Benjamin Levy
Grant,FL
Summary
Financial services professional committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Personable candidate committed to helping clients meet financial goals. Extensive experience educating and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial guidance and helping clients reach financial goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Retirement Specialist
Nationwide
01.2022 - Current
- Developed strong relationships with employers and individual participants, fostering trust and loyalty in the assigned territory.
- Increased clients base by conducting informative webinars and workshops on retirement planning strategies and enrollment into 457b plan.
- Expanded territory coverage by strategically identifying and targeting potential new accounts.
- Stays current on industry trends, legislation changes, and market conditions affecting retirement planning strategies for continuous improvement in services provided to clients.
- Evaluated investment performance regularly, adjusting clients'' portfolios when necessary to meet changing needs or market conditions impacting their retirement goals effectively.
- Provides ongoing support to retired clients by monitoring their income streams, adjusting distributions as needed based on changes in living expenses or taxes owed during the year.
- Educates clients on potential risks and rewards associated with various investments
- Maintains strict compliance with regulatory requirements to protect both the firm''s reputation and client interests during all transactions involving retirement accounts.
Internal Retirement Specialist
Nationwide
04.2021 - 01.2022
- Enhanced client satisfaction by providing personalized retirement planning solutions and guidance
- Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
- Recommended suitable investment products tailored specifically towards each client''s unique circumstances while considering factors such as risk tolerance level or timeline until anticipated date of retiring from the workforce.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Collaborated with clients to develop customized investment portfolios.
Financial Services Representative
Nationwide
09.2019 - 04.2021
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Delivered guidance on financial regulations and requirements.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
Assistant Store Manager
Walgreens
06.2002 - 09.2018
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Mentored new employees on company policies, procedures, and best practices to ensure their success with the organization.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Cultivated a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
Education
Masters in Human Resources Management -
Florida Metropolitan University
Bachelor of Science in Management -
The University of Tampa
Skills
- Client Relationship Building
- Territory Management
- Regulatory Requirements Adherence
- Customer Expectations Management
- Business Development
- Retirement needs
- Financial Planning
- Investment Guidance
- Team building
- Asset Allocation
- Honest and Dependable
- Analytical Thinking
- Microsoft Office
- Salesforce Applications
Certification
- International Foundation for Retirement Education: (CRC)Certified Retirement Counselor
- Florida Insurance License: Health, Life & Annuities
- FINRA: Series 6 & 63, SIE
Timeline
Retirement Specialist
Nationwide
01.2022 - Current
Internal Retirement Specialist
Nationwide
04.2021 - 01.2022
Financial Services Representative
Nationwide
09.2019 - 04.2021
Assistant Store Manager
Walgreens
06.2002 - 09.2018
Masters in Human Resources Management -
Florida Metropolitan University
Bachelor of Science in Management -
The University of Tampa