Gordon Glenn
Associate
Montclair,NJ
Summary
Dedicated Associate with experience collaborating with clients, promptly identifying needs and recommending services to accomplish clients' goals. Strong communicator focused on delivering outstanding client care.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work History
Associate
Equitable Advisors
11.2023 - Current
- Prospected clients via cold calls, Client Relation Management source, canvasing, and attending networking events.
- Communicated with clients to uncover their financial wants, needs, and goals.
- Created Asset Maps and Target Maps to gather a snapshot of clients current financial state and provide an image of where they want to be, executed life insurance needs analysis.
- Discussed investment platforms to create client portfolios that are designed to withstand and perform in changing economic and financial environments.
- Worked along with back office compliance for every one of my client’s account updates as well as my teams.
Bartender
Barrel Mobile Bar
07.2021 - Current
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
Account Executive
Berkman Financial
06.2022 - 06.2023
- Prospected and qualified all potential client opportunities via cold calls, direct phone calls, email, and face-to-face pitches.
- Assisted clients with procuring funding support, expense reduction analysis, and financial road-mapping for their organization while collaborating with other internal services to ensure client needs and expectations were met.
- Found and generated my own lead sources by pitching business owners I know personally.
MERCHANDISER
Farias Surf & Sport
05.2020 - 08.2020
- Helped customers locate desired items and assisted with carrying heavy loads.
- Maximized potential for sales cycle success through effective promotion and product-display placement.
Education
Marketing -
St. Bonaventure University
Saint Bonaventure, NY 08.2018 - 01.2020
Public Relations
University of Delaware
Newark, DE 02.2020 - 12.2023
Skills
- NJ Life & Health Insurance
- Security Industry Essentials
- Series 7
Timeline
Associate
Equitable Advisors
11.2023 - Current
Account Executive
Berkman Financial
06.2022 - 06.2023
Bartender
Barrel Mobile Bar
07.2021 - Current
MERCHANDISER
Farias Surf & Sport
05.2020 - 08.2020
Public Relations
University of Delaware
02.2020 - 12.2023
Marketing -
St. Bonaventure University
08.2018 - 01.2020
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