Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Janetta Guinn

Financial Planning Advisor
Charlotte,NC

Summary

Results-driven professional with a strong background in strategic leadership, client relationship management, and operational efficiency, seeking to transition into the financial services industry as a Financial Advisor. Equipped with a proven ability to assess complex financial situations, develop tailored solutions, and provide data-driven recommendations to support clients' financial goals. Possesses a deep understanding of financial markets, investment strategies, and risk management, with a commitment to delivering exceptional advisory services that prioritize long-term financial security and growth for clients.

Overview

10
10
years of professional experience
2
2
years of post-secondary education
2
2
Certifications

Work History

Client Support Binder Specialist

AmWINS
Charlotte, NC
03.2021 - Current

Manage Binder Requests and Workflow: Successfully processed and managed over 100 binder requests per month through workflow system, ensuring 100% compliance with documented processes and reducing processing time by 15%, resulting in improved operational efficiency and timely delivery of policies.

Conduct Research and Information Gathering: Perform thorough research to identify any missing or additional information required to complete the binding process, proactively communicating with stakeholders to ensure all necessary data is obtained and processed efficiently.

Data Entry and Documentation Management: Accurately input and manage binder information within designated systems, ensuring all policy documents are complete and compliant with underwriting guidelines, contributing to streamlined operations and reduced processing errors.

Collaborate with Stakeholders: Maintain clear and effective communication via email with internal and external stakeholders, including the Underwriting team, retail agents, and carriers, ensuring smooth coordination and resolution of any issues during the binding process.

Administrative Processor

ADT Security
Charlotte, NC
01.2018 - 03.2021

Onboarding and setting up new employees: Facilitate the comprehensive onboarding process for new hires, ensuring seamless integration into organizational systems, and adherence to company protocols.

Process invoices and send them to accounts payable for payment. Manage the accurate processing of invoices, coordinating with Accounts Payable to ensure timely payment and adherence to financial procedures.

Administer fleet and safety programs: Oversee fleet management and safety initiatives, ensuring compliance with regulatory requirements and optimizing operational efficiency.

Update customer accounts: Managed and updated over 1,000 customer accounts with 97% data accuracy, ensuring seamless operations and contributing to a 30% reduction in account discrepancies.

Benefits Enrollment Specialist

Insight Global
Charlotte, NC
02.2015 - 06.2018

Administer Benefits Enrollment Processes: Managed the full lifecycle of benefits enrollment for a diverse employee base, ensuring accurate and timely processing of health, retirement, and insurance plans in compliance with company policies and regulatory standards.

Provide Employee Support and Guidance: Advised employees on available benefit options, including health plans, 401(k) contributions, and life insurance, delivering tailored recommendations and ensuring a 95% satisfaction rate during the annual enrollment period.

Collaborate with HR and Vendors: Partnered with HR teams and external benefits providers to ensure seamless implementation of benefits programs, resolving discrepancies, and addressing complex employee inquiries within 24-48 hours.

Maintain Compliance and Reporting: Ensured compliance with federal and state benefits regulations (e.g., ACA, COBRA), producing detailed reports and audits to maintain data integrity, reduce errors, and mitigate risk for the organization.

Education

Certified Financial Planning

Florida State University
Tallahassee, FL
09.2022 - 05.2024

Skills

Financial Software: Bloomberg, Morningstar, Salesforce, eMoney Advisor, Redtail

Office Suite: Excel, PowerPoint, Word

Portfolio Management Systems: Envestnet, Morningstar Direct, Addepar, Black diamond (SS&C Technologies)

Financial Planning & Analysis

Client Relationship Management

Regulatory Compliance & Risk Management

Investment Strategy & Portfolio Management

Affiliations

Financial Planning Association (FPA)

National Association of Personal Financial Advisors (NAPFA)

Estate Planning Council (Local Chapter)

Toastmasters

Certification

Series 6 & 63 (FINRA)

Certified Financial Planning Certificate

Timeline

Certified Financial Planning

Florida State University
09.2022 - 05.2024

Client Support Binder Specialist

AmWINS
03.2021 - Current

Administrative Processor

ADT Security
01.2018 - 03.2021

Benefits Enrollment Specialist

Insight Global
02.2015 - 06.2018
Janetta GuinnFinancial Planning Advisor