JULIANA A. AKOR
Summary
Organized and results-driven professional with experience in sales and coaching associates to deliver leading outcomes and experiences to customers. Proven track record of facilitation, presentation, and resolving escalated issues. Record of collaboration among peers and interpersonal skills to build relationship capital to motivate associates and drive stellar results. My goal is to be an extremely valuable resource for advisors by helping them understand Fidelity’s value proposition, increase engagement with customers, and participation rate while delivering exceptional results.
Overview
5
5
years of professional experience
Work History
Help Desk, Workplace Planning & Advice
Fidelity Investments
09.2022 - Current
- Coached associates to FRM, planning tools, and planning concepts such as EPG, WILMA and POI.
- Utilized comprehensive knowledge of 401k plans and financial solutions to provide guidance to associates ensuring tailored client recommendations.
- Cultivated a top-performing team through effective coaching and motivation, resulting in promotion to FC1-AAP program, IMC, and planning consultant roles.
- Ran monthly performance review for team of 10-15 401k advisors applying situational leadership and root cause coaching to identify opportunities.
- Assisted in recruiting and hiring into WPA from client services and other internal business units.
- Assisted with developing onboarding plans, facilitating training and speed to proficiency for new hires.
- Fostered collaboration with peers locally and nationally, actively engaging in knowledge sharing, best practices, and fostering a culture of success.
- Led through multiple functional initiatives and changes while providing feedback to key decision makers.
Workplace Planning Consultant
Fidelity Investments
09.2020 - 08.2022
- Engaged 15-20 401k participants in planning conversations to understand their retirement goals, vision, and investment strategy using the Fidelity Relationship Model.
- Provided distribution advice, investment recommendations and reviewed Monte Carlo retirement projections.
- Proactively reached out to 401k participants to engage in retirement planning conversations.
- Identified opportunities for financial consultants to support clients with complex and holistic planning needs.
- Practiced book management to coordinate appointments, worked opportunities, and reengaged clients in planning
Customer Success Specialist
JFCS Pittsburgh
04.2019 - 09.2020
- Scheduled and conducted sales webinars that educated potential customers of the benefits and uses of PFMIpro.
- Developed new business by cold calling and networking with prospects at various conferences, workshops, and seminars.
- Provided training in using PFMIpro to new customers and ongoing support to new users.
- Increased customer satisfaction and repeat business through relentless pursuit of resolutions to problems.
- Consulted with product development team to enhance product (PFMIpro) based on customer data.
- Led training and onboarding process for new customers.
- Recommended changes, improvements, or deletions in products (PFMIpro) according to customer feedback to development team.
Education
Master of Public Administration -
University of Akron
Akron, OhioBachelor of Educational Management -
Lead City University
Ibadan, NigeriaLicenses -
Series 7, 66, 9, & 10
Skills
- Organization
- Communication
- Problem-Solving
- Motivating Others
- Time management
- Sales/Consultation
- PGC, IDEA, IS, Tableau, FRM
- Salesforce/Coaching App 20
Timeline
Help Desk, Workplace Planning & Advice
Fidelity Investments
09.2022 - Current
Workplace Planning Consultant
Fidelity Investments
09.2020 - 08.2022
Customer Success Specialist
JFCS Pittsburgh
04.2019 - 09.2020
Master of Public Administration -
University of Akron
Bachelor of Educational Management -
Lead City University
Licenses -
Series 7, 66, 9, & 10