Katie Stroupe
Spartanburg,SC
Summary
Highly skilled and experienced Retirement Service Consultant with a proven track record of providing top-notch retirement planning services. Possesses a deep understanding of retirement products, services, and regulations. Exceptional communication and interpersonal skills, enabling effective collaboration with clients and team members. Adept at analyzing financial data, presenting complex information in a clear manner, and fostering long-lasting relationships with clients. Committed to delivering exceptional customer service and helping clients achieve their retirement objectives.
Overview
3
3
years of professional experience
Work History
Retirement Service Consultant
Ascensus
03.2022 - Current
- Provides personalized guidance to 76 clients on retirement plan options, testing strategies, and risk management solutions
- Manages client relationships and conducts regular account reviews to ensure ongoing satisfaction and success in meeting retirement goals and client satisfaction
- Collaborates with legal and financial advisors to provide comprehensive retirement planning services, including compliance monitoring and investment support
- Demonstrates exceptional communication and interpersonal skills to build rapport with clients and effectively explain complex concepts
- Collaborates with team leaders and management to address and implement feedback for continuous improvement with clients and across team
- Organizes and leads regular team meetings to foster open communication, goal setting, and accountability. Including bringing information from out Secure 2.0 team and RMD team.
Pre-School Teacher
St. Pauls Pre-School
12.2021 - 03.2022
- Developed strong and lasting relationships with parents and children
- Established basic literacy and math skills in students
- Fostered a warm and caring atmosphere in the classroom to ensure the children felt safe and loved at school
Education
Bachelors in Science - Human Development and Family Studies
Anderson University
Anderson, South Carolina12.2021
Skills
- Client Care
- Problem Solving
- Strong Communication
- Time Management
- Adaptability
- Retirement Education
- Teamwork and Team Management
- Project Management
- Empathy
- Analytical Research
- Strong Desire to Learn
Timeline
Retirement Service Consultant
Ascensus
03.2022 - Current
Pre-School Teacher
St. Pauls Pre-School
12.2021 - 03.2022
Bachelors in Science - Human Development and Family Studies
Anderson University
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