KYLE KERNER
Phoenix
Summary
Professional sales associate with track record of driving results through effective customer engagement and strategic sales techniques. Strong focus on team collaboration and adaptability to meet changing business needs. Possesses skills in client relationship management, product knowledge, and sales strategy implementation, ensuring reliable contributions to any sales team.
Overview
8
8
years of professional experience
Work History
Advisor Support Representative
Vanguard
06.2022 - Current
- Partner closely with advisors to effectively serve clients through the phone and email channel while building financial acumen
- Continuously adapt to changing markets and technologies to give clients the best possible experience
- Advised clients on retirement planning strategies, enabling them to achieve their long-term financial goals with confidence.
- Mentored junior consultants in best practices for relationship-building, sales tactics, and product expertise.
- Improve the business by developing workstreams for products utilized by the team on a daily basis
- Service client accounts to ensure clients are on course for retirement
- Implemented initiatives to improve customer satisfaction and increase repeat business.
Asset Transfer/Inheritance Specialist
Vanguard
07.2020 - 05.2022
- Sold digital to clients in order to give them a seamless process with excellent satisfaction
- Led project team to develop policies and procedures incorporating customer input.
- Execute assets transfers as well as ownership changes
- Maintained a growth mindset to be better each day allowing for exceptional personal development and team building
- Coached new apprentices and qualified them to assist clients
- Developed training materials to enhance staff proficiency and productivity.
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Partnered with clients via the phone to assist with a wide range of inquiries
Associate Financial Advisor Intern
Alpha Squared Capital
04.2019 - 08.2019
- Performed sales and support role while learning about the financial advisory business
- Gained experience with client management, direct client communication, and administrative tasks in a collaborative environment
- Worked with integrity to maintain fiduciary responsibility for clients
- Adjusted active and passive portfolios to add value and improve return on investment
- Studied, forecasted and responded to daily economic conditions to preserve capital
- Practiced technical and fundamental analysis, researching financial statements, balance sheets, cash flows, expenses and executive management reviews
Delivery Sales Manager
Earnhardt Ford
01.2017 - 10.2017
- Collaborated cross-functionally with sales representatives to identify opportunities for upselling and package deals.
- Implemented inventory management systems to minimize errors and ensure accurate order fulfillment.
- Mentored junior team members on best practices in delivery logistics and customer service techniques, enhancing overall team effectiveness significantly over time.
- Managed a team of delivery drivers, ensuring punctuality and adherence to company policies.
Education
Bachelor of Science - Finance
Arizona State University, WP Carey School of Business
Tempe, AZ05.2020
Skills
- Sales Experience
- Effective Communication
- Data-Driven Research Abilities
- Investment Strategies
- Market Research Expertise
- Client sales/service
- Process Improvement
- Problem Solving
- Interpersonal Skills
- Passionate Learner
- Collaborative Team Member
Licensures
- Series 7
- Series 63
- SIE
Timeline
Advisor Support Representative
Vanguard
06.2022 - Current
Asset Transfer/Inheritance Specialist
Vanguard
07.2020 - 05.2022
Associate Financial Advisor Intern
Alpha Squared Capital
04.2019 - 08.2019
Delivery Sales Manager
Earnhardt Ford
01.2017 - 10.2017
Bachelor of Science - Finance
Arizona State University, WP Carey School of Business
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