box car with Home Depot and raced it in the box car rally. This event provided an opportunity to speak with many young individuals of all ages and inform them of the career opportunities at SPC.

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 management for the Admissions department.

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