Justin VanWyk
Relationship Manager
St. Clair Shores,MI
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support while maintaining an eye for company profitability through plan design and product additions. Outgoing and ambitious professional with 10 years experience in Financial Services.
Overview
15
15
years of professional experience
4
4
Certifications
Work History
Relationship Manager - Account Executive
Lincoln Financial Group
Detroit, MI
06.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and pitched product recommendations based on need.
- Quickly became a SME for a manufactured portfolios and guaranteed income products offerings from Lincoln and Morningstar.
- Achieved 120% to goal on my profitable actions that improved plan profitability in my first full year with the company.
Group Account Representative
Mutual of America Financial Group
Southfield, MI
09.2018 - 05.2023
- Sold bundled retirement plan services to small and mid-sized companies and nonprofit organizations as a trusted advisor through consultative selling.
- Developed new business opportunities for takeovers and start up plans by creating relationships with executive leadership
- Managed client relationships by ensuring all aspects of their retirement plan were running smoothly.
Registered Representative
Equitable (AXA) Financial Group
08.2015 - 08.2018
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Helped to develop holistic financial plans that encompassed their entire financial picture
- Sold from Crump Network, LPL, and AXA Equitable proprietary products
- Participated in the Leadership Development Program.
High School Math Teacher
Ben Davis High School
07.2010 - 08.2015
- Taught Algebra I & Algebra II
- Taught mathematical skills and principles to high school students using real-world, application-based examples to maximize learning opportunities.
- Algebra II Course Group Leader - ensured all Algebra II teachers remained on track with the curriculum and created and modified assessments to measure student's progress.
Education
Bachelor of Science - Physics & Math Education
Taylor University
Upland, IN05.2010
Skills
Quick Learner
Technologically Savvy
Analytical problem solver
Coaching and mentoring
Solution selling
Team leadership and collaboration
Relationship cultivation and retention
Certification
FINRA Series 7
Timeline
Relationship Manager - Account Executive
Lincoln Financial Group
06.2023 - Current
Group Account Representative
Mutual of America Financial Group
09.2018 - 05.2023
Registered Representative
Equitable (AXA) Financial Group
08.2015 - 08.2018
High School Math Teacher
Ben Davis High School
07.2010 - 08.2015
Bachelor of Science - Physics & Math Education
Taylor University
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