Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Longfellow   Bondurant

Longfellow Bondurant

Savannah,GA

Summary

Experienced Financial Services Representative 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 to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Services Representative

WoodmenLife
Savannah, GA
03.2013 - Current
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
  • Conducted comprehensive financial analysis to identify trends and recommend appropriate investment strategies for clients.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.

Education

Bachelor of Arts - History

Auburn University
Auburn, AL

Bachelor of Science - Organizational Leadership

New Orleans Baptist Theological Seminary
New Orleans, LA

Skills

  • Sales Quota Achievement
  • Financial Product Sales
  • Customer Relationship Building
  • Account Documentation
  • Financial Planning
  • Customer Relationship Management
  • Account Retention
  • Financial Services
  • Investment Strategies
  • Life Insurance
  • Retirement Planning

Accomplishments

Club Producer 2013, 2014

Cabinet Producer 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023

MDRT 2018, 2019, 2020, 2021, 2022, 2023

Certification

FIC, FICF

Series 6 and 63

Timeline

Financial Services Representative

WoodmenLife
03.2013 - Current

Bachelor of Arts - History

Auburn University

Bachelor of Science - Organizational Leadership

New Orleans Baptist Theological Seminary
Longfellow Bondurant