Summary
Overview
Work History
Education
Skills
Certification
References
Awards
Affiliations
Timeline
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JENNIFER GEORGE-SMITH

Rockwall,TX

Summary

Dynamic financial consultant with a proven track record at American National Bank of Texas, excelling in relationship building and financial literacy education. Managed $85M in assets, improving client comprehension of complex financial strategies for retirement and estate planning. Delivered advisory services that generated recurring income and effectively utilized insurance products. Achieved significant client satisfaction through tailored financial solutions.Adept at data analysis and strategic planning, fostering strong client relationships and driving revenue growth.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Educational Substitute

ESS
Terrell, USA
02.2023 - 05.2025
  • Successfully implemented strategies that fostered an atmosphere conducive to learning.
  • Promoted positive student-teacher relationships through open dialogue and trust building exercises.

Vice President-Senior Financial Consultant

American National Bank of Texas-Ameriprise Financial
Terrell, USA
09.1999 - 06.2023
  • Guided clients through retirement and financial planning, simplifying complex financial concepts and investment options for enhanced understanding, focusing on retirement.
  • Demonstrated strong ethical leadership and upheld high standards of conduct and professionalism.
  • Create rapport within branch personnel to build referral system.
  • Advise clients on investment opportunities, managing portfolios, and making recommendations based on market conditions and client objectives.
  • Built a book AUM of $85M and converted 20% to advisory services, while having less than 1% attrition.
  • Consistently increased sales and revenue for bank annually while adhering to high level of compliance standards.
  • Provided ongoing support and education to clients, building strong relationships.

Branch Manager/Regional Investment Advisor

First State Bank
Terrell, USA
03.1996 - 08.1999
  • Coached team to successfully provide solutions and advice to improve client financial well-being.
  • Apprised executive management of branch activities.
  • Implemented corporate culture through reinforcement of quality service and teamwork.

Education

Business

OCCC
OKC, OK
08-1989

Skills

  • Financial Literacy Education
  • Relationship Building and Management
  • Data Analysis
  • Presentation and Communication Skills
  • Problem Solving and Strategic Planning
  • Financial Planning; Life Ins, Estate Planning, and other Financial Strategies
  • CRM: Redtail, SalesForce
  • Microsoft Office

Certification

  • FINRA Series 6, 7, 63, 65
  • Group 1 Life/Health
  • CRPC-Certified Retirement Plan Specialist

References

References available upon request

Awards

Five Star Wealth Manager Award for 10 years

Affiliations

  • Chamber of Commerce
  • Lions Club VP, President, Lion of the Year 2012

Timeline

Educational Substitute

ESS
02.2023 - 05.2025

Vice President-Senior Financial Consultant

American National Bank of Texas-Ameriprise Financial
09.1999 - 06.2023

Branch Manager/Regional Investment Advisor

First State Bank
03.1996 - 08.1999

Business

OCCC

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