I am hard working, and goal oriented. I take pride in my work and accomplishments, ever striving for success in all my endeavors. I hope to prove my worth everyday and do not take life or time for granted.
Overview
7
7
years of professional experience
Work History
Group Account Manager
Mutual Of America
07.2017 - 01.2021
Negotiated contracts with clients, securing favorable terms and conditions for both parties.
Worked effectively with senior-level clients such as executives to build trusting and long-lasting relationships with key accounts.
Led team meetings focused on goal-setting, progress review, and constructive feedback sessions to drive overall performance improvement.
Evaluated campaign effectiveness using various metrics such ROI.
Provided exceptional customer service by promptly resolving issues and proactively anticipating client needs.
Mentored junior account managers, fostering a culture of continuous learning and professional development.
Created effective, strategically-sound and innovative marketing communications plans.
Developed strategic plans to achieve short- and long-term revenue objectives.
Pursued every opportunity to increase account revenue and diversify group revenue streams by continuously analyzing data and capitalizing on emerging trends.
Enhanced client satisfaction by effectively managing multiple accounts and addressing their unique needs.
Financial Advisor
Prudential Financial
04.2014 - 07.2017
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Education
Bachelor Of Business Science - Business Administration And Management
Arcadia University
Glenside, PA
05.2015
Skills
Performance Analysis
Financial Acumen
Verbal and written communication
Data-driven decision-making
Product and service knowledge
Relationship Management
Account Servicing
Teamwork and Collaboration
Time Management
Attention to Detail
Multitasking
Critical Thinking
Organizational Skills
Timeline
Group Account Manager
Mutual Of America
07.2017 - 01.2021
Financial Advisor
Prudential Financial
04.2014 - 07.2017
Bachelor Of Business Science - Business Administration And Management
Arcadia University
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