Experience

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  Transamerica Retirement Solutions

  • Manager

    • Feb 2016 - Present

    - Effectively managed a team of up to 12 Account Managers, providing assistance, direction, and coaching when needed. - Leading and assisting with escalated situations for clients and advisors, ensuring prompt and accurate completion of tasks and resolving complex situations.- Developed and implemented new client management strategies and resources for all teams within department.- Responsible for managing team with over 160 client relationships and over $13 billion in plan assets.- Acted as subject matter expert and point of contact for unique plan provisions and operational services- Improve and maintain internal metrics for tracking team proficiency; coaching and monitoring as needed to reach team goals.

  • Internal Sales Consultant

    • Sep 2010 - Feb 2016

    Transamerica Retirement Solutions September 2010 – Present- Internal Sales Consultant- Responsible for driving sales activity by marketing Transamerica Retirement Solutions.- Initiate and grow new broker relationships, demonstrate excellent problem solving skills and promote the sale of TRSC products. - Develop Advisors into premier retirement specialists.- Demonstrate excellent listening skills to better assess representatives’ needs.- Establish and maintain ongoing relationship with Regional Vice Presidents (RVP’s) with a common goal of increasing the company’s share of qualified retirement plan sales.- Productively work together with the Cedar Rapid and Los Angeles home office departments, the RVP’s, Divisional Vice Presidents, TPA Relationship Managers and Channel Management to effectively service the Transamerica selling relationships.- Manage daily contact with assigned RVP’s (i.e. territory coverage, relationship building in accordance with business plan and sales goal review.) - Train and mentor new hires on the Internal Sales Consultant Role.- Liaison between internal departments and Advisors.

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  Diversified Investment Advisors

  • Cedar Rapids, Iowa Area

  • Account Consultant

    • Dec 2007 - Sep 2010
    • Cedar Rapids, Iowa Area

    Diversified Investment Advisors December 2007 – September 2010- National Account Consultant- Provided professional case management service for retirement plans.- Responsible for daily administration of National Corporation and Non-Profit 401(k), 403(b), 457(b), and Non-Qualified plans.- Managed...