Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

Grant Sorensen

St. Petersburg

Summary

Insightful Retirement Consultant known for high productivity and efficient task completion. Possess specialized skills in retirement planning, investment strategy formulation, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring clients receive personalized and effective retirement solutions.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Internal Retirement Consultant

Allianz Life Insurance Company
Minneapolis
01.2021 - 04.2025
  • Drove sales of life insurance and annuity products in Manhattan, generating over $150 million annually.
  • Achieved $150 Million+ Club recognition in 2023 and 2024 for top sales performance.
  • Partnered with over 400 financial advisors to deliver tailored solutions, earning Century Club status.
  • Leveraged CRPC expertise to enhance advisor adoption of Allianz retirement planning strategies.
  • Conducted virtual and in-person consultations, providing training and market insights for advisors.
  • Maintained 80% client retention rate through proactive relationship management and ongoing support.
  • Ensured compliance with FINRA, SEC, and state regulations while utilizing CRM tools for efficiency.

General Merchandise

Target
Medina
09.2020 - 10.2021
  • Organized and stocked shelves based on planograms to enhance product visibility.
  • Maintained cleanliness and safety standards within the shopping environment.
  • Assisted customers in locating products and addressing inquiries promptly.
  • Supported backroom inventory management and facilitated efficient shipment unloading.

Lawncare

CB Services
Maple Grove
05.2019 - 08.2019
  • Executed grounds maintenance through trimming, weeding, and thorough clean-up operations.
  • Upheld residential work sites with hedge and shrub trimming services.
  • Installed irrigation systems while enhancing residential sprinkler efficiency.

Education

Associate's in Arts Degree -

Palm Beach State College
Boca Raton, FL
05.2020

Santa Barbara City College
Santa Barbara, CA
05-2020

Economics

University of South Florida
Tampa, FL

Skills

  • Sales strategy
  • Retirement planning
  • Product training
  • Client engagement
  • Regulatory compliance
  • Customer relationship management

Certification

  • Securities Industry Essentials (SIE)
  • FINRA Series 6
  • FINRA Series 63
  • State Insurance License (MN, NY, NJ, FL)
  • Chartered Retirement Planning Counselor (CRPC)

Hobbies and Interests

Reading, Traveling, Sports, Exercise, Investing

Timeline

Internal Retirement Consultant

Allianz Life Insurance Company
01.2021 - 04.2025

General Merchandise

Target
09.2020 - 10.2021

Lawncare

CB Services
05.2019 - 08.2019

Associate's in Arts Degree -

Palm Beach State College

Santa Barbara City College

Economics

University of South Florida

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