Brandon Dinsmore
Dallas,Texas
Summary
Motivated Financial Services Professional and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Team player who is passionate about helping coworkers grow while prioritizing customer satisfaction.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Professional
Equitable Advisors
Dallas, United States
06.2021 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses 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.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed strong cooperative relationships with coworkers and managers.
Education
BBA - Finance
The University of Alabama
Tuscaloosa, AL05.2021
Skills
- Financial Advising
- Relationship building and management
- Verbal and Written Communication
- Attention to Detail
- Client Engagement
- Policy development and implementation
- Sales expertise
- Industry networking
- MS Office
- Teamwork
Certification
- Series 7
- Series 63
- Texas General Lines: Agent Life, Accident, Health
Timeline
Financial Professional
Equitable Advisors
06.2021 - Current
BBA - Finance
The University of Alabama
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