Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Colton Illingworth

Queen Creek,AZ

Summary

Experienced Financial Advisor with one and a half years of experience in prospecting and retaining over 300 clients. Skilled in scheduling meetings within schools, engaging with principals and business owners, hosting seminars, and door-to-door canvassing. Experienced in teaching new advisors and collaborating with senior advisors in a fiduciary capacity. Proficient in working under pressure and maintaining patience with clients and prospects. Committed to explaining product details openly and honestly until clients fully understand, ensuring accurate and correct application filings.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

Equitable
07.2022 - 01.2024
  • Developed a book of business with ~350 teacher clients over 2.5 years, personally acquiring 100+ via direct outreach and retaining ~170 from a transferred portfolio.
  • Cultivated relationships across 3 school districts via cold-calling and email campaigns, securing access to principals, board members, and staff in all schools to pitch 403(b), 457(b), and life insurance products.
  • Scheduled and conducted 7-10 weekly school meetings, totaling ~900-1300 over 2.5 years, achieving a ~10-15% conversion rate while promoting 403(b), 457(b), and life insurance solutions.
  • Organized 6+ quarterly seminars in schools (minimum 2 per district) during breaks, promoting 403(b) and 457(b) plans to district educators.
  • Generated ~30 referrals over 2.5 years from existing clients, enhancing lead pipeline and contributing to total client growth.
  • Mastered 403(b), 457(b), and life insurance products post-training, enabling effective client presentations and tailored solutions.
  • Demonstrated adaptability by navigating school-specific access challenges, securing meetings where direct relationships were limited.

Equity Trader

Home
01.2018 - 07.2022
  • Conducted market trend research and monitored financial news weekly, developing strategies to adapt to various trading conditions.
  • Maintained self-motivated learning habits, dedicating ~40+ hours weekly to staying informed on market shifts and trading methodologies.

Culinary Achievement

Barrio Brewing Co.
07.2017 - 01.2019
  • Catered and cooked for the traveling presidential party during their visit in Arizona.
  • Received personal compliments on the food from members of the party.

Education

Economics Major - Economics Major

Arizona State University
Tempe, AZ
07.2024

Finance/Accounting - Finance/Accounting & Economics

Maricopa Community Colleges, Chandler-Gilbert Community College
Chandler, AZ
07.2022

High School Diploma -

Basha High School
Chandler, AZ
07.2018

Skills

  • Quick to grasp and apply product knowledge to meet client needs
  • Client Acquisition
  • Event Coordination
  • Organization
  • Detail-oriented
  • Creating portfolios
  • Proficient in Microsoft Teams
  • Calendar management
  • Working independently
  • Cold-calling
  • Email outreach
  • Relationship building and management
  • Sales expertise

Certification

  • Securities Industry Essentials (SIE) Examination, 04/22, Present
  • Series 7: General Securities Representative Examination, 10/22, Present
  • Life and Health License, Arizona, 10/22, Present
  • Series 66: The Uniform Combined State Law Examination, 10/24, Present

Personal Information

Hobbies: Market and Trading: Trading was a significant hobby until I achieved my licenses. During that time, I enjoyed reading into what companies were up to and making predictions., Career Choice: I find the stock and bond markets fascinating and have been interested in understanding all aspects of open markets since childhood. This passion led me to major in Economics at ASU and pursuing my passion for breaking down financial concepts., Sporting Activities: Enjoy various sporting activities such as snowboarding, riding dirt bikes, wakeboarding, and recently, paddleboarding.

Timeline

Financial Advisor

Equitable
07.2022 - 01.2024

Equity Trader

Home
01.2018 - 07.2022

Culinary Achievement

Barrio Brewing Co.
07.2017 - 01.2019

Finance/Accounting - Finance/Accounting & Economics

Maricopa Community Colleges, Chandler-Gilbert Community College

High School Diploma -

Basha High School

Economics Major - Economics Major

Arizona State University

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Colton Illingworth