Chelsey Kastrup

Currently enrolled in Cole Gordon's Remote Closing Academy to develop and sharpen my high-ticket setting and closing skill set.

• Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Deliver strategy advisement and corporate financing to clients.
• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Partner with local organizations to provide specialized financial planning support to diverse populations with unique needs.
• Meet with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Is a full service insurance and financial consulting firm with an employee benefits division focusing on retirement planning and individual securities. Acting as 3(21) advisors, manages over 90 employer plans with assets over $250,000,000 and over 500 individual clients with assets over $40,000,000

• Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Maintained effective working relationships with clients to support business retention and accompany producer to client meetings as necessary
• Communicated all necessary information to producers, clients, recordkeepers and any other agency team members servicing the account
• Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.

Is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Acting as 3(21) advisors, manages 95 group plans with assets over $500,000,000 and 825 individual clients with assets over $57,000,000

• Maintained and suggested processes to meet all compliance regulations as set by FINRA and our Broker Dealer to ensure compliance for existing clients, new clients transitioning to The Olson Group and with internal staff
• Assisted with business development, strategy and project implementation and promoted the collaboration and teamwork among the three Retirement Representatives
• Assisted with retirement plan paperwork and information to include group and individual accounts, processes rollover paperwork, maintained and updated investment accounts as needed and revenues quarterly
• Calculated and reconciled commission statements for department
• Proactively supported three Retirement Representatives and clients with rollover paperwork, account set- up and insured the transfer of all funds successfully

Orion was built by advisors, for advisors. They provide an innovative, advanced cloud based technological platform generating solutions for reporting, billing, compliance, etc for financial advisors. They have $650Billion assets under administration, serving more than 1,500 advisory firms

• Trained advisors on Orion system technology capabilities available by completing one-on-one sessions. Including billing, performance, reporting, and investment research and data analytics
• Counseled advisors regarding best practices, policies and procedures, as well as provided advice on how to handle situations encountered or requests
• Educated advisors on Orion performance calculations in comparison to other methods used by Orion competitors
• Aided in growing business with client by highlighting additional features which would benefit clients overall package offering
• Knowledge base for performance, reporting, and billing, and developed custom reports per advisors' request

Is a third-party administrator, serving as a 3(16), of employer sponsored retirement plans, including Profit Sharing, 401(k), 403(b), Safe Harbor, Roth and ESOP. They support business owners, plan sponsors, their employees and advisors with IRS and DOL compliant retirement plans

• Providing plan services tailored to their specific needs, ensuring coverage and compliance
• Managed 67 employer sponsored contracts with plan maintenance, testing and reporting
• Including comprehensive knowledge of compliance with Department of Labor and IRS regulations
• Completed quarterly and year-end reports and testing
• Including 5500 forms for small and audit sized groups, safe harbor and profit-sharing calculations, ADP/ACP and key employee testing
• Assisted clients with all paperwork required for yearly 401(k) planning, participants with withdrawals and contribution limits
• Advocated for the plan with recordkeepers and assists in developing the relationship between both parties
• Worked with both parties on recommending plan design changes due to growth and testing results
• Ensured plan documents were updated and met changing IRS regulations and assisted plan sponsors with employee communication for compliance standards.