Justin Logan

• Receive inbound calls from 401k participants to educate them on planning benefits.
• Provide consultative approach to uncover needs from participants that were unstated.
• Perform outbound dials to schedule appointments and discover planning opportunities.
• Manage my business with follow up appointments and organizing outbound calls.
• Specialize in CEI (Customer Engagement Interaction) and defect rate with transactions.

• Offered solutions to existing and prospective clients for their investing goals.
• Provided investing advice and guidance-based questionnaires completed by clients.
• Transitioned service calls into sales calls to meet key performance indicators.
• Ensured consultative approach on each call that could turn into planning conversation.
• Defined customer needs and cultivating relationships while educating client on solutions.

• Met with clients face-to-face to discuss updates, investment changes, and financial needs.

• Enrolled clients into managed account offers that best suit their current financial situation.

• Established connections with existing clients and prospective clients to build rapport and trust.

• Managed book of established set of 250 clients to determine needs and manage relationships.

• Excelled in resourcefulness due to company merger and work location obstacles.

• Received 20-25 inbound calls from clients to address their service, cashiering, and investing needs.
• Uncovered investing needs and convert service to sales conversations while providing guidance.
• Provided consultative approach for clients to act in their best interest with their accounts.
• Understand general planning concepts used in financial planning to educate clients.
• Performed outbound calls to set expectations for their accounts and planning needs.

• Interacted with existing clients over multiple channels including chat, email, or phone.
• Executed cashiering functions with accuracy and due diligence to avoid errors.
• Kept current with market trends, global news, and financial topics to educate clients.
• Gained knowledge in multiple topics, while using resources to reach out to other specialists.
• Received awards and acknowledgement for professionalism in email and chat communication.