Sarah Dial, Crpc™, Mba Email & Phone Number

Tulsa, Ok, Us

Tulsa, Ok, Us

Tulsa, Oklahoma, United States

I am SIE, Series 7, Series 66, and Life/Health/Variable Annuity Insurance licensed. As a Client Advisor, I focus on building strong relationships with customers to provide advice regarding investments, life insurance, and retirement/financial planning needs. I present financial plans/solutions to clients after understanding their current financial situation and identifying their future needs, wants, and goals. I simultaneously learn/maintain understanding of various investment products and services to provide solutions for clients. I effectively communicate and work with internal strategic partners to grow client relationships with Arvest Bank and Arvest Wealth Management.

Tulsa, Oklahoma, United States

As an Associate Client Advisor, I studied for and successfully passed the SIE, Series 7, Series 66, and the Life/Health/Variable Insurance exams. I also had in-market training as well as product training to prepare for moving into the Client Advisor position.

Tulsa, Oklahoma, United States

I was an intern within the Arvest Wealth Management department for 1.5 yrs while I completed m undergraduate and MBA. As an intern, I fulfilled project assignments upon request from trust officers and client advisors as well as enter client data and notes into Arvest’s various databases. I learned how to communicate with co-workers and clients effectively and professionally. I also worked with five interns across Arvest to research and present a new product launch plan to the CEO & other senior-level officers and managers.

Tulsa, Oklahoma Area

I coach a team of 13 year-olds the basic skills of volleyball. I hold practices twice a week for two hours where I organize drills and scrimmages in order to help the girls improve their athletic ability. I occasionally coach other teams throughout the week when other coaches are not able to make their own practice. I give one hour private lessons about 2-3 times per week to specifically address a certain skill and get more one-on-one time with the player. Not only do I teach them the art of volleyball, but I also teach the young girls the importance of teamwork and having the ability to work well with others.

Tulsa, Oklahoma

I was a player on the Oral Roberts University Volleyball team. I was the Female Representative for the ORU Student-Athlete Advisory Committee (SAAC) and Summit League SAAC. I was selected as the Summit League Representative to the 2020 NCAA Leadership Forum.My experience taught me time management skills and how to be a better communicator (especially with my professors). It has also taught me great leadership skills and how to work well with others.

Tulsa, Oklahoma Area

My first summer internship at Arvest Bank, I worked in the Loan Department. I was responsible for completing a daily excel worksheet that contained loans and other information. I would find the loan from the excel sheet on Arvest's information system. I would enter all the policy's information into Arvest's system and look for any errors and incorrect information. Also, I worked with other Arvest Interns on a presentation and roll out plan for a new service Arvest is hoping to offer. We presented our ideas to a room full of Arvest employees and answered any questions they asked. I shadowed employees in the Arvest Wealth Management department as well as meetings with my manager and the loan department.

Jenks, Oklahoma

I was a greeter for the service team at Life.Church Jenks. Our goal was to make sure everyone who entered the doors of the church feel welcomed and want to come back. I usually greeted on Sunday mornings for about 45 minutes.

Families In The Tulsa Area

I watch over multiple children of different ages (infant-8 years old) for a couple hours 1-2 times per week. I keep good relationship with the different families and am continuing to gain more families due to recommendations. I have gained the ability to adapt to different personalities, including the children and the parents. I am currently still babysitting, but not as frequent because of volleyball and school.

Master Of Business Administration

Activities and Societies: I was a part of the Oral Roberts University volleyball team. I was a member of the Finance Society, Accounting.

Bachelor, Finance

Activities and Societies: I was a part of the Oral Roberts University Volleyball team. I was a member of the Finance Society, Accounting.