Ken Wilson

• Developed strategic partnerships with clients to enhance business opportunities.
• Conducted market research to identify new trends and customer needs.
• Collaborated with cross-functional teams to create tailored solutions for clients.
• Managed client relationships through effective communication and follow-ups.
• Analyzed competitor strategies to inform business development tactics and approaches.

• Developed and implemented marketing strategies to attract new clients.
• Oversaw staff training and performance evaluations to enhance service quality.
• Facilitated claims processing and customer support for policyholders.
• Ensured compliance with industry regulations and company policies.
• Participated in networking events within the industry gaining valuable contacts that helped grow the business.
• Consulted with clients to assess and meet short- and long-term goals.
• Maintained accurate records of all financial transactions related to the agency.

Met with clients to design garments, conduct fittings, and deliver finished product.

• Handled all marketing events including phone, email, and mailings
• Negotiated packages with larger purchasing clients

• Guided clients in developing personalized financial plans based on needs.
• Analyzed investment opportunities to optimize client portfolios effectively.
• Educated clients on financial products and services available through Thrivent.
• Conducted regular reviews to assess and adjust clients' financial goals and performance.
• Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
• Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
• Consulted with clients to assess and meet short- and long-term financial goal.
• Provided advice on tax-advantaged investment opportunities.

• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Promoted business to increase customer base and grow revenue.
• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
• Developed and expanded financial planning relationships with customers through loyal and dedicated service.
• Identified new business opportunities through networking events or referrals from existing clients.
• Facilitated estate planning and wealth transfer strategies to meet clients' legacy and philanthropic goals.
• Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.