Willie Ramirez Email & Phone Number

Boston, MA, US

- Responsible for relationship management and proactive education to IRA owners within an assigned book.- Engage in effective consultative conversations designed to identify and then meet the needs of the IRA client.- Review IRA portfolios.- Act as a registered investment adviser representative of Advised Assets Group.

Andover, MA

- Made proactive marketing calls focusing on all levels of sales (acquisition, development, and retention).- Received and managed inbound phone sales inquiries that arrive through direct calls or transfers from our service center.- Uncovered financial goals and needs of prospects and provide alternatives and recommendations suitable for customer.- Educated.

Andover, MA

- Selected by management to be responsible for developing plan trainings for existing and new representatives.- Created and delivered team meeting presentations on multiple topics.- Successfully answered incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals.

Andover, MA

- Answered and responded appropriately to incoming shareholder and financial advisor calls by possessing strong knowledge of Putnam's products, services and legal requirements. - Cross-trained to make outgoing calls to shareholders and financial advisors in regards to incomplete financial and clerical requests.- Assisted management in scoring and.

Andover, MA

- Received and responded to inbound mail requests from shareholders, brokers and financial advisers.- Possessed strong technical knowledge of Putnam products, services, and procedures.- Processed account set up, account correction, request processing and problem resolution.- Researched product information, legal requirements, and executed a solution.

Bachelor Of Science (B.S.), Marketing

Education record