Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Eric Tallon

Monterey,CA

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Investment Solutions Representative

Fidelity
08.2022 - Current
  • Communicate with clients about investment needs by breaking down goals into measurable objectives.
  • Develop strong client relationships through FRM model, which addresses concerns, and influences decisions.
  • Present wholistic financial plans using PGC software and educating clients on results.
  • Compile and analyze data to determine approaches to improve sales, performance, and client retention.
  • Present managed investment solutions based on clients unique financial profile.
  • Continued direct contact with clients to set review appointments and strengthen relationships.

Financial Consultant

Merrill Lynch
04.2005 - 06.2017
  • Educated clients on ongoing basis regarding asset allocation.
  • Conducted annual reviews of client's profiles to ensure suitable portfolio allocations.
  • Probed uncovered, and incorporated all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities .
  • Daily outbound calls with new clients to set appointments, solidify relationships, and outline the service model.
  • Engaged with clients using retirement planning, family conversations, portfolio guidance, and numerous other financial products and services.
  • Steadfast commitment to client's which resulted in lasting relationships. Personally worked with clients to help achieve their dreams-whether it be saving for college, retirement, vacation, or any goal they were looking to achieve.

Education

Bachelor of Arts - Economics

California State University - Chico
Chico, CA
05.1999

Skills

  • Excellent verbal and communication
  • Effective in influencing others
  • Excel at working independently in large corporations
  • Self starter, problem solver, and excellent organization
  • Expert in Financial planning, and managed product solutions
  • Strong technology skills and learning new programs

Certification

FINRA: Series 7 and Series 66 / Life and Health Insurance License in California

Timeline

Investment Solutions Representative

Fidelity
08.2022 - Current

Financial Consultant

Merrill Lynch
04.2005 - 06.2017

Bachelor of Arts - Economics

California State University - Chico

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Eric Tallon