Chali Hachtel
Dickinson,TX
Summary
Detail-oriented professional Financial Advisor with 12+ years of experience. I am well versed in financial products, services and solutions for clients. I am successful in empowering my colleagues with information to improve practice management while being involved with projects and exceeding sales goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
TIAA
Remote, TX
05.2011 - Current
- A motivated client obsessed financial advisor who builds strong relationships while building and educating clients ensure financial security to and through retirement.
- Mentor to new hires and seasoned representatives to create cross-functional initiatives that promoted employee engagement
- Identified performance indicators and guided team members on refining procedures to improve outcomes for a more effective and efficient business.
- Prioritized and organized tasks to efficiently accomplish and consistently exceeded sales metrics.
- Advised customers on allocations, consolidation and complex retirement planning.
INSURANCE SALES
AEGON
Plano, TX
11.2009 - 04.2011
- Licensed insurance agent providing life insurance sales and retention on inbound and outbound line of fast paced call center.
- Worked with cross-functional teams to achieve and exceed goals.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Education
BFA Bachelors -
STEPHEN F. AUSTIN STATE UNIVERSITY
05.1994
Skills
- Problem-Solving
- Relationship Building
- Subject Matter Expert
- Adaptable
- Results Driven
- Coaching and Mentoring
Certification
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 6
- Insurance Life and Health all 50 States
Accomplishments
- 2023 number one rated consultant leading the Individual Financial Consult department.
Timeline
Financial Advisor
TIAA
05.2011 - Current
INSURANCE SALES
AEGON
11.2009 - 04.2011
BFA Bachelors -
STEPHEN F. AUSTIN STATE UNIVERSITY
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