Austin Hale

Registered Rep

Melrose,MA

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the retirement industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and exceed productivity targets. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Work History

Retirement Consultant

John Hancock

11.2022 - 10.2024

Maintained strong relationships with existing clients through regular communication and updates on their retirement plan progress.
Facilitated the successful transfer of assets between retirement accounts while discussing financial planning and tax implications.
Evaluated client risk tolerance levels to develop suitable asset allocation models aimed at achieving long-term financial goals.
Certified in SIE, Series 6 and 63

Rep Retirement - Registered; Participant Services

Empower

02.2020 - 10.2022

Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Met customer call guidelines for service levels, handle time and productivity. Exceeded first call resolution requirements by 20% in last 10 quarters. Handled over 60 calls per day while maintaining adherence levels over 96% Since starting.
Trained new personnel regarding company operations, policies and services.

Manager

The Wash Bay

10.2018 - 08.2019

Maximized performance by monitoring daily activities and mentoring team members. Established training protocols to ensure customer satisfaction

Valet Manager

NY, Parking Systems, Valley Stream

05.2016 - 09.2017

Rendered excellent service to customers and sales staff of Catalina Beach Club. Collaborated with Club Management to improve customer satisfaction.

Education

Bachelor of Arts - Major in Film Production, Minor in Global Studies

Hofstra University

Hempstead, NY

09.2013 - 05.2017

Skills

Professional telephone demeanor

Overview

years of professional experience

years of post-secondary education