KRISTIN HASSELL
Keller,TX
Summary
Experienced Financial Professional seeking to leverage my extensive experience in executive leadership and strategic planning to contribute to the growth and success of a dynamic company. I am seeking a challenging role where I can utilize my entrepreneurial mindset, strong business acumen, and proven track record in driving revenue, building high-performing teams, and implementing innovative strategies to achieve ambitious goals. I am career focused and committed to excel in any position.
Overview
16
16
years of professional experience
Work History
Retirement Specialist
Fidelity Institutional Asset Management
Roanoke , TX
02.2020 - Current
- Assess clients' and small business owners financial goals and objectives to understand their retirement needs
- Assist clients and advisors with opening and maintaining Simple IRA's, Traditional and Roth IRA's, SEP Plans, 529 plans and brokerage accounts.
- Aid clients, advisors and business owners maneuver our online portal and steps to create a successful payroll system.
- Articulate value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Assist customers in understanding the tax implications of various retirement savings vehicles.
Life Insurance Agent
PHP Agency
Addison , TX
03.2016 - 01.2020
- Actively seek out potential clients through various methods, such as cold calling, networking, referrals, and attending community events
- Gather information about the client's current financial situation, family structure, income, debts, and future plans to determine the appropriate coverage amount and type of life insurance policy
- Present different life insurance options and explain the features, benefits, and costs of each policy based on the clients needs
- Prepare quotes and illustrations that outline the premium costs, death benefit amounts, and potential cash value growth of different life insurance policies
- Answer any and all questions that clients may have
Office Manager
First Cash Financial
Fort Worth , TX
06.2008 - 01.2016
- Provided administrative support to the organization by managing calendars, scheduling appointments, coordinating meetings, and handling correspondence
- Oversaw day-to-day office operations, including managing office supplies, equipment, and facilities
- This may involve ordering supplies, coordinating repairs and maintenance, and ensuring a clean and organized work environment
- Assisted with human resources functions, such as recruiting and onboarding new employees, managing employee records, and coordinating employee benefits and payroll
- Assisted with financial management tasks, such as budgeting, expense tracking, and invoicing
- This may also involve working closely with the finance department to ensure accurate financial reporting and compliance.
Education
Associate of Business -
Tarrant County Community College
05-2016
General Lines License
03-2016
Very Interested in Obtaining
Series 6, 63/66 Licenses
Skills
I possess a unique combination of teaching, insurance, and financial leadership skills, allowing me to excel in diverse roles and contribute to the success of organizations in various industries
- Client Relationship Building
- Planning for Retirement
- Client Needs Assessment
- Salesforce
- Financial Goal Planning
- Microsoft Excel
- Mutual Funds
- Honest and Dependable
References
References Available on Request
Timeline
Retirement Specialist
Fidelity Institutional Asset Management
02.2020 - Current
Life Insurance Agent
PHP Agency
03.2016 - 01.2020
Office Manager
First Cash Financial
06.2008 - 01.2016
Associate of Business -
Tarrant County Community College
General Lines License
Very Interested in Obtaining
Series 6, 63/66 Licenses
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