Abby Conner
Spartanburg,SC
Summary
Experienced Financial Advisor with a proven track record of attracting and retaining clients, developing and delivering comprehensive financial plans, and providing thoughtful, relationship-driven advice. Skilled in building trust, navigating complex financial situations, and guiding clients toward long-term financial goals. Strong sense of ownership and client stewardship. Looking to take my knowledge and expertise to a team dynamic where I can build a lifelong career to guide, serve and grow.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Spartanburg, SC
02.2022 - Current
- I provide comprehensive financial planning and investment guidance to clients to help them achieve their financial goals, while protecting what is most important to them. My role involves sourcing prospective clients who are open to; and have capacity for planning, building rapport and demonstrating competence, and developing personalized financial plans based on clients' individual needs and circumstances. I have an obligation to teach and guide humbly and truthfully. I am responsible for keeping up-to-date on market trends and financial products to provide the best support and advice to my clients. I am continuously learning and growing my skillset to move up-market and make the biggest impact I can in my community.
Office/Sales Manager
Allstate Insurance - Travis Archenhold Agency
Spartanburg, SC
06.2017 - 02.2022
- At The Archenhold Agency, I served as an Office/Sales Manager, overseeing sales and office operations. My responsibilities included managing a sales team, developing and implementing effective sales strategies, and ensuring exceptional customer service. I played a pivotal role in building and maintaining client relationships, driving sales growth, and fostering a collaborative and productive work environment.
Education
Bachelors Degree - Business Administration with concentration in Management
Presbyterian College
Clinton, SC06-2017
Skills
- Comprehensive Financial Planning
- Effective Time Management/Multi-Tasking
- Fast Learner/Adaptable
- Ability to Thrive on a Team
- Proactive- Identify and handle needs/actions promptly
- Delivery on Promises
- Written and Verbal Communication
- Relationship Building and Maintaining
- Guide through Care and Compassion
- Computer Literacy
- Customer Service Relations
Certification
Series 63,
Series 7TO,
SIE,
Life and Health,
Property and Casualty
Timeline
Financial Advisor
Northwestern Mutual
02.2022 - Current
Office/Sales Manager
Allstate Insurance - Travis Archenhold Agency
06.2017 - 02.2022
Bachelors Degree - Business Administration with concentration in Management
Presbyterian College