Brent Godwin
Raleigh,NC
Summary
Ambitious financial professional with an in-depth understanding of industry products and ability to drive business. Dedicated to exceeding targets on a consistent basis and building relationships. Ready to bring experience to a dynamic position with room for growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative
Fidelity Investments
Durham, NC
12.2023 - 01.2025
- Generated over $70 million in business opportunities for advisers, driving growth and revenue. Researched monthly compliance updates to take back and present in team meetings.
- Averaged 4 adviser referrals per week during free time through proactive cold calling, contributing to a consistent pipeline.
- Received outstanding client feedback, with positive reviews shared with management and online reviews, reinforcing reputation and customer satisfaction.
- Stayed ahead of industry trends and compliance regulations, maintaining up-to-date knowledge to ensure best practices.
- Independently managed advisor emails, streamlining communication and ensuring timely responses to client needs.
- Assisted in complex financial planning cases, providing insights and solutions for clients with diverse needs.
- Collaborated directly with adviser teams, facilitating seamless coordination to drive business forward and enhance client service. Researched monthly compliance updates to take back and present in team meetings. Led appointments with high-net-worth clients, offering tailored financial advice, and ensuring premium service.
- Led appointments with high-net-worth clients, offering tailored financial advice, and ensuring premium service.
- Conducted research on monthly compliance updates, and presented findings to the team to ensure alignment with industry standards.
Financial Services Representative
Fidelity Investments
Raleigh, NC
06.2023 - 12.2023
- Completed licensing through passing FINRA exams - SIE, Series 7, Series 66
- Took inbound calls for existing and potential clients
- Skill development for taking inbound calls, investment products and tools
- Coached other team members at request of manager
Relationship Banker
Bank of America
Clayton, NC
05.2022 - 03.2023
- Met and exceeded client experience standards every quarter by maintaining an extensive knowledge of company products and deepening relationships with current and prospective clients
- Supported clients in opening accounts and applying for loans, including reviewing their current financial picture
- Coached team members to develop sales opportunities and refer customers to designated business partners and advisors
- Ensured compliance with regulatory, operational, security and audit procedures and policies
Membership Sales and Collections
O2 Fitness
Wilmington, NC
06.2021 - 08.2021
- Met and exceeded sales quotas through generating new leads and identifying new clients
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings
- Preserved revenue streams by easing client discomfort
Education
Bachelor of Science - Finance
University of North Carolina At Wilmington
Wilmington, NC12-2021
Skills
- Financial planning
- Relationship building
- Retirement planning
- Continuous professional development
- Sales expertise
- Account management
- Client servicing
Certification
- Series 7, Series 66
- NC Health and Life
- Notary Public
- Candidate for CFP® certification
References
References available upon request.
Timeline
Financial Representative
Fidelity Investments
12.2023 - 01.2025
Financial Services Representative
Fidelity Investments
06.2023 - 12.2023
Relationship Banker
Bank of America
05.2022 - 03.2023
Membership Sales and Collections
O2 Fitness
06.2021 - 08.2021
Bachelor of Science - Finance
University of North Carolina At Wilmington
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