James Sullivan
Boston,MA
Summary
Results-oriented Annuity Financial Advisor with 5 years of experience in providing comprehensive financial planning and investment strategies. Successfully generated over $10 million in production by delivering tailored annuity solutions to clients. Expert in building long-lasting relationships, educating clients on retirement planning, and navigating complex financial landscapes. Proven track record of achieving sales goals while maintaining high standards of client service and satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Professional
Mass Wealth Management
Hingham, MA
10.2023 - Current
- Developed customized financial plans that align clients' short-term and long-term financial goals.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Managed client portfolios and provided market updates.
- Educated clients on annuity products, investment strategies, and retirement planning, enhancing their understanding and confidence in financial decisions.
- Achieved over $10 million in production through strategic client acquisition and retention, focusing on personalized annuity solutions for individual and institutional clients.
Operations Manager
Lowrey Financial Group
Hingham , MA
10.2019 - 10.2023
- Lead and manage day-to-day operations for a financial advisory practice serving over 300 clients, ensuring seamless workflow and high-quality service delivery
- Streamlined client onboarding processes, reducing time-to-service by 40%, enhancing client satisfaction, and retention.
- Collaborated with financial advisors to analyze client needs and provide tailored solutions, resulting in a 150% increase in client production.
Education
Bachelor of Science - Finance
Roger Williams University
Bristol, RI05-2019
Skills
- Retirement planning
- Insurance knowledge
- Account Performance Reviews
- Customer Relationship Management
- Investment strategies
- Presentation and Communication Skills
- Annuity Products and Solutions
Certification
- Life and Annuity Insurance License (MA, NH, WI, CT, IL)
Timeline
Financial Services Professional
Mass Wealth Management
10.2023 - Current
Operations Manager
Lowrey Financial Group
10.2019 - 10.2023
Bachelor of Science - Finance
Roger Williams University