Grant and Proposal Development Management, Retirement Plan Education + Sales Specialist with expertise in defined contribution, 403(b), 457 and non-qualified plan sales and marketing. Results-driven professional with strong business development, planning and implementation skills. Proven ability to increase sales, provide high-quality customer service, and drive initiatives to successful completion. Energetic, organized, self-motivated individual who is able to comprehend and manage multiple details while focusing on the overall picture. A natural communicator with the ability to effectively collaborate with internal and external customers.·Award winning top sales producer ·Superior client relationship skills·Outstanding written + interpersonal communication skills·Strong problem-solving skills·Persuasive + engaging presentation style with groups of all sizes.·Strategic planning, working remotely w/minimal supervision·Certified Professional Coach in professional and personal development.Specialties:Retirement Plan EducationPresentation SkillsERISA & IRS CodeDeveloping Client RelationshipsTerritory ManagementTraining/CoachingTeam ManagementMicrosoft OfficePreviously Series 6 and 63 licensedAble to work remote/location independentRecent testimonial: "Everyone was really great but just had to tell you what a jewel Valri Hamilton was as our representative. Our typical rep sat at his table and didn’t really engage with the employees. Not Valri! She had employees actually stop at her table and stay for a while. She just has a knack for engaging employees while talking about a product/topic they don’t always understand and prefer to put off such discussion."This recent feedback from a client speaks to my goal of engaging participants in their financial well-being. Having worked in the retirement plan marketplace for many years, I have an in-depth knowledge of retirement plan regulations, plan provisions, and the ability to help others understand them.
Listed skills include Strategic Planning, Crm, Financial Services, Marketing, and 25 others.
