Summary
Overview
Work History
Skills
Certification
Timeline
AdministrativeAssistant

Laura Leslie

Owasso,OK

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Securities Representative

PFS Investments
10.2020 - Current
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built database of interested clients and initiated trades based on their objectives for personalized accounts.

Associate Pastor/ Childrens Pastor

Life.Church
06.2015 - 10.2020
  • Provided spiritual care through visitation, counseling, and prayer.
  • Planned and conducted weekend service flow, wrote introductions to services, and worked with key church leaders to carry out church mission.
  • Led programs such as bible studies, fellowship meetings, and service opportunities.
  • Oversaw administration and management of all areas of ministry.
  • Officiated special services such as weddings, funerals, baptisms, and child dedications.
  • Supervised associate pastors and staff leading education, youth, pastoral care, and adult ministry programs.
  • Served as mentor to children in church community, offering guidance and support.
  • Interacted with local community, building relationships with civic organizations and other churches.
  • Excellent communication skills, both verbal and written.

Realtor

Hickerson Realty
06.2014 - 06.2015
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Wrote contracts to outline sales and purchases of properties.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Advised and informed prospective clients on current market activities and conditions.

VP Wholesale

Nationwide Equities
06.2012 - 06.2014
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
  • Resolved issues and recommended actions based on production and compliance reports.

Account Executive

Urban Financial Group
06.2004 - 06.2012
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Executed successful sales strategies to convert leads into customers.
  • Resolved issues promptly to drive satisfaction and enhance customer service.
  • Gained understanding of goals, objectives and processes to meet client business needs.
  • Strengthened customer relationships with proactive and collaborative approach to managing needs.
  • Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.

Skills

  • Schedule Management
  • Lead Prospecting
  • Financial Document Preparation
  • Relationship Building
  • Business Correspondence
  • Clear Communication
  • Organizational Skills
  • Recordkeeping Proficiency
  • Business Development
  • Salary Determination

Certification

Series 6 License

Timeline

Securities Representative

PFS Investments
10.2020 - Current

Associate Pastor/ Childrens Pastor

Life.Church
06.2015 - 10.2020

Realtor

Hickerson Realty
06.2014 - 06.2015

VP Wholesale

Nationwide Equities
06.2012 - 06.2014

Account Executive

Urban Financial Group
06.2004 - 06.2012

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Laura Leslie