Kenneth MacPherson
Nixa,Missouri
Summary
Proven track record in financial advisory and customer service excellence, exemplified by awards such as the Ted Jones Prospecting Award and recognition in the President's Council. At Merrill Lynch, increased client retention through personalized communication and strategic investment advice. Expert in building client relationships and adept in market research, blending hard analytical skills with soft interpersonal abilities to exceed sales targets and client expectations.
Overview
23
23
years of professional experience
Work History
Assistant Activities Director
The Gardens
Springfield, MO
12.2023 - Current
Personal Trainer
Self Employed Web
Springfield, MO
01.2021 - 12.2023
- Educated clients on proper exercise techniques, reducing risk of injury during workouts.
- Motivated clients to stay on track with fitness goals with positive and friendly approach.
- Trained clients during strength training, cardio vascular exercise, and stretching.
- Assisted clients with personal fitness goals through realistic objectives.
Insurance Agent
Farmers
Springfield, MO
01.2012 - 03.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Financial Advisor
Edward Jones
Springfield, MO
01.2007 - 05.2010
Financial Advisor
Merrill Lynch
Springfield, MO
01.2005 - 01.2007
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
- Conducted market research to stay ahead of financial trends, enabling informed advisory services.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
Financial Advisor
AG Edwards & Sons
Springfield, MO
01.2002 - 01.2005
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Education
Bachelor Of Science - Business-Global Perspectives Minor
Drury University
Springfield, MO05.2001
Skills
Ted Jones Prospecting Award
President's Council
Chairman's Council
College Athlete
Top Life Issued & Paid 2016
Superior Customer Service
Product Knowledge
Client Retention
Goal Setting & Forecasting
Financial Marketing & Analysis
Pre-Licensed Series 7, 63, 66 & AAMS
Networking
Grew Customer Bases
Key Referral Centers
Closing Sales
Licensed-Life & Health
Licensed-Property & Casualty
Independent Contractor
Timeline
Assistant Activities Director
The Gardens
12.2023 - Current
Personal Trainer
Self Employed Web
01.2021 - 12.2023
Insurance Agent
Farmers
01.2012 - 03.2021
Financial Advisor
Edward Jones
01.2007 - 05.2010
Financial Advisor
Merrill Lynch
01.2005 - 01.2007
Financial Advisor
AG Edwards & Sons
01.2002 - 01.2005
Bachelor Of Science - Business-Global Perspectives Minor
Drury University