Carson V. King
Katy,Texas
Summary
Results-driven financial professional with a successful track record at NorthStar Resource Group, achieving the acquisition of 50 new clients through strategic outreach initiatives. Expertise in consultative selling and client relationship management fosters trust and enables the delivery of customized financial solutions. Strong communication and teamwork skills contribute to driving success and enhancing overall client satisfaction.
Overview
3
3
years of professional experience
Work History
Financial Advisor Internship
NorthStar Resource Group
Austin, TX
06.2023 - 08.2023
- Partnered with a senior advisor to promote financial solutions to medical professionals nationwide, securing approximately 50 new clients through strategic outreach
- Conducted in-depth research on products, markets, and client needs to provide informed recommendations and build trust
- Executed a high-volume outreach campaign, making over 1,000 personalized phone calls to connect clients with valuable investment opportunities
Customer Service Representative
Texas State Tubes
San Marcos, TX
05.2022 - Current
- Delivered exceptional service to thousands of weekend tourists, managing check-ins and shuttle services with efficiency and a client-first mindset
- Collaborated seamlessly with a team, stepping up to lead or support tasks to meet company goals and enhance customer satisfaction
- Demonstrated initiative by organizing river clean-ups, contributing to the community and fostering a positive company image
Education
Bachelor of Business Administration (B.B.A.) - Finance
Texas State University
San Marcos, TX12.2024
Skills
- Client Relationship Management
- Communication skills
- Consultative selling
- Pipeline management
- Strategic Outreach & Sales
- Financial Systems & Process Optimization
- Team Collaboration & Leadership
- Customer Service Excellence
Leadership And Community Engagement
Sigma Alpha Epsilon, Texas State University, Executive Board Member, 1 year, Honed leadership and organizational skills, Coordinated philanthropy events to support the San Marcos community
Timeline
Financial Advisor Internship
NorthStar Resource Group
06.2023 - 08.2023
Customer Service Representative
Texas State Tubes
05.2022 - Current
Bachelor of Business Administration (B.B.A.) - Finance
Texas State University
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