Cody R. Branson
Denver
Summary
Customer Relationship Advocate turned Workplace Planning Consultant with experience in financial services and commercial insurance. Highly skilled in providing retirement planning and investment advice, building lasting client relationships, and delivering tailored financial solutions. Known for strong communication, adaptability, and time management skills, with a deep understanding of workplace retirement plans and a commitment to client satisfaction and retention.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant 1
Fidelity Investments
Greenwood Village, CO
08.2024 - Current
- Provide advice on asset-related decision-making in workplace 401(k) plans, advice on retirement, and after-termination plan movements.
- Investigate and explore the future retirement planning needs of customers.
- Build and expand on customer relationships by identifying their needs, and offering customized Fidelity solutions on the retail side.
- Partner with retail planning consultants within the organization to drive additional business.
Customer Relationship Advocate
Fidelity Investments
Greenwood Village, CO
07.2023 - 08.2024
- Advocate for client needs, ensuring satisfaction and retention through effective communication, team-oriented, and problem-solving skills.
- Passionate about enhancing client experiences, striving for excellence, and demonstrating a strong work ethic and punctuality.
- Analyze client feedback and data trends to identify areas for service improvement, enhancing the overall client experience.
- Work closely with team members to identify and solve client issues, enhancing overall service quality.
Commercial Lines Insurance Intern
First International Bank & Trust
Fargo, ND
08.2022 - 05.2023
- Assisted in underwriting commercial insurance policies, enhancing policy accuracy and compliance
- Collaborated with senior underwriters to streamline policy issuance, reducing processing time
- Eagerly embraced new challenges, showing dedication to learning and adaptability, positively impacting morale and productivity
- Worked closely with cross-functional teams to ensure seamless policy renewals, fostering a cohesive work environment
Education
CFP - Certification In Progress - Expected to sit for CFP exam in July/November 2025
Dalton Education By Cerifi
06-2024
Bachelor of Science - Finance
Minnesota State University Moorhead
Moorhead, MN05.2023
High School Diploma -
Alexandria Area High School
Alexandria, MN05.2020
Skills
- Retirement Planning
- Problem Solving
- Creativity
- Detail Oriented
- Time Management
- Communication
- Team Oriented
Certification
CRD#: 7788017
Series 7
Series 66
Series 63
Timeline
Workplace Planning Consultant 1
Fidelity Investments
08.2024 - Current
Customer Relationship Advocate
Fidelity Investments
07.2023 - 08.2024
Commercial Lines Insurance Intern
First International Bank & Trust
08.2022 - 05.2023
CFP - Certification In Progress - Expected to sit for CFP exam in July/November 2025
Dalton Education By Cerifi
Bachelor of Science - Finance
Minnesota State University Moorhead
High School Diploma -
Alexandria Area High School
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