Devoy House

• Promoted a positive work environment by actively participating in team meetings and sharing best practices with colleagues.
• Created and Provided Fee estimate Quotes and comparison between our company and other for our Retirement Plan Counselor before meetings to ensure accuracy and success
• Identified areas for improvement in existing retirement plans, proposing modifications that resulted in better long-term outcomes for participants.
• Made Direct Change to plan recommendation by analyzing share class/Solutions and figuring out what would be in the best interest of our client
• Was able to Pass and in get Certified in The SIE, Series 7 and Series 66 exams by Finra Testing

• Boosted sales productivity by streamlining sales support processes and implementing new tools.
• Increased account retention by proactively identifying areas for improvement and recommending effective strategies.
• Created and Controlled Multiple Company Virtual and In person Conferences for My specific Retirement Plan Counselor to get our funds out to a wider audience and help connect with our bushiness partners.
• Provided comprehensive training for new hires on company policies, procedures, and software systems to ensure seamless integration within the team As I left and moved on to a new position.
• Coordinated Meetings between my Retirement Plan Counselor and Internal Retirement Plan Counselor with Clients in all of the South Region to get it us front of potential clients and TPAs

• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Anticipated responses and prepared clear and articulate answers.
• Facilitated communication and collaboration between departments to help business function smoothly.
• While working in this Role I also worked as a Walk - In associate who was trusted to talk to advisors Face to face if they ever came into the office in person to talk about funds or give paperwork.

I worked 3 years at Conduit Global where I worked as a web and tech resolution specialist and my job was to take on the more difficult and escalated calls for issues that where not yet resolved for Verizon. This gave me a clearer view on how to take on escalated situations and find remedies to appease the client.