Overview
Work History
Education
Skills Certifications Credentials
Timeline
Generic

LIAM KELLY

Atlanta,GA

Overview

6
6
years of professional experience

Work History

Internal Market Consultant

Invesco
Atlanta, GA
06.2021 - Current
  • Proactively develop and maintain client relationships to grow client base and enhance wallet share
  • Conduct outbound sales calls with financial advisors and other licensed professionals to promote and sell products, build relationships, and provide client support
  • Apply portfolio analytical tools to identify products and services to clients regarding portfolio optimization
  • Perform daily activities to lead the territory effectively using firm segmentation and stratification service models
  • Assist clients across diverse levels of expertise to navigate the investment world by providing them with portfolio building and fund selection guidance
  • Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
  • Build and maintain long-standing trusted partnerships with clients
  • Help foster the client journey and enable team members to attain both revenue and profitability goals

Recruitment Consultant

Jefferson Frank
NY, NY
11.2020 - 02.2021
  • Performed proactive selling and negotiation on multiple levels
  • Responsible for headhunting and sourcing to find the best candidates
  • Coordinated recruitment processes from start to finish
  • Successfully completed continuous education and training: Teamwork, sales, leadership, and presentation skill optimization.

Inside Salesman

Graybar Electric
Clifton Park, NY
09.2019 - 03.2020
  • Mastered Graybar's sales and distribution processes.
  • Selected to participate in the Graybar Sales Training Program, a rotational assignment designed to develop business leaders regarding sales, logistics, customer service, transactional and project processes.
  • Established and maintained strategic business relationships

Education

Bachelor of Science - Business

Niagara University
Lewiston, NY
01.2019

Liberal Arts - Major

Hudson Valley Community College
Troy, NY
01.2016

Skills Certifications Credentials

  • Securities Essential Industry (SIE) Exam, 09/01/21
  • Series 7 - General Securities Representative Exam, 12/01/21
  • Series 63 - Uniform Securities State Law Exam, 11/01/21

Timeline

Internal Market Consultant

Invesco
06.2021 - Current

Recruitment Consultant

Jefferson Frank
11.2020 - 02.2021

Inside Salesman

Graybar Electric
09.2019 - 03.2020

Bachelor of Science - Business

Niagara University

Liberal Arts - Major

Hudson Valley Community College

Similar Profiles

CREATE PROFILE
LIAM KELLY