Austin Daniels
Huntington Beach
Summary
Retirement Plan Specialist with 6+ years of experience supporting clients with retirement plan solutions and optimizing enrollment processes. Skilled in client relationship management, analytical problem-solving, and project coordination to streamline onboarding and increase plan participation. Proven collaborator who mentors team members, develops training resources, and identifies opportunities to expand retirement offerings and improve client outcomes.
Overview
10
10
years of professional experience
Work History
Retirement Plan Specialist
J. Derek Lewis & Associates
Newport Beach
08.2020 - Current
- Retirement Plan Specialist with 6+ years of experience.
- Assisted clients with retirement plan selections and benefit explanations.
- Demonstrates strong client relations, analytical thinking, and project management to reduce onboarding time and improve plan adoption.
- Collaborative team player who mentors colleagues, develops training, and seeks opportunities to expand retirement offerings and enhance client outcomes.
- Streamlined retirement plan enrollment processes, enhancing efficiency and significantly reducing client onboarding time.
- Collaborated with financial advisors to develop comprehensive retirement solutions, strengthening client relationships and increasing satisfaction.
- Fostered a positive work environment by mentoring staff, enhancing team morale and collaboration.
Manager
Papa Z's
Fountain Valley
09.2017 - 08.2020
- Supervised daily operations to ensure efficient service delivery.
- Trained and mentored staff on customer service standards.
- Managed inventory levels and conducted regular stock checks.
- Implemented new procedures to enhance workflow efficiency.
Server / Bartender
Claim Jumper
07.2016 - 11.2019
- Provided excellent customer service in a fast-paced dining environment.
- Took orders and efficiently communicated them to the kitchen staff.
- Maintained cleanliness and organization of dining area throughout shifts.
Education
Associate degree -
Golden West College
Huntington BeachSkills
- Client Relations
- Time Management
- Team Collaboration
- Problem Solving
- Project Management
- Analytical Thinking
- Training Development
Phone - Number
7146166698
Timeline
Retirement Plan Specialist
J. Derek Lewis & Associates
08.2020 - Current
Manager
Papa Z's
09.2017 - 08.2020
Server / Bartender
Claim Jumper
07.2016 - 11.2019
Associate degree -
Golden West College