Overview
Work History
Education
Skills
Personal Interests
Certification
Timeline
Generic

Chelsea Schlosser

Shawnee,KS

Overview

15
15
years of professional experience
1
1
Certification

Work History

Personal Financial Planner, Retirement Specialist

Strategic Partners, Inc & LPL Financial
07.2017 - Current
  • Strategized and aligned with customer goals to provide tailored solutions.
  • Analyzed and developed solutions to increase product sales achieving increased market strategy with a customer centric approach.
  • Led & Facilitated a quarterly training class for current and prospective clients to educate and inform them on current market trends and product solutions.
  • Developed strong referral networks with other professionals in related fields, including Licensed Health Insurance Professionals, leading to increased collaboration opportunities and business growth.
  • Maximized tax efficiency for clients through strategic planning and implementation of tax-saving techniques.
  • Navigated complex government programs and disseminated simple solutions to meet the client's needs
  • Supported community based outreach programs to better understand the client.

Sales Manager & Business Coach

Hood & Associates, CPA
01.2022 - 11.2024
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Coached and developed a team of 7 individual sales personnel, strategized sales tactics to grow portfolio consistently by 46%.
  • Consistently maintained performance in the top 10% of the nation, quarter over quarter for 23 months.
  • Won the award of Top Sales Performer in both roles in back to back years with Hood & Associates.
  • Collaborated with upper management as well and worked closely with the Client Success Team to ensure overall success and to implement continuous improvements and exceed team goals.
  • Facilitated collaboration between diverse teams to streamline processes, reducing project timelines, while improving overall quality of service to our clients.
  • Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.

Executive Practice Manager

The Cooper Group, LLC
10.2009 - 07.2017
  • Responsible for development, implementation and delivery of the planning process across Wealth Management, Financial Advisory, and Insurance platforms.
  • Developed strong relationships with clients, ensuring a high level of care and satisfaction throughout their experience during the financial planning process.
  • Managed and retained over 1200 client portfolios over 8 years

Education

Bachelor of Science - Sociology

Emporia State University
05.2007

Skills

  • Product Ethics & Compliance Certifications
  • Ability to analyze sales data, market trends, and customer insights to drive strategy
  • Ability to leverage critical thinking and relationship management skills to drive projects from concept to completion
  • Proficient with MS Office: Microsoft Word, Power Point, Excel, Teams
  • Experience with CRM software, specifically Salesforce, to track sales activities and manage customer interactions
  • Product Knowledge Assessments
  • Excellent Driving Record

Personal Interests

  • Regular volunteer for local Kansas City non-profit, Sleephead Beds
  • Volunteer at Uplift KC benefitting the local Homeless community
  • Play recreational softball & volleyball
  • Volunteer Coach for youth basketball team

Certification

Currently hold Series 6, 63, SIE, & Life, Health, & Annuity Insurance Licenses

Timeline

Sales Manager & Business Coach

Hood & Associates, CPA
01.2022 - 11.2024

Personal Financial Planner, Retirement Specialist

Strategic Partners, Inc & LPL Financial
07.2017 - Current

Executive Practice Manager

The Cooper Group, LLC
10.2009 - 07.2017

Bachelor of Science - Sociology

Emporia State University

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Chelsea Schlosser