Keith Weaver
Jacksonville,FL
Summary
Proven Licensed Financial Advisor at Merrill Lynch, adept in property valuation and effective negotiation, significantly enhanced client portfolios. Known for goal-oriented strategies and a knack for sales, consistently built strong relationships, ensuring compliance and client satisfaction. Skillfully managed risk, achieving notable client trust and loyalty.
Overview
15
15
years of professional experience
Work History
Licensed Sales Agent
Select Quote Insurance Services
09.2020 - Current
- Enhanced company reputation through exceptional customer service and building strong relationships with clients.
- Played a key role in maintaining compliance with industry regulations, adhering to ethical standards and company policies at all times.
- Leveraged analytical skills to evaluate prospective clients'' risk profiles and match them with suitable insurance policies accordingly.
- Provided ongoing support to colleagues as needed, fostering a collaborative work environment focused on achieving shared goals.
Customer Service Agent
Aetna Insurance
02.2019 - 08.2020
- Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
- Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
Retail Automobile Salrs
Arlington Totota
02.2018 - 12.2018
- Expanded client base through targeted outreach efforts, including networking events, referrals, and digital marketing campaigns.
- Optimized inventory management to maximize profitability and ensure availability of in-demand vehicles for customers.
- Implemented effective sales strategies for consistent revenue growth in the competitive automotive market.
Licensed Financial Advisor
Merrill Lynch, Fenner & Smith
06.2010 - 09.2017
- Identified opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.
- Enhanced client service experience by proactively addressing concerns, resolving issues promptly, and providing regular updates on portfolio performance.
- Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
- Advised clients on tax-efficient strategies for their investments, resulting in optimized after-tax returns.
- Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
- Managed risk within client portfolios by carefully selecting appropriate investments and maintaining proper asset allocation.
- Conducted thorough due diligence on potential investments by analyzing company financials, industry trends, and economic factors.
- Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
- Achieved high client satisfaction by providing personalized financial advice and investment strategies.
Education
Associate of Arts - Fire Sciences
Lake Area Comm College
Eustis, FL08-1992
Skills
- Goal oriented
- Property valuation
- Sales strategies
- Effective negotiation
Timeline
Licensed Sales Agent
Select Quote Insurance Services
09.2020 - Current
Customer Service Agent
Aetna Insurance
02.2019 - 08.2020
Retail Automobile Salrs
Arlington Totota
02.2018 - 12.2018
Licensed Financial Advisor
Merrill Lynch, Fenner & Smith
06.2010 - 09.2017
Associate of Arts - Fire Sciences
Lake Area Comm College
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