Christopher A. Wolfe
San Diego,CA
Summary
Professional with strong sales background in financial services and keen eye for detail. Demonstrates ability in data management, regulatory compliance, and financial reporting. Known for fostering team collaboration and adapting to evolving workplace needs. Consistently delivers precise and timely results, ensuring clients receive optimal retirement and financial solutions.
Overview
7
7
years of professional experience
3
3
Certification
Work History
Pension Analyst
Capital Partners Wealth Management
05.2024 - Current
- Provided guidance to clients and plan sponsors on the design and implementation of pension programs, ensuring alignment with organizational objectives and compliance with applicable regulations.
- Managed participant data, ensuring accuracy and timely updates for benefit calculations and distributions.
- Evaluated potential risks associated with different investment strategies, making recommendations to mitigate potential losses while maximizing returns.
- Enhanced pension plan performance by conducting thorough analysis and identifying areas for improvement.
Regional Vice President
Appreciation Financial
03.2022 - 04.2024
- Led a team of district managers, ensuring consistent communication and collaboration for overall business success.
- Managed financial performance by setting budgets, monitoring expenses, and identifying areas for improvement.
- Increased regional sales by developing and implementing strategic sales plans.
- Implemented cross-functional initiatives for continuous improvement in sales, customer satisfaction, and operational efficiency.
- Delivered regular progress reports to senior leadership, providing clear metrics on regional performance against company goals.
- Ensured regulatory compliance across all aspects of business operations within the region.
Business Development Manager
Appreciation Financial
02.2020 - 03.2022
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
Education
Bachelor of Science - Political Economy
University of South Carolina
Columbia, SC05-2017
Skills
- Insurance
- Benefits calculations
- Retirement plan administration
- Compliance monitoring
Certification
- Life and Health Insurance License
- AML - Anti-Money Laundering Certification
- Annuity Best Interest Certification
Timeline
Pension Analyst
Capital Partners Wealth Management
05.2024 - Current
Regional Vice President
Appreciation Financial
03.2022 - 04.2024
Business Development Manager
Appreciation Financial
02.2020 - 03.2022
Bachelor of Science - Political Economy
University of South Carolina
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