Joseph Tummolo
Valley Stream,NY
Summary
Motivated Financial Consultant with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding current financial markets and products. Proven track record in building and keeping strong client relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Equitable Advisors
06.2022 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Apart of the number one annuity sales team for 2023
- Raised over 4.5M in Annuity business
- Continuously network with prospects to build client base
Assistant Store Manager/Sales Associate
PC Richard And Son
04.2016 - 06.2022
- Assisted store manager in overseeing daily sales operations.
- Successfully managed team of twenty sales associates, helping with improving sales performance and maintain excellent customer service.
- Engaged directly with customers to offer assistance and resolve service issues.
- Built strong client relationships by providing the right product for their needs.
- Consistently met sales quotas each month.
Education
Bachelor of Arts - Accounting & Information System
City University of New York Queens College
Queens, NY05.2020
Associate of Arts - Liberal Arts
Nassau Community College SUNY
Garden City12.2017
Skills
- Financial and Retirement Planning
- Wealth Management
- Client Rapport-Building
- Proficient in Microsoft Office
Certification
- Series 7 & Series 66 License
- Life Accident and Health License
Timeline
Financial Consultant
Equitable Advisors
06.2022 - Current
Assistant Store Manager/Sales Associate
PC Richard And Son
04.2016 - 06.2022
Bachelor of Arts - Accounting & Information System
City University of New York Queens College
Associate of Arts - Liberal Arts
Nassau Community College SUNY
Similar Profiles
Keanen EllisonKeanen Ellison
Financial Professional at Equitable AdvisorsFinancial Professional at Equitable Advisors
RYAN GAUMONDRYAN GAUMOND
Registered Sales Assistant at Equitable AdvisorsRegistered Sales Assistant at Equitable Advisors
Samuel LevineSamuel Levine
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors
Mauro ParraMauro Parra
Financial Advisor at Equitable AdvisorsFinancial Advisor at Equitable Advisors
Aracelis GonzalezAracelis Gonzalez
Director, Client Support at Warner Bros. DiscoveryDirector, Client Support at Warner Bros. Discovery