Joseph Ackfeld
Fenton,MO
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Synergy Wealth Solutions
06.2023 - Current
- Worked with clients to develop financial strategies and solutions through evaluation of finances.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Built and established relationships with clientele to improve future business opportunities.
- Developed and maintained database of financial records for clients.
- Conducted financial modeling and analysis to identify and assess risks.
Construction Worker
Pioneer Paving & Sealing
06.2017 - 08.2022
- Brought materials and tools from trucks and storage facilities to work site locations and organized for expected needs.
- Coordinated with other personnel to complete jobs on time and within specifications.
- Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
Education
BBA - Business Analytics
Missouri State University
Springfield, MO05-2023
High School Diploma -
St. John Vianney
Kirkwood, MO05-2019
Skills
- Financial services
- Technical solution analysis
- Relationship management
- Retirement planning
- Life insurance
- Customer relationship building
- Account documentation
Affiliations
- Young Professionals of St. Louis
- Missouri State St. Louis Alumni Chapter
- Financial Independence & Retire Early
Certification
- Securities Industry Essentials (SIE)
- Certification for Long-Term Care (LTCI)
- Insurance Agent, Accident, Health, Variable Life & Variable Annuities (DCI)
- Recommending Annuities Under the NAIC Best Interest Standard (RegEd)
Timeline
Financial Services Representative
Synergy Wealth Solutions
06.2023 - Current
Construction Worker
Pioneer Paving & Sealing
06.2017 - 08.2022
- Securities Industry Essentials (SIE)
- Certification for Long-Term Care (LTCI)
- Insurance Agent, Accident, Health, Variable Life & Variable Annuities (DCI)
- Recommending Annuities Under the NAIC Best Interest Standard (RegEd)
BBA - Business Analytics
Missouri State University
High School Diploma -
St. John Vianney
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