Summary
Overview
Work History
Education
Skills
Licenses & Certifications
Timeline
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Joseph Edmonds

San Diego,CA

Summary

Growth-focused and results-driven professional with demonstrated expertise in improving sales processes, managing high-value accounts, and fostering long-term client relationships. Personable advisor committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

4
4
years of professional experience

Work History

Financial Advisor

Northwestern Mutual
09.2024 - Current
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with budgeting and cash flow management.
  • Helped clients make informed decisions about financial future.

Account Executive

Insight Enterprises
09.2021 - 06.2024
  • Boost sales by building and managing book of business as well as entire sales cycle from initial contact to successful closure
  • Enhance client satisfaction and retention by acting as trusted advisor to clients, offering personalized guidance, and tailoring IT solutions to address their current and future needs
  • Accelerate customer base by developing and maintaining client relationships within designated territory
  • Maximized business profitability by surpassing quota throughout entirety of professional career
  • Consistently exceeded quota by up to 800% through management of high-profile account with higher credit line

Education

Bachelor's degree - Business Administration

California Polytechnic State University
San Luis Obispo, CA
06-2021

Skills

  • Sales Growth & Analysis
  • Account Management
  • Lead generation
  • Pipeline Generation
  • Business Development
  • Customer Satisfaction & Retention
  • Team Collaboration & Leadership
  • Inside/Outside Sales
  • Relationship Building
  • Mutual funds understanding
  • Increasing savings
  • Developing financial plans
  • Sales follow-up
  • Investment planning
  • Retirement planning
  • Managing wealth
  • Tax planning strategies
  • Risk assessment

Licenses & Certifications

Series 6 (Investment Company and Variable Contracts Products)-FINRA (Financial Industry Regulatory Authority)

SIE (Securities Industry Essentials) - FINRA

Series 63 (Uniform Securities Agent State Law)- NASAA (North American Securities Administrators Association)

Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity-California Department of Insurance

Timeline

Financial Advisor

Northwestern Mutual
09.2024 - Current

Account Executive

Insight Enterprises
09.2021 - 06.2024

Bachelor's degree - Business Administration

California Polytechnic State University