Mary Inorio

Responsible for achieving assigned sales goals and retention within an assigned territory. Primary responsibilities include: new account development, retention, service and growth of existing clients. Various reports to include sales forecasting, sales reports, gap analyses and strategic plans. Primary point of contact for large clients in territory.

• Developed and implemented a comprehensive sales plan to increase revenue in assigned territory. Leaders Circle for sales in 2021 and 2022.
• Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
• Analyzed market trends and identified potential opportunities for growth.

As the primary point of contact in the Southern Arizona region, I engaged & built relationships with plan sponsors and participants of local retirement plans. Strive to build long term relationships through high-quality conversations that build trust for clients. Engage with clients on financial topics, account reviews and education events.

• Evaluated current assets within a portfolio against desired objectives as part of an overall review process.
• Implemented changes to retirement plans according to client specifications.
• Coordinated and participated in group presentations on financial services to attract new clients.
• Conducted financial analysis on retirement portfolios for asset allocation purposes.
• Reviewed clients' accounts and plans regularly to determine need for plan reassessment.

Primary regional point of contact for territory with assets over 300 million. Leaders CIrcle for sales winner six times during tenure at firm. Built lasting relationships with plan sponsors and participants in retirement plans.

• Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
• Expertly managed client portfolios to maximize returns and maintain risk tolerances.
• Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
• Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
• Recommended strategies to clients to help achieve financial goals.
• Designed educational materials including seminars and one-on-one meetings to help participants better understand their benefits programs.
• Participated in periodic reviews with clients to ensure proper maintenance of their accounts.
• Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
• Conducted educational seminars & meetings to instruct participants on retirement plan benefits
• Increase client base of territory from 100M to 300M during tenure at firm
• Conduct individual client meetings for reviews, retention and growth

Present discussions on managed accounts products to high net worth clients of brokers. Primary point of contact in region to key brokers in managed accounts. Market managed accounts to elite financial advisors for their high net worth clients seeking a large-cap value manager at wire houses. Investment marketing for affluent client group.

Conduct educational dinners and seminars for brokers and clients to present portfolio management methodology.

• Cultivated strong relationships with customers by providing excellent service throughout the entire purchase process.
• Exceeded sales goals using consultative sales talents and effectively explaining programs and services to generate interest.
• Performed sales presentations at trade shows to generate new business.
• Identified new business opportunities through industry contacts.

• Consulted with clients to assess and meet short- and long-term financial goal.
• Conducted portfolio reviews with clients on a regular basis to ensure investments remain consistent with their objectives.
• Reviewed and analyzed client financial goals, resources, and risk tolerance levels to develop appropriate investment strategies.
• Recommended strategies to clients to help achieve financial goals.
• Provided guidance on how to reduce taxes through proper utilization of tax-advantaged accounts such as 401s and IRAs.
• Drafted comprehensive reports outlining investment performance results versus benchmarks.
• Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
• Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
• Series 7, 52, 63, 65 & Insurance License for AZ