Personable candidate committed to providing world-class service and support. Achieved over 150% to plan territory growth for Allianz Life by building robust client relationships and leveraging expertise in annuity strategies. Recognized for outstanding service and leadership, I excel in sales and customer service, demonstrating attention to detail and a dependable nature.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Internal Retirement Consultant II
Allianz Life Insurance Company Of North America
04.2021 - Current
Provided comprehensive and personalized sales & service support to over 300 financial professionals during the sales processes, from initial contact to after-sales care
Increased sales by developing strong relationships with key financial advisors and providing tailored annuity solutions to their clients' needs, helping the territory grow over 150% to plan in one year
Advised financial advisors on establishing client income streams during retirement to ensure a comfortable lifestyle for retirees while reducing market risk
Participated in national Broker-Dealer conferences and community networking events to increase company visibility and generate territory leads
Mentored and trained new hires on annuity product and industry knowledge, fostering professional growth and establishing leadership within the sales desk
Awarded as the District Most Valuable Person for October and November 2023, and March and April 2024
Internal Retirement Consultant I
Allianz Life Insurance Company Of North America
11.2020 - 04.2021
Served as a first point of contact on the General Sales and Support team for prospective clients to provide excellent customer service and connect clients with multiple departments and teams
Educated financial advisors about fixed and variable indexed annuity investments and strategies
Handled customer relations issues, enabling quick resolution, and client satisfaction
Education
Bachelor of Arts - Communication Studies
Iowa State University
Ames
05.2020
Skills
Client Relationship Building
Sales and Customer Service
Retirement Income Strategies
Inflation Protection Planning
Annuity Product Familiarity
Attention to Detail
Salesforce
Product Promotion
Certification
CRPC Designation - Chartered Retirement Professional Counselor
Series 6 & 63 FINRA Securities Licenses
Minnesota Life and Health Insurance License
Leadership Studies Certification - Iowa State University
Investment Operations Analyst at Allianz Life Insurance Company of North AmericaInvestment Operations Analyst at Allianz Life Insurance Company of North America
Business Development Consultant at Allianz Life Insurance Company of North AmericaBusiness Development Consultant at Allianz Life Insurance Company of North America
Customer Service Representative at Allianz Life Insurance Company Of North AmericaCustomer Service Representative at Allianz Life Insurance Company Of North America
Contact Center Representative I at Allianz Life Insurance Company Of North AmericaContact Center Representative I at Allianz Life Insurance Company Of North America