Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mercedes Cole

LAWRENCEVILLE

Summary

Dynamic Advisor Relationship Consultant with a proven track record at Principal Financial Services, excelling in relationship building and analytical thinking. Successfully optimized operational efficiency through a tailored CRM system, enhancing client engagement and retention. Recognized for driving revenue growth and delivering exceptional service, ensuring high client satisfaction and loyalty.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Advisor Relationship Consultant

Principal Financial Services
01.2021 - Current
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with advisors to ensure consistent retention and loyalty.
  • Harness efficiencies with advisors to drive revenue and growth
  • Optimized operational efficiency by implementing CRM system tailored to advisory services.
  • Strengthened client relationships through regular, insightful communication regarding market trends and portfolio adjustments.

Small Market Relationship Manager

Principal Financial Services
01.2021 - 04.2023
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Assisted clients with plan design, compliance and 5500 questions, interpretation and advice.
  • Successfully migrated plans from Wells Fargo to Principal with a 85% retention.






























































Sales Consultant

WySTAR Global Retirement Solutions
11.2008 - 04.2021
  • Followed up with existing customers to provide additional support and address concerns.
  • Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
  • Worked with alliance partners to migrate their plans from alliance partnership to Wells Fargo bundled recordkeeping.
  • Assisted clients in updating plan documents to comply with PPA document restatements
  • Consult with financial advisors, prospects and Third Party Consultants to help onboard new business
  • Took lead in Alliance Partner RFP which we won bringing in over $5 million in revenue
  • Reviewed plan documents and provisions to ensure compliant

Sales Consultant

March McLennan
05.2006 - 11.2008
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Generated increased sales revenue through effective lead generation and follow-up efforts.
  • Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
  • Maximized customer retention by resolving issues quickly.

Institutional Consultant

Branch Banking and Trust
03.2003 - 11.2008
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed client relationships through regular check-ins and updates on project progress.
  • Boosted client revenue streams by identifying and capitalizing on untapped market opportunities.
  • Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.

Education

Bachelor of Science - Finance

New York University
New York, NY
12-1989

Skills

  • Analytical thinking
  • Time management
  • Critical thinking
  • Written communication
  • Relationship building
  • Conflict resolution
  • Decision-making
  • Data interpretation
  • Client engagement

Certification


  • SEIC, Series 7, Series 63 - 2021
  • CRSP- Certified Retirement Service Professional 1999

Timeline

Advisor Relationship Consultant

Principal Financial Services
01.2021 - Current

Small Market Relationship Manager

Principal Financial Services
01.2021 - 04.2023

Sales Consultant

WySTAR Global Retirement Solutions
11.2008 - 04.2021

Sales Consultant

March McLennan
05.2006 - 11.2008

Institutional Consultant

Branch Banking and Trust
03.2003 - 11.2008

Bachelor of Science - Finance

New York University

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