Robin Haffer Email & Phone Number

South East Knoxville Tennessee

Tennessee, United States

• Advising internal and external clients with wealth management solutions in person as well as virtual.
• Exceeding 1st Qtr to goal 2023 with New Deposit Inflow 290%, Investment Inflow 345%, and Lending 185% by creating sound financial plans for clients with a clear structure in place to meet their goals and expectations.

Austin, Texas Metropolitan Area

• Served in leadership role focused on building out wealth management team in Austin. Supported 130 local managers and partners from accounting firm and its clients with wealth management solutions. Coached and mentored.
• Achieved new revenue stream yielding $150,000 per year, $100 million in assets under management, and $200 million pipeline in three months by building local wealth management presence through internal partnerships.
• 80% of market’s overall revenue goal attained by creating “star team” comprised of top five referring CPAs.
• 15% increase in cross-division revenue and 12.5% boost in client satisfaction scores achieved through development of referral structure connecting all divisions of the firm as Chair of company’s first Resource Group.
• Generated new opportunities and business referrals by creating video sessions for clients, prospects, and internal partners, including workshops, specific educational topics, and matching wealth management solutions.

Austin, Texas Area

• Advised internal and external clients with wealth management solutions. Managed book of business valued at $110 million in assets under management. Supervised retail banking teams of up to 30 direct reports. Served as.
• Exceeded individual sales targets with 350% to lending, 260% to insurance, and 125% to asset goals by analyzing book of business to identify underserved clients with potential needs and cross-selling opportunities.
• Ranked 16 out of more than 800 advisors by generating $550,000 in YOY revenue through development of strategic referral partnerships with focus on commercial lenders and business client relationship managers.
• 85% of team set multiple bank records for three consecutive years by building sales staff foundation based on client needs, product knowledge, relationship management, follow up, and referral and lead generation.
• Increased inbound sales calls and inquiries from new prospects by 20% through citywide recognition as “Face of Austin TX Wealth Advisors” in Austin Monthly magazine.

Austin, Texas Area

• Managed storage facilities district and its employees. Maintained and grew profitability while reducing expenses. Oversaw customer service, vendor relations, process optimization, talent development, cost reduction.
• 38% increase in revenue and 20% reduction in expenses accomplished by implementing standardized sales strategy across 18 stores and building strategic relationships with new vendors.
• Earned highest client satisfactory rating in the nation with 4.9 out of 5 stars by coaching team to include survey request in every closed sale and follow up with clients to minimize dissatisfaction.
• Expanded team from 15 to 22 managers and 18 to 45 sales members within one year through development of new recruiting strategy using market research to identify high-potential employees.

Austin, Texas Area

• Supervised up to 30 direct reports from retail banking team. Oversaw customer relations, sales team management, investment advising, and community outreach. Expanded book of business and increased revenue while.
• Surpassed team sales targets with up to 1,078% to goal after creating initiative to enhance sales team’s ability to close product sales via phone.

Cologne Area, Germany, Istanbul Turkey, St. Pertersburg Russia

• Led cross-country employee development of up to 400 sales staff. Consulted for local executive management. Drove initiatives to increase efficiency and revenue. Reported directly to Citi Insurance CEO.
• Attained 250% cross-country growth and top five ranking out of 75 total sales coaches by strategizing high-impact plans to identify and capitalize on key growth opportunities for investment, insurance, and lending.
• Met or exceeded 200% to goal for six consecutive years by effectively leading up to 28 direct reports.
• 45% increase in revenue earned through development of top performers.
• Increased revenue stream in Russia by 27.5% and Turkey by 18.9% while maintaining steady growth in Germany through sound business practices and procedures across all three countries and cultures.
• Enhanced states revenue by 37% within first year of employment by coaching teams on how to create new cross-selling opportunities through consolidation of existing client loans.

Bachelor Of Science In Economics And Finance, Finance/Banking/Insurance

Accredited Wealth Management Advisor, Financial Planning And Services