Known Professional Consultant - Experienced team player - Adaptable for setting the melody for forward movement - Expert on tracking activity - Professional on the phone for setting appointments - Solid experience in closing business strong - Highly effective at working with clients of all levels and backgrounds - Adapt well to different personality types - Effective at asking questions for getting to the bottom line - Proven track record at helping clients assess opportunity cost and making informed decisions they feel good about - Solid communication and organizational skills - I value the freedom to choose my attitude in any given circumstance - Solid learner - Able to embrace the process of staying humble in order to continue to think objectively, make an impact and grow
• Duty to educate (homeschool), coach, and set the melody for effective communication and good reasoning
• Navigating through heavy events from 2017 to current
• Creating a well-oiled system for harmony
• READY TO SHIFT GEARS
Trained agents, daily tracking, prepared group meetings, speaker at company quarterly events, personally built over a hundred client relationships, consistently successful at providing quality presentations, created customized retirement solutions (from leading questions and needs analysis) - Qualified as Top Agent for closing business: getting to the bottom line of what clients want efficiently, collecting + clarifying client orders with great care for solid delivery on follow up
Drawing in personally 100+ clients, performed client presentations to collecting data and applying comprehensive needs analysis, build customized financial plans in collaboration with branch manager, work closely with processing department to ensure compliance
Fully responsible for keeping the shop open, exercising professional customer care, keeping the energy welcoming and safe. In charge of sales from asking questions to finalizing purchases among a crew of three representatives.
A multitude of awards including a plaque for "#1 Producer"
Ethan has successfully closed/sustained business through many of the most prominent financial firms in the world. Successfully closed business through Broker Dealer “World Group Securities” (member of the Aegon Group) providing clients active management through Morningstar’s active management team. In a non-captive position as a financial consultant I learned to enjoy: Helping clients assess opportunity cost while leading them to making informed decisions they feel good about. Developing keen ability on getting to the bottom line of what clients want “QUICKLY and professionally” Effectively receiving orders through probing potential clients and turning those orders into closing business strong.
Over 20 years of professional experience