Charles Reimer
Chester Springs,PA
Summary
Accomplished Financial Consultant with over 20-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Financial Consultant
Citizens Investment Services
Fort Washington, PA
05.2001 - 02.2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Achieved annual revenue, both recurring and new revenue of over $700,000 per year.
- Exceeded sales target by employing consultative sales tactics and superior customer care. Ultimately reaching 150 million dollars assets under management by end of 2019 from zero AUM in 2001. Qualified as Citizens Top Performer each year,
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Account Executive
New England Financial A MetLife
Wayne, PA
01.2000 - 05.2001
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing and referrals.
- Drove new business development through qualifying leads, building relationships and executing strategic sales. Generated increase in weekly appointment activity by 15% resulting increase of premium revenue by 25%
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Developed training model for associates within firm to meet their licensing requirements and market Long Term Care insurance. Developed and executed marketing plan to incorporate LTC Ins. into client's business plan.
Account Executive
John Hancock Insurance Services
Conshohocken, PA
01.1999 - 01.2000
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing and referrals. Making over 100 cold calls per day resulting in 10 new appointments per week with new clients. Also calling 20 existing clients each day making 8 appointments per week for financial plan review
- Drove new business development through qualifying leads, building relationships and executing strategic sales.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Completed Life Insurance and Long-Term Care Insurance exam requirements. Developed business relationship with retail and corporate accounts to expand financial planning for individuals and health benefits for corporate clients.
Vice President of Sales
Boenning & Scattergood
Conshohocken, PA
03.1996 - 12.1998
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
- Introduced management of firm to focusing on underserved institutional market of private asset managers on area of tax advantaged investments.
- Generated over $10,000 per month net revenue over expenses by providing private asset managers with product for their individual high net worth clients
- Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
- Fostered performance development of staff through ongoing coaching and mentoring on best practices.
Education
No Degree -
American College of Financial Services
King Of Prussia, PA06.2006
Bachelor of Science - Accounting And Finance
Villanova University
Villanova, PA1976
Skills
- Client Recruiting and Retention
- Financial Plan Development
- Retirement Needs
- Investment Planning
- High Net Worth Individuals Marketing
- Financial and Estate Planning
- Client Rapport-Building
- Consultative Techniques
- Closing Procedures
Sailing, Golf and helping grand children
Assist by being the backup getting my grand children to or from school, sometime baby sitter on short notice.
Play golf once a week , weather permitting, with same group
Once and a while slip off to Annapolis MD and take a day sale with some boat owning friends.
Timeline
Financial Consultant
Citizens Investment Services
05.2001 - 02.2019
Account Executive
New England Financial A MetLife
01.2000 - 05.2001
Account Executive
John Hancock Insurance Services
01.1999 - 01.2000
Vice President of Sales
Boenning & Scattergood
03.1996 - 12.1998
No Degree -
American College of Financial Services
Bachelor of Science - Accounting And Finance
Villanova University
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