Experience

Retirement Clearinghouse

• United States
• Financial Services
• 1 - 100 Employee

• Annuity & Retirement Specialist

  • May 2012 - Present

  Charlotte, North Carolina Area • Demonstrates strong customer relationship management skills and works with high net worth clients to generate revenue through the sale of fixed annuities and Individual Retirement Accounts - positions products using a consultative sales approach • Effective management of over 1000 client leads with consistent follow-up skills • Manages the end-to-end annuity process including licensing; serves as a liaison between the organization and third-party vendors for commission… Show more • Demonstrates strong customer relationship management skills and works with high net worth clients to generate revenue through the sale of fixed annuities and Individual Retirement Accounts - positions products using a consultative sales approach • Effective management of over 1000 client leads with consistent follow-up skills • Manages the end-to-end annuity process including licensing; serves as a liaison between the organization and third-party vendors for commission tracking/reporting and carrier contracting • Adheres to company policies and serves as a fiduciary related to product suitability • Resolves moderate to complex sales and processing issues • Facilitates process improvements to increase efficiencies, reduce cycle time and process capacity • Overlapping daily responsibilities related to Senior Rollover Counselor job responsibilities • Provides call center principal coverage Show less