Justin Welch
Lakeville,MN
Summary
Dedicated retirement consultant with expertise in retirement planning, client education, and conflict resolution. Committed to fostering strong client relationships and enhancing service delivery through streamlined processes.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Retirement Consultant
Allianz Life Insurance Company of North America
Minneapolis, Minnesota
02.2018 - 08.2024
- Facilitated educational seminars on retirement savings and investment options.
- Collaborated with agents to develop customized retirement plans for clients.
- Reviewed regulatory compliance documents related to retirement services and products.
- Streamlined processes for processing client applications and service requests efficiently.
- Mentored junior consultants in best practices for client engagement and consultation techniques.
- Assessed retirement plans and identified opportunities for improvement.
- Supported financial advisors Reps with 1 million dollars in sales on an A-List priority line to serve our best agents.
Customer Service Representative
Allianz Life Insurance Company of North America
Minneapolis, Minnesota
04.2013 - 04.2018
- Assisted customers with policy inquiries and claims processing.
- Resolved customer issues through effective communication and problem-solving skills.
- Collaborated with team members to improve service delivery processes.
- Educated clients on insurance products and coverage options available.
- Handled escalated complaints with professionalism and empathy toward customers.
Mailroom
Allianz Life Insurance Company of North America
, mn
02.2005 - 04.2008
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Bachelor of Arts - Business And Economics
Metropolitan State University
Saint Paul, MN08-2013
Skills
- Retirement planning
- Retirement savings plans
- Retirement transition support
- Withdrawal rate calculation
- Income replacement ratio
- Estate planning proficiency
- Trust administration expertise
- Investment strategies
- Annuity analysis
- Legacy planning techniques
- Process improvement
- Risk assessment
- Recommend financial products
- Client education
- Continuing education commitment
- Conflict resolution
- Retirement lifestyle planning
Certification
- Series 6 series 6,3 MN life and health, SIE
Work Preference
Location Preference
RemoteSalary Range
$0/hr - $25/hrTimeline
Retirement Consultant
Allianz Life Insurance Company of North America
02.2018 - 08.2024
Customer Service Representative
Allianz Life Insurance Company of North America
04.2013 - 04.2018
Mailroom
Allianz Life Insurance Company of North America
02.2005 - 04.2008
Bachelor of Arts - Business And Economics
Metropolitan State University