ALEXANDRA DEVITO
Naples
Summary
Accomplished Internal Wholesaler with 5 years of experience in related finance positions. Exceptional understanding of annuity, insurance and financial advising industry practices, products and customer needs. Superior relationship-builder and problem-solver. Active Series 7, Series 6, SIE and Insurance designations.
Overview
10
10
years of professional experience
Work History
Internal Wholesaler
Brighthouse Financial
06.2023 - Current
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Managed pipeline of $20MM + per month
- Conceived and implemented marketing plans to acquire market share within chosen markets.
- Handled inbound sales inquiries and outbound marketing calls.
- Supported internal and external business partners with subject matter expertise and practical assistance.
- Developed and implemented promotional campaigns to drive sales.
- Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
- Provided superior service to customers by quickly responding to requests, suggestions and concerns.
- Documented business processes and analyzed procedures to align with changing business needs.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Recorded accurate and efficient records in customer database.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Built relationships with customers and community to promote long term business growth.
- Monitored service after sale and implemented quick and effective problem resolutions.
Recruiter
Insight Global
10.2022 - 04.2023
- Work directly with warm leads or self sourced clients to effectively staff companies
- Heavy focus in recruiting and business development in the financial sector
- Expertise in staffing financial advisors, analysts, client service associates, branch managers, and private equity associates
- Oversees the entire recruitment cycle from sourcing leads, identifying ideal candidates, conducting pre-screening phone calls, interview and resume prep, and being the liaison during the process between the client and candidate.
Financial Advisor Associate
Morgan Stanley
05.2021 - 10.2022
- Effectively source business prospects and employ client acquisition techniques.
- Consult with clients on wealth management strategies based on their financial and investment goals.
- Manage referral activities, customer follow-ups, and administrative tasks, complying with all regulatory requirements.
- Work with ultra-high net worth clients and institutions to determine the best strategies for retirement planning, wealth accumulation, and hedging market fluctuations.
- Deliver financial advice to clients regarding short- and long-term objectives that maximize returns while minimizing risk.
- Managed portfolio of 200+ high net worth clients with $300 million + in AUM.
- Designed and implemented process to onboard new clients with efficiency and increased AUM by 12% since inception.
- Gained extensive experience with analyzing markets, and market trends and proficiency in understanding national and international economics as well as expertise with salesforce, market analytics, and client relations.
Registered Client Service Associate
Morgan Stanley
08.2019 - 05.2021
- Managed customer relationships by performing the full range of customer service function
- Supported a team of dedicated financial advisors with data analytics, market analysis, and client relations.
- Provided organization and follow-up of the new client onboarding processes.
- Spearheaded the day-to-day client relations and handled all compliance tasks related to new account openings and investments.
Intern
Fund for Global Health
01.2019 - 05.2019
- Assisted in the efforts of crafting documents and letters to congress to lobby for tuberculosis funding.
- Secured and attended meetings with congressional staff to advocate for increased tuberculosis funding.
- Networked with congressional leaders and other lobbyists.
Intern
Bureau of Alcohol, Tobacco and Firearms
06.2018 - 08.2018
- Assisted agents in federal investigations and federal law enforcement efforts.
- Trained by ATF agents to assist with arrests and federal law enforcement practices.
- Obtained security clearance and trained in the proper use of the federal law enforcement databases.
- Assisted in wire fraud investigations as well as firearms trafficking investigations.
- Maintained close-knit relations with federal agents in the bureau.
Business Development Associate
DeVito Builders
06.2016 - 06.2018
- Assisted in recruitment efforts to increase the staffing in the office and on the job site
- Conducted extensive business development to bring in new clients to build out custom family and spec homes
- Managed office and schedules of sub contractors going to job site
- Sourced suppliers and sub contractors
Education
Bachelor of Science - Political Science and International Relations
University of Miami
Coral Gables, FL05-2019
Political Science
Emmanuel College
Boston, MA08-2016
Skills
- Series 7, Series 6, SIE and Insurance designations
- Exceptional customer service skills with strong leadership & entrepreneurial expertise
- Strong Salesforce, Microsoft Excel and Outlook knoweldge
- Sales support
- Data interpretation
- Consultative sales skills
- Performance tracking
- Highly motivated and passionate, with a strong orientation toward client relationships
- Partner with customers post-sale to ensure customer satisfaction, growth, & retention
- Ability to develop new accounts through effective networking initiatives & persuasion
- Strong understanding of target buying personas, competitive landscape, economic trends, etc
- Solid time management with high precision in delivery in a diverse environment
- Strong written & verbal communication skills for documentation and correspondence
- Sound organizational and interpersonal skills with the ability to prioritize & multi-task
Licenses
- Series 7
- Series 6
- SIE
- Insurance designations
Timeline
Internal Wholesaler
Brighthouse Financial
06.2023 - Current
Recruiter
Insight Global
10.2022 - 04.2023
Financial Advisor Associate
Morgan Stanley
05.2021 - 10.2022
Registered Client Service Associate
Morgan Stanley
08.2019 - 05.2021
Intern
Fund for Global Health
01.2019 - 05.2019
Intern
Bureau of Alcohol, Tobacco and Firearms
06.2018 - 08.2018
Business Development Associate
DeVito Builders
06.2016 - 06.2018
Political Science
Emmanuel College
Bachelor of Science - Political Science and International Relations
University of Miami