Greg Callender
Hattiesburg,Mississippi
Summary
Dynamic professional with over a decade of sales experience in the financial industry now seeking to leverage remote sales skills with an industry leading team. Eager to apply abilities in client relations and service-oriented sales approach to meet and exceed production goals. Committed to perform at a high level to achieve lofty ambitions both business and personal.
Overview
19
19
years of professional experience
Work History
Financial Advisor/Membership Sales Consultant
Legacy Assurance Plan
06.2012 - Current
Educated clients on various financial matters and provided professional recommendations on investments. trust planning, insurance and retirement planning.
- Implemented long-term strategies centered around sound fiduciary standards.
- Presidents Club recipient 6 times, Top 20 in nation last 4 yrs.
- Collaborated with management to implement remote sales strategies and became virtual closing specialist.
Associate Financial Advisor
Morgan Keegan
09.2005 - 05.2012
- Expanded client base by generating referrals from Regions Bank branch managers and establishing bond between bank staff to get referrals.
- Exceeded quarterly production goals every year.
- Acquired and maintained Series 7 and 63 FINRA licenses.
Education
Bachelor of Arts - Psychology
University of Southern Mississippi
Hattiesburg, MSSkills
- Sales expertise
- Remote sales strategies
- CRM and Zoom proficient
- Negotiation
- Relationship building
- Team player
Timeline
Financial Advisor/Membership Sales Consultant
Legacy Assurance Plan
06.2012 - Current
Associate Financial Advisor
Morgan Keegan
09.2005 - 05.2012
Bachelor of Arts - Psychology
University of Southern Mississippi
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