Leads and models expectations to ensure optimal efficiency
Implemented, reviewed, and modified firm procedures
Ensured firm operations met all goals and objectives
Created and identified best practices for firm
Senior Financial Consultant
NEW YORK LIFE INSURANCE CO.
Deerfield, Illinois
11.2016 - 10.2019
Developed extensive sales experience in various financial investment products including life insurance, asset wealth management, retirement and equities brokerage
Directly supervised, taught and presented best investment and business practices to sales agents
Participated in new product strategies, market calls, group study sessions and conferences to increase financial education and knowledge of market conditions and volatility
Ranked number one in 2017 class of agents for sales production
Financial Consultant & Vice President
EQUITABLE ADVISORS, LLC
Chicago, Illinois
07.2002 - 10.2016
Gained broad sales experience in insurance products, retirement, and estate planning techniques
Built financial asset management and investment practice consisting of over 1,000 client accounts
Generated business opportunities using telephone and correspondence; utilized modern portfolio theories to maximize client investment returns and meet financial objectives
Hired and managed new financial advisors, taught best sales practices such as phone reluctance, product positioning, risk tolerance and joint work opportunities
Achieved awards for superior sales production and Silverman district performance