Bradley Barnes
Gilbert
Summary
Charismatic financial services professional highly effective at working with clients of all levels and backgrounds. Highly motivated, friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
10
10
years of professional experience
Work History
Financial Advisor
WestPac Wealth Partners
09.2021 - Current
- Met with clients to discuss assets, expenses, protection strategies, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Representative
Northwestern Mutual
10.2019 - 09.2021
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
Training Development Manager
Life Time Fitness
06.2015 - 10.2019
- By furthering technical skills of training and increasing knowledge of business development, proven consistent %SSSG of revenue per trainer on sub-team
- Sub-team revenue plus personal revenue contribute to roughly 42% of department total revenue, highest in department
- Through utilization of client engagement education and providing real-time performance feedback NPS scores increased 58% in just over three months
- Led and contributed to the departments record setting revenue month at $237,000 by driving focus on appointment set up via prospecting on throughout the club, calling parties, and educational booths
- Contact: Kris Machain – 619-948-6940
OnBoarding Specialist
Life Time Fitness
01.2015 - 06.2015
- Perform a minimum of 15 new member consultations per week in order to ensure new trainers began with three or more active clients per week
- Generated approximately $3,000 in NEW revenue through onboarding consultations in order to New Member New Business budget
- Ensured client results were being delivered from trainer that was given a client via 1v1 meetings to go over progress, successes, and opportunities
- Achieved over $615,000 in sales in less than six years compared to the average of $298,000
- Contact: Kari Neubauer – 480-892-5020
- Lead team of up to 35 fitness professionals
- Maintain monthly trailing average of $10,000-$12,000 (highest in department)
Personal Trainer
Life
05.2013 - 06.2014
- Time Fitness
- Prospect and lead generate from 40 hours a week to building clientele base up to servicing 35 client hours per week
- Met or exceeded monthly revenue targets from $2000 in first month to $10,000 in seventh month- 4 months faster than average
- Consult, collaborate, and develop an individualized program for each client; then execute each session and communication with outstanding customer service
- Contact: Kari Neubauer – 480-892-5020
- Build book of business from the ground up; provide best client results and customer service
Education
Bachelor of Science - Kinesiology
Arizona State University
Tempe, AZSkills
- Sales Expertise
- Consultative Techniques
- Retirement Needs
- Client Interactions
- Retirement Needs
- Managing Wealth
- Business Development
- Investment Advising
- Client Rapport-Building
Licenses
- SIE
- Series 6
- Series 63
- Series 65
Timeline
Financial Advisor
WestPac Wealth Partners
09.2021 - Current
Financial Representative
Northwestern Mutual
10.2019 - 09.2021
Training Development Manager
Life Time Fitness
06.2015 - 10.2019
OnBoarding Specialist
Life Time Fitness
01.2015 - 06.2015
Personal Trainer
Life
05.2013 - 06.2014
Bachelor of Science - Kinesiology
Arizona State University
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