Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bailey Gilbert

Birmingham,AL

Summary

Dynamic professional at The Noles Group, excelling in investment research and client education. Adept at delivering tailored retirement planning solutions and enhancing sales strategies. Strong leadership and conflict resolution skills fostered client relationships and drove successful outcomes in diverse financial environments.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Associate Financial Advisor

The Noles Group
Birmingham, AL
01.2025 - Current
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.
  • Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
  • Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
  • Managed client expectations and resolved any concerns or issues promptly.

Branch Manager/Independent Representative

Amerilife of Alabama
Birmingham, AL
12.2023 - Current
  • Educated clients on the importance of life insurance and financial planning.
  • Conducted policy reviews to identify opportunities for additional coverage or adjustments.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Identified areas of improvement within the company's processes and procedures.

Education

BBA - Business Management/ Real Estate

The University of Alabama
Tuscaloosa, AL
08-2023

Skills

  • Investment research
  • Retirement planning
  • Teamwork and collaboration
  • Business intelligence
  • Client education
  • Sales strategy
  • Leadership
  • Conflict resolution
  • Written communication
  • Problem solving
  • Relationship building

Certification

  • Life And Health Insurance Licensed
  • SIE, Series 6, Series 63 Licensed

Timeline

Associate Financial Advisor

The Noles Group
01.2025 - Current

Branch Manager/Independent Representative

Amerilife of Alabama
12.2023 - Current

BBA - Business Management/ Real Estate

The University of Alabama

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