Seth Retzlaff Email & Phone Number

Seattle, Wa, Us

Sedro-Woolley, Washington, United States

Greater Seattle Area

Retirement Plan Sales Consultant (December 2017 - Present)- Interface directly with advisory groups, banking institutions, insurance groups, and fund companies to identify new opportunities for mutual business, and to ensure current relationships are fully utilized- Manage new client prospecting campaigns, particularly to leverage new technology solutions- Conduct prospective client meetings, coordinating with other service providers to present comprehensive proposals depicting big-picture solutions- On-board and train associate level team members to company and client standards on tight deadlines- Maintain a high level understanding of industry changes and trends to augment the accuracy of my recommendations, relevance of my team, and personal professional growthRetirement Plan Consultant (March 2017 - December 2017)- Identified prospects in line with the company value proposition and growth objectives, and converted them to active clients within tight deadlines- Analyzed client financial statements to diagnose errors in administration and evaluated compliance failures- Customized solutions to meet the unique needs of each business owner or company decision maker- Communicated complex financial concepts, recommended corrective action, and demonstrated the value of our services to business owners and officersRetirement Plan Associate (October 2016 - March 2017)- Completed the ASPPA Retirement Plan Fundamentals (RPF) exams ahead of employer deadline- Produced enrollment materials to promote utilization of company plans and communicate plan functions at a sponsor and participant level- Coordinated with internal team members as well as external service providers and vendors to ensure a seamless client experience

Greater Seattle Area

-Client Interface and Service-Asset Allocation and Performance Reporting-Internal Compliance Monitoring-Securities Research and Support

Seattle

-Called university alumni of all ages and persuaded them to donate to a variety of programs.-Consistently achieved donations within and exceeding quarterly targets.-Utilized diverse sales techniques to appeal to alumni across all majors, careers, and walks of life.