Abigail Arends
Jupiter,FL
Summary
High-achieving Retirement Plan Consultant with background in business development, client services with proven skills in marketing leadership, client satisfaction, and campaign management for Financial Services (Employee Benefits and Financial Planning for businesses). Proactive adviser that works with potential clients from start to finish. Works closely with Professional Employer Organizations (PEOs) on-boarding new clients onto their MEP or PEP, while assisting with employee education and any client issues that may arise. Analytical approach to evaluating each client's needs to determine the best plan design, while assisting with the plan roll-out and existing plan transfers. Superior ability to direct creative efforts and brand engagement to achieve client targets and generate leads.
Overview
12
12
years of professional experience
Work History
Retirement Plan Consultant
Slavic Administrative Services
Boca Raton, FL
03.2021 - Current
- Prospecting, consulting, and 401k plan roll-out
- Work with clients to ensure the best suited 401k plan design
- Assist with company's current plan transition/merger
- Manage the relationships with clients AND select Professional Employer Organizations (PEOs).
- Email/phone call follow-up with prospects,
- Putting together the necessary paperwork for new clients,
- Facilitating the plan roll-out by providing enrollment presentations to clients via webinar and on-site,
- Being the key contact for PEOs/clients if any issues arise.
Business Development Manager
Intellicents
Albert Lea, MN
06.2015 - 04.2020
- Collaborated with sales and marketing departments to support business objectives and client acquisition.
- Worked with marketing teams to create, deploy and optimize effective campaigns for financial services lead generation.
- Scheduled promotional activities in accordance with available inventory and staff resourcetrade shows, volunteer initiatives, networking events, etc.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Developed and promoted successful company sales and account management personnel into leadership positions to drive company growth.
- Created reports and presentations detailing business development activities.
- Generated new business with marketing initiatives and strategic plans.
- Prospected 25-100 new weekly leads with diverse strategies, including cold calling, site visits and customer referrals.
- Devised effective marketing, sales and other promotional initiatives.
- Represented company and promoted products at conferences and trade association meetings.
Annuity and Stable Value Specialist
Hueler Companies
Eden Prairie, MN
06.2014 - 06.2020
- Responded to customer calls within 1-2 hours to swiftly resolve issues and answer questions.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Upsold additional products and services after identifying customer needs and requirements.
- Built relationships with clients through active listening and financial services knowledge to provide excellent service.
- Performed system analysis, documentation, testing, implementation and user support for platform transitions.
- Updated organizational and stable value subsystems to improve and streamline data collection.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
Bachelor of Arts - Business Management
Gustavus Adolphus College
Saint Peter, MN05.2014
Skills
- Product and service sales
- Cold Calling
- 401k Consulting/Plan Design
- 401k Employee Education (Enrollment Meetings and one-on-ones)
- Database Management
- Networking strength
- Verbal and written communication
- Prospect targeting
- Market understanding
- Strategic Planning
- Revenue Generation
- Campaign development
- Marketing
- Business development and planning
- Goals and performance
- Sales expertise
- Relationship building and rapport
- Team/Personal Coaching
- Leadership
- MS Office
- SalesForce
- Organizing trade shows and conferences
- ZoomInfo
- Holding/organizing Zoom meetings
Accomplishments
- Youngest member of RADA (Retirement Advisors and Designers of America)
- Albert Lea Tribune Business Woman of the Year
- College Basketball Player at Gustavus Adolphus College
- Minnesota Top 100 Basketball Players in the State
- Set multiple sport records at high school
- Graduated with honors from both Gustavus Adolphus College and Albert Lea High School
- Active Volunteer at Christ Fellowship
- Volunteer Coach for young girl basketball players
Timeline
Retirement Plan Consultant
Slavic Administrative Services
03.2021 - Current
Business Development Manager
Intellicents
06.2015 - 04.2020
Annuity and Stable Value Specialist
Hueler Companies
06.2014 - 06.2020
Bachelor of Arts - Business Management
Gustavus Adolphus College
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