Brady Hertel
TurboDebt
Connersville
9
years of professional experience
I am a successful financial professional skilled in building personalized plans to meet my clients' short- and long-term financial goals. I build wealth and financial stability for my clients through diversified approaches. I am accomplished in acquiring and retaining customers to maintain consistent business levels. I am also a dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at solving problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Work History
Enrollment Specialist
2 Months- Analyzed client data to identify trends, informing strategic decisions for enrollment strategies.
- Analyzed customer needs to recommend tailored solutions, enhancing overall satisfaction.
- Developed and maintained strong relationships with key accounts, fostering long-term partnerships.
- Implemented effective sales techniques, resulting in improved closing rates and revenue growth.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problemsolving.
Retail Worker
2 Months- Redesigned stock replenishment sequence to prioritize fast-selling SKUs, shortening out-of-stock durations and sustaining sales continuity.
- Monitored point-of-sale trends and adjusted planogram priorities, aligning shelf assortment with demand patterns and producing measurable category stability.
- Conducted daily quality audits of pricing and labels, correcting discrepancies to prevent checkout disputes and uphold transaction accuracy.
Financial Advisor
3 Years 2 Months- Provided advice to clients on how best to approach their development plans.
- Reviewed client's proposals and provided feedback from a planning perspective.
- Assessed applications submitted by developers in relation to planning legislation.
- Provided advice on tax-advantaged investment opportunities.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Developed and maintained strong client relationships through exceptional service and communication.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Financial Advisor
3 Years 8 Months- Conducted at least 5 client appointments a week to not only uncover new asset opportunities, but to make sure my clients felt secure in achieving their financial goals.
- Maintained a strong pipeline of incoming clients by door knocking 5 days a week, and making 25 calls a day to prospects and current clients.
- Identified optimal products for each client and presented solutions.
- Sold mutual funds, stocks and bonds tailored to my client's long and short term goals.
- Backed up financial advice with accurate and current advice on industry trends.
- Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs.
- Guided clients toward profitable and secure financial decisions with persuasion and knowledge of available products.
- Used consultative appointments focused on analyzing existing client situations and identified opportunities for improvement.
- Determined customers' needs by carefully reviewing current expenses and income, tax status and both short- and long-term financial objectives.
- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals.
- Brought in roughly 30 new clients each year by generating leads through word of mouth, cold calling and local marketing, such as door knocking, and joining community clubs.
- Kept clients' investment portfolios up-to-date with plans tailored to my clients goals and needs.
- Managed 267 households worth almost $24,000,000 in assets.
Inside Sales Representative
7 Months- Processed customer orders and contracts to foster continuous satisfaction.
- Managed client and prospect correspondence and resolved related inquiries.
- Created client communications and enrollment plans and conveyed clear expectations for ongoing support.
- Estimated and quoted prices, credit or contract terms and delivery dates.
- Sustained revenue by bringing in new customers and continuously connecting with established accounts.
- Answered customers' questions about products, prices and availability.
- Accomplished multiple tasks in a fast-paced environment.
Education
Bachelor of Science - Historical perspectives, geography, sociology
- Completed post baccalaureate degree coursework in Historical perspectives, geography, and sociology.
- GPA: 3.5
Skills
Client relations
Pipeline management
Industry research
Time management
Analytical thinking
Scheduling
Written communication
Verbal communication
Investments advising.
Additional information
- Activities and Honors
- Chamber of Commerce, Member, We work together to help businesses within our communities prosper.
- Kiwanis Club, Board Member, Dedicated to improve children's lives and the communities they live in.
- New Horizons, Board Member, Help people with special needs integrate themselves into the community and workforce.
Timeline
Enrollment Specialist
TurboDebt
07.2026 - CurrentRead More
Retail Worker
Walmart
10.2025 - 12.2025Read More
Financial Advisor
Empower Retirement
06.2022 - 08.2025Read More
Financial Advisor
Edward Jones Investments
09.2018 - 05.2022Read More
Inside Sales Representative
Tedco Toys
08.2017 - 03.2018Read More
Ball State University
Bachelor of Science from Historical perspectives, geography, sociology
Read More