Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Manning Brailsford

Charlotte,NC

Summary

Effective, organized, multifunctional sales representative with ten and a half years sales experience in the financial services industry. Ambitious, motivated, and possess excellent problem solving and relationship skills. Strong in identifying various opportunities and delivering excellent production despite intense market competition. Strategic Sales Financial Planning Customer Service

Overview

23
23
years of professional experience
1
1
Certification

Work History

High Net Worth Client Associate

Vanguard
09.2021 - 11.2021
  • Resolved problems, improved operations and provided exceptional service for clients with assets of $500k or more.
  • Used critical thinking to break down problems, evaluate solutions and make decisions regarding clients retirement portfolios.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines.

Broker Operations Support Specialist

JPMorgan Chase
09.2018 - 06.2019
  • Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
  • Organized securities sales and purchases on behalf of brokers.
  • Increased customer satisfaction by resolving brokers operational issues.
  • Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.

Benefits Educator

Wespath Benefits and Investments
01.2015 - 09.2017
  • Provide benefit related training/education through group presentations, one-to-one meetings, as well as through web and computer based delivery tools.
  • Participate in strategic and tactical planning for participant and plan sponsor education programs.
  • Manage education program development and operation to ensure that deliverables meet the client’s needs.
  • Design and conduct focus groups and work with the research team to determine the most effective ways to gather customer data.
  • Initiate, plan and participate in customer research that will help to define customer information needs.

Loan Processor

Opportunity
10.2013 - 09.2014
  • Provided customer service to potential installment loan clients.
  • Explained loan requirements and gathered documents required for loan approval.

Financial Consultant

TIAA-CREF
10.2003 - 01.2013
  • South Carolina, Managing the portfolio of designated TIAA-CREF business clients, while acquiring and converting walk-in customers.
  • Deepening the relationship of assigned portfolios by cross- selling additional retirement and non-retirement accounts.
  • Execute integrated sales, relationship, and financial planning strategies that are aligned with the Financial Center business plan to achieve desired revenue and service hurdles.
  • Annual sales of new accounts transferred to TIAA-CREF in excess of $6 million annually.
  • Achieve personal production goals by expanding existing relationships and acquiring new business through referrals from existing clients, while utilizing effective calling techniques and leveraging 401(k), 529, IRA and 403(b) products and services.
  • Twenty- five percent of the checking accounts that I have opened have been sourced from existing commercial clients.
  • Maintain customer advocacy and client retention by providing exceptional customer service in every customer transaction.
  • Scored an average of 97 out of 100%, on fifty customer service surveys.
  • Provide financial education seminars to faculty and staff at universities and hospitals throughout South Carolina.

Licensed Financial Specialist

Wachovia Bank
05.1999 - 10.2003
  • Proactively source, acquire, and expand customer relationships by maximizing sales opportunities and ensuring customer retention.
  • Probe customers to understand needs and assess opportunities to cross-sell other business segments.
  • Utilized various sales techniques to understand the client’s needs and offer the best products to the client.
  • Success rate of 95% when being mystery shopped.
  • Provided excellent customer service to retail clients and leverage the business level relationship to generate personal accounts for the owners and employees.
  • Achieved 105% of our work goal for the year.
  • Reviewed the overdraft list to provide proactive service to commercial clients and build additional revenue.
  • Executed various cross-sell techniques that are aligned with the client’s needs.
  • Achieved 135% of my annual hurdle goal.

Education

Bachelor of Science - Marketing/Economics

Charleston Southern University
Charleston, SC
05.1996

Skills

  • Funding Education
  • Mutual Fund
  • Managing Wealth
  • Prospecting Clients
  • Sales Contracts
  • Client Presentations
  • Customer Care

Certification

Series 7 (active)

Personal Lines Insurance License (active)

Timeline

High Net Worth Client Associate

Vanguard
09.2021 - 11.2021

Broker Operations Support Specialist

JPMorgan Chase
09.2018 - 06.2019

Benefits Educator

Wespath Benefits and Investments
01.2015 - 09.2017

Loan Processor

Opportunity
10.2013 - 09.2014

Financial Consultant

TIAA-CREF
10.2003 - 01.2013

Licensed Financial Specialist

Wachovia Bank
05.1999 - 10.2003

Bachelor of Science - Marketing/Economics

Charleston Southern University

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Manning Brailsford