Brianne Kimball
Dallas,TX
Summary
Reliable, energetic and dynamic financial professional with extensive experience in client services and account management. Proven track record in enhancing operational efficiency and training programs, while fostering strong customer relationships. Skilled in utilizing proprietary planning software to deliver tailored financial solutions, ensuring client satisfaction and loyalty.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director of Planning and Client Experience
Triumph Financially
06.2021 - Current
- Responsible for using Northwesten Mutual's proprietary planning software to build financial plans for clients to help them achieve their personal and financial goals.
- Collaborate with the firms advisors with in the day to day operations of servicing and managing the over $400 Million of assets currently under management.
- Created firms standard operating procedures with the goal of maximizing senior advisors time with clients.
- Managed financial representatives insurance licensing and professional designations, including completing application and renewal process and continuing education requirement.
- Responsible for new employee onboarding and training processes.
Associate Financial Representative
David Henne
10.2017 - 06.2021
- Main point of contact for potential and existing insurance, investment, and comprehensive planning clients.
- Coordinate and collaborate with other team members to ensure customer needs are satisfied.
- Demonstrated industry expertise, analytical nature, and client relation skills to resolve customer concerns and promote loyalty.
- Maintained and organized all client records and financial plans.
Compliance and Training Coordinator
Northwestern Mutual
10.2015 - 10.2017
- Responsible for Series 6 and Series 63 Securities and Licensing Classes
- Reviewed training plans with representatives and verified if each individual was on track with current plan.
- Organized and prepared training materials for current and new employees
- Conducted compliance reviews with financial representatives
- Responsible for scheduling training programs for new employees.
Financial Representatives Service Team
Northwestern Mutual
05.2015 - 10.2015
- Provided back office and assistant services to newly contracted financial representatives.
Front Desk Receptionist
Northwestern Mutual
01.2015 - 05.2015
- Improved existing front desk receptionist processes and implemented new standard operating procedures that are still being used currently
Assistant Manager
Tilly's
10.2014 - 01.2015
Assistant Manager
The Buckle
08.2012 - 10.2014
Education
Apparel And Merchandising
Colorado State University
05-2011
Skills
- Client Services
- Customer Relationship Management
- Account Management
- Financial Planning
Certification
- Series 6 Certification
- Series 63 Certification
Timeline
Director of Planning and Client Experience
Triumph Financially
06.2021 - Current
Associate Financial Representative
David Henne
10.2017 - 06.2021
Compliance and Training Coordinator
Northwestern Mutual
10.2015 - 10.2017
Financial Representatives Service Team
Northwestern Mutual
05.2015 - 10.2015
Front Desk Receptionist
Northwestern Mutual
01.2015 - 05.2015
Assistant Manager
Tilly's
10.2014 - 01.2015
Assistant Manager
The Buckle
08.2012 - 10.2014
Apparel And Merchandising
Colorado State University
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