Laren A. Campbell
Atlanta,GA
Summary
Versatile, perceptive and achievement-driven Employee Benefits and Investments Professional with +20 years experience in the qualified plans, employee benefits, investment, and financial services industries.
Long-respected for advanced abilities in sales management, business development, client acquisition and retention, and relationship management.
Outstanding blend of expertise in the areas of investments and retirement plans, including pension, 401(k)/PS, 403(b), 457(b), ESOPs, SERPs and other non-qualified plans, and plan implementation, administration, and client support.
Merges solid interpersonal and communication skills to forge, nurture and maintain strong client relationships.
Blends integrity, innovative thinking, and leadership attributes to ensure first-rate client satisfaction.
Optimizes service delivery using strong decision-making talents, analytical and critical thinking skills, and an unwavering drive to excel.
Overview
1
1
Certification
40
40
years of professional experience
Work History
PEO Retirement Plan Consultant
Empower
Atlanta, GA
02.2024 - Current
- Assisted in the design of qualified retirement plans to meet the needs of employers and employees.
- Provided technical support to clients regarding pension regulations, compliance issues, investments, and other related topics.
- Analyzed employer's existing retirement plan structure to identify opportunities for improvement.
- Implemented changes to retirement plans according to client specifications.
- Educated employers on their fiduciary responsibility with respect to their company's 401 plan.
- Evaluated current assets within a portfolio against desired objectives as part of an overall review process.
- Developed cost and benefit analyses for new products or services offered by the firm.
Retirement Plan Advisor
Empower
Atlanta, GA
09.2014 - 01.2024
- Counseled clients on financial matters and provided recommendations investment opportunities, products and services based on client needs and asset availability.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Assisted in the design of qualified retirement plans to meet the needs of employers and employees.
- Provided technical support to clients regarding pension regulations, compliance issues, investments, and other related topics.
- Analyzed employer's existing retirement plan structure to identify opportunities for improvement.
- Implemented changes to retirement plans according to client specifications.
- Facilitated communication between employers, employees, vendors, trustees, and providers regarding retirement plan services.
- Evaluated current assets within a portfolio against desired objectives as part of an overall review process.
- Developed cost and benefit analyses for new products or services offered by the firm.
- Monitored legislative updates that may affect client's retirement plans.
- Created documents such as Summary Plan Descriptions, Investment Policy Statements., for clients' review.
- Identified potential areas of liability exposure due to noncompliance with ERISA regulations.
- Prepared detailed reports outlining investment options available in 401 plans.
Financial Education Consultant
JPMorgan Chase
Atlanta, GA
02.2011 - 08.2014
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Interviewed clients to assess income, expenses, financial and investment goals and risk tolerance.
Executive Services Specialist, Corporate Services
ETRADE Securities
Atlanta, GA
07.2010 - 02.2011
- Completed sales order tickets and processed client-requested transactions.
- Wrote contract documents, purchase agreements and closing statements.
Pension/401(k) Analyst (Contract Position)
MACTEC, Inc.
Atlanta, GA
10.2009 - 02.2010
- Offered subject matter expertise on employment regulations, compensation policies and personnel management procedures to optimize internal structures.
Investments Representative
Fidelity
Atlanta, GA
03.2008 - 02.2009
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
VP, Institutional Services Consultant
BB&T
Atlanta, GA
06.2007 - 02.2008
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
Regional VP, Retirement Plans
Enterprise Capital Management / Fund Distributors
Atlanta, GA
01.2006 - 05.2007
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
- Developed and implemented new sales strategies to update product lines.
- Leveraged customer service and consultative sales techniques to exceed sales benchmarks.
Retirement Plan Sales Manager
Enterprise Capital Management / Fund Distributors
Atlanta, GA
01.2000 - 01.2006
- Applied consultative approach to collect information on customer service, account and technical concerns.
- Fostered new business while servicing existing client accounts.
Retirement Plan Regional Coordinator
Enterprise Capital Management / Fund Distributors
Atlanta, GA
04.1997 - 12.1999
- Took inbound calls from established customers to assist with Retirement Plan marketing issues.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Account Executive
Delta Dental
Atlanta, GA
12.1995 - 03.1997
Sr. Employee Benefits Consultant
Wausau Insurance / Nationwide Insurance
Atlanta, GA
04.1989 - 11.1995
Account Executive
Financial Innovations, Inc.
Atlanta, GA
03.1987 - 02.1989
Education
Bachelor of Science - Marketing
Auburn University
Auburn, ALMBA - Finance / Investments
Georgia State University
Atlanta, GASkills
Presentation & Communication
Plan Design & Financial Analysis
Portfolio Evaluation
Business Partner Coordination
Personnel Training & Development
Business Development
Strategic Planning
Relationship Management
Retirement Planning
Benefits Rules & Regulations
Project / Sales / Service Management
Market Penetration
Plan Administration
Territory Management
Certification
PROFESSIONAL LICENSES & DESIGNATIONS
National Association of Securities Dealers: Series 6, 63, 24, 65, 7(inactive 2023/will retake exam)
Certified Employee Benefits Specialist (CEBS)
Chartered Mutual Fund Consultant (CMFC)
Life & Accident/Health Insurance, Georgia (inactive 2021/will retake exam)
Timeline
PEO Retirement Plan Consultant
Empower
02.2024 - Current
Retirement Plan Advisor
Empower
09.2014 - 01.2024
Financial Education Consultant
JPMorgan Chase
02.2011 - 08.2014
Executive Services Specialist, Corporate Services
ETRADE Securities
07.2010 - 02.2011
Pension/401(k) Analyst (Contract Position)
MACTEC, Inc.
10.2009 - 02.2010
Investments Representative
Fidelity
03.2008 - 02.2009
VP, Institutional Services Consultant
BB&T
06.2007 - 02.2008
Regional VP, Retirement Plans
Enterprise Capital Management / Fund Distributors
01.2006 - 05.2007
Retirement Plan Sales Manager
Enterprise Capital Management / Fund Distributors
01.2000 - 01.2006
Retirement Plan Regional Coordinator
Enterprise Capital Management / Fund Distributors
04.1997 - 12.1999
Account Executive
Delta Dental
12.1995 - 03.1997
Sr. Employee Benefits Consultant
Wausau Insurance / Nationwide Insurance
04.1989 - 11.1995
Account Executive
Financial Innovations, Inc.
03.1987 - 02.1989
MBA - Finance / Investments
Georgia State University
Bachelor of Science - Marketing
Auburn University