Hi, I’m
JANAE LOVE
Parker,CO
Summary
Results-driven, team player, with over 14 years of experience in Financial Services. Organized and methodical with articulate communication style and a personable nature.
Overview
14
years of professional experience
Work History
Fidelity Investments
Investment Management Consultant II
09.2020 - Current
Job overview
- Builds deep relationships with managed account clients in order to uncover drivers and needs
- Conducts over 25 client meetings weekly to provide meaningful guidance and appropriate asset allocation recommendations
- Engages clients in retirement planning
- Efficiently manages and resolves risk items to protect clients and the firm
- Effectively manages book of 1100 households through strong organization and effective use of salesforce tracking
- Top performer for client engagement and completed reviews
Fidelity Investments
Investment Management Consultant I
11.2018 - 08.2020
Job overview
- Successfully completed over 30 annual reviews with clients each week while focusing on client experience and asset consolidation
- Consistent team leader for qualified financial planning leads, regularly uncovering consolidation opportunities exceeding $700,000/week
- Earned excellent marks and commentary from client experience surveys
Fidelity Investments
Relationship Manager
02.2018 - 10.2018
Job overview
- Increased branch growth by prospecting unengaged clients and engaging them in the financial planning process
- Consistent team leader for activity and client consultations
National Planning Holdings
New Business Development Consultant
12.2015 - 11.2017
Job overview
- 2016 New Business Development Consultant of the Year
- Responsible for identifying top advisors and influencing them to join our broker-dealer network
- Helped develop broad strategy for recruiting and implemented standards for prospecting, marketing, and pipeline reporting
- Generated over 230 qualified leads, consistently ranking in top third of the recruiting team
- Completed two Request for Proposals (RFP) for large prospects
- Navigated complex sales process to close multiple advisors for home office visits at the broker-dealer headquarters
- Consistent team leader for call stats and internal competitions
Jackson National
Hybrid Wholesaler, Variable Annuities
08.2010 - 12.2015
Job overview
- Built long-lasting relationships with top advisors
- Consistently exceeded multi-million dollar sales goals.
- Consistent leader for internal presentation competitions
- Elected to Sales Desk Leadership Team in January 2015
- Consistent team leader for activity
- Internal Wholesaler of the Quarter, Q2 2012 and Q3 2015
- Closed numerous cases over the phone and through in-person meetings
- Represented the firm at multiple national conferences
- Trained new hires in territory management, time management, product, call structure, prospecting, and reporting
- Completed 50+ proactive sales calls per day
- Frequently hosted Web-Ex meetings to train current and prospective advisors on products and investments
Jackson National
Internal Wholesaler, Fixed Annuities
01.2009 - 01.2010
Job overview
- Built strong relationships with top producers while prospecting for new advisors
- Helped increase sales 55 percent from 2009 to 2010
Education
University Of KansasLawrence, KS
Bachelor of Arts from Political Science
2008
Skills
- Territory and pipeline management
- Investment and financial planning skills
- Prospecting and relationship building
- Series 7 and 66 licenses
- Strong written and verbal communication
- Effective presentation skills
- Detail-oriented
- Ability to multi-task in fast-paced environments
- Not afraid to close
Timeline
Investment Management Consultant II
Fidelity Investments
09.2020 - Current
Investment Management Consultant I
Fidelity Investments
11.2018 - 08.2020
Relationship Manager
Fidelity Investments
02.2018 - 10.2018
New Business Development Consultant
National Planning Holdings
12.2015 - 11.2017
Hybrid Wholesaler, Variable Annuities
Jackson National
08.2010 - 12.2015
Internal Wholesaler, Fixed Annuities
Jackson National
01.2009 - 01.2010
University Of Kansas
Bachelor of Arts from Political Science