Matthew Keck
Carmel,IN
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Internal Retirement Plan Counselor
Capital Group
Carmel, IN
02.2019 - Current
- Engaged in detailed discussions to identify client and advisor aspirations, providing strategic retirement plan recommendations.
- Surpassed annual objectives by onboarding over 250 plans onto capital group 401(k) recordkeeping platforms through a consultative sales approach.
- Executed strategic educational initiatives for advisors, resulting in over $1 billion in annual target date retirement fund asset generation through proprietary and competitor platforms.
- Achieved CRPS designation to enhance professional credibility. Streamlined recordkeeping processes and growth strategies, resulting in improved operational performance in high-volume territories.
- Advanced to Senior Internal Retirement Plan Counselor level, overseeing comprehensive retirement planning services.
Area Sales Representative
Capital Group
Carmel, IN
04.2017 - 02.2019
- Engaged with financial advisors to strategically raise and maintain assets in the American Funds, employing a consultative sales approach.
- Executed over 50 daily calls to financial advisors, promoting American Funds mutual funds.
- Fostered strategic partnerships with leading advisors in the New York metro area
Internal Wholesaler
MetLife
Charlotte, NC
08.2014 - 03.2017
- Managed high-volume call operations, completing over 50 inbound and outbound calls each day to address product inquiries and support needs.
- Recognized as 2016 Internal Wholesaler of the Year for exceptional performance and dedication.
- Identified and engaged target groups of representatives to establish profitable annuity sales relationships.
Education
Bachelor of Arts - Accounting
Belmont Abbey College
Belmont, NC05-2013
Skills
- Consultative Sales & Closing
- Client Consultations & Education
- Pipeline/CRM Management with Salesforce
- Prospecting & Outbound Calls
- Relationship Building
- Presentation & Communication
Certification
- Series 7, 63, 65
- CRPS
Timeline
Senior Internal Retirement Plan Counselor
Capital Group
02.2019 - Current
Area Sales Representative
Capital Group
04.2017 - 02.2019
Internal Wholesaler
MetLife
08.2014 - 03.2017
Bachelor of Arts - Accounting
Belmont Abbey College