Claire Bracken
Englewood,CO
Summary
Client-oriented professional bringing extensive focus to sales through a service-oriented approach. Proven ability to establish and maintain excellent communication and relationships with clients. Dedicated to learning, expanding and ready to join your team.
Overview
12
12
years of professional experience
4
4
Certifications
Work History
Financial Advisor
Northwestern Mutual
Englewood, Colorado
02.2024 - Current
- Develop comprehensive financial plans for diverse client portfolios.
- Provide ethical, objective and holistic financial planning advice.
- Cultivated strong client relationships through proactive communication and support, enhancing client satisfaction.
- Educate clients on insurance products and wealth management strategies.
- Identified new business opportunities through strategic networking and client referrals, contributing to portfolio growth.
- Facilitated financial literacy workshops for community organizations and clients, promoting informed decision-making.
Solar Sales Representative
Encor Solar
Tulsa, OK
12.2020 - 08.2023
- Negotiated contracts with clients and managed all aspects of the sales process from initial contact to close of sale.
- Closed and installed $5.4 million in gross sales, exceeding sales targets and contributing to overall company growth
- Ranked 3rd top sales representative for 2022 and 8th for 2021 companywide.
- Recognized as top 5% of solar sales nationwide for 2022.
- Build systems for clients based on electric energy requirements, site conditions, and price.
- Assess sites to determine suitability for equipment.
- Developed strategic sales plans for territories, increasing market penetration and customer engagement.
- Collaborated with installation teams to streamline project execution, ensuring timely and efficient system installations.
General Manager
Mellow Mushroom
Summerville, SC
10.2013 - 06.2020
- Flipped negative sales year after year to increased sales for 10 out of 12 months.
- Maintained customer satisfaction, and increased sales.
- Monitored financial performance and identified areas for improvement in cost savings and revenue generation.
- General HR management maintained staffing through high and low seasons, while focusing on retention.
- Ensured production and function within DHEC standards.
- I started as a server in 2013 and worked up to General Manager by 2015.
Education
Bachelor of Arts - Bible And Religion
Harding University
Searcy, AR05-2012
Skills
- Client relationship management
- Effective communication
- Pipeline management
- Employee benefits consulting
References
- Jamie Tyler - 585-415-5347
- Heather Carter - 913-486-3355
- Alex Skipper - 843-810-6157
Certification
Series 63
Series 7
SIE
Life and Health Insurance License
Long Term Insurance License
Timeline
Financial Advisor
Northwestern Mutual
02.2024 - Current
Solar Sales Representative
Encor Solar
12.2020 - 08.2023
General Manager
Mellow Mushroom
10.2013 - 06.2020
Bachelor of Arts - Bible And Religion
Harding University