Vladimir Benoit, Cfre Email & Phone Number

Boston, MA, US

Somerville, MA

• Foster and cultivate open and collaborative lines of communication with a diverse portfolio of clients to assess and address their retirement planning needs. Utilize findings to devise and deliver needs-based selling.
• Successfully brought in $46M+ in new assets to IRA platform in the first year of tenure.
• Proactively mentor clients on market trends to guide them to make the most effective investment planning decisions.
• Identify and capitalize on opportunities to increase sales and asset retention metrics and achieve ongoing client satisfaction.

Burlington, MA

• Managed cash flow and liquidity needs of 250+ unique clients while continuously prospecting for new business.
• Conducted thorough market analysis and generated findings into comprehensive annual reports to monitor performance and risk exposures.
• Created and maintained comprehensive investment proposals for both prospective and existing clients.
• Core member of the Associate Advisory Council; conceptualized and initiated progressive efforts to drive continuous process improvement.

Beverly, MA

• Developed and led a performance-driven team in daily operations; coached personnel in customer service and solution sales techniques.
• Forged and sustained cross-departmental collaboration to ensure all organizational goals were met.
• Designed and launched a dynamic campaign that yielded a substantial increase in lead generation.
• Encouraged organization’s retail division to cross-sell financial planning and investment management services.

Waltham, MA

• Established own client base through networking and seminar marketing.
• Educated small business owners on strategies and tools for succession planning
• Designed customized solutions for families and small businesses towards reaching their goals and objectives.
• Formed strategic partnerships with centers of influences ranging from estate planning attorneys, accountants, and mortgage brokers.

Marlborough, MA

• Educated retirement participants regarding their investment options and plan guidelines.
• Identified cross-sell opportunities while helping participants better position their assets.
• Resolved customer issues and consistently delivered solutions to help address their immediate needs and concerns.

Master Of Arts - Ma Candidate, Department Of Urban & Environmental Policy & Planning (Uep)

Business Administration, Marketing And Management

Activities and Societies: Football, Basketball, Track & Field. Member of SAAC and BSU.Represented Fitchburg State College at 2006 NCAA.

Education record