Michael Holter
Summary
Professional Profile
Leader-considered a Subject Matter Expert for brokerage settlements, mentoring new
Senior Tier 1 BRM’s, assisted with establishing SOP for BRT, multiple
educational conference calls with wealth management advisors brainstorming
issues and solutions.Excellent project management skills, well organized professional, with excellent communication skills, works well with peers, research analysts and upper management alike, takes a leadership
role in problem solving and critical thinking, manages tasks well to meet
deadlines and goals. Key Assets:
Coach and mentor, team player, adaptive communicator and a
leader. Articulate Senior Benefits Relationship Manger, driven to succeed. Strategic planning and client relationship management expert.
Overview
29
29
years of professional experience
Work History
Senior BRM
TIAA Financial Services
Denver, CO
04.2014 -
Relationship building working with our
business partners, payment operations, wealth management advisers, field consultants and the beneficiary
teams inbound consultants. Assisting both pension and brokerage clients alike with options
available to settle high net worth accounts of half a
million or above, exceeded retention goals, time to close, and
quality. Series 7, 66 and life & health licenses, obtained rating of 5 in 2016 & 2017
Monitored multiple databases to keep track of ongoing settlements
Monitored multiple databases to keep track of ongoing settlements
Wealth Management Inbound Consultant
TIAA Financial Services
Denver, CO
05.2012 - 04.2014
Inbound Consultant, obtained Series 7 and 66 solving participants plans to reach their goals for retirement both in the accumulation phase and spend down phase to enjoy their retirement.Worked with wealth management advisers, to uncover assets and propose solutions to our participants.Met and exceeded lead goals by almost 300%
Inbound Consultant
TIAA Financial Services
Denver, CO
02.2008 - 05.2012
Inbound Call Center, help participants resolve
any issues they may be having as well as help
them make informed and educated decisions on planning for an meeting their retirement goals.
Business Owner
Mortgage Associates
Centennial, CO
08.2005 - 02.2008
Mortgage Broker
Opened own mortgage broker business, met
with representatives of World Savings, Countrywide, Aurora Home Loans to establish
new business channels and regularly met with representatives to review and
improve loan procedures, prospected, priced and placed loans with proper
lenders
Loan Officer
Investment Property Funding
Englewood, CO
09.2004 - 07.2005
Senior Loan Officer
· Answer ad
calls in a call center environment, get application and credit over the phone. Purchases,
refinances, debt consolidation, all credit accepted, assigning right program to
meet the clients goals and objectives, closing the loan
Top 5 in the company,
principal representative with the company for the State of Florida
Loan Officer
Refinancing Solutions
Denver, CO
09.2002 - 09.2004
Prospecting and
sales to both prime and sub-prime market place for purchase and refinance loans Responsible for
pricing, field underwriting, documentation and closing loans
Mentoring new loan officers
and working with telemarketing team to improve production, review applications
for pricing and proper placing with lender,
Loan Officer
The Financial Group
Denver, CO
02.2002 - 09.2002
On the phone and in
home sales for home mortgages
· Presentation
software for loan comparisons
Tri-merge credit reports,
scheduling appointments, attended all closings
Insurance Broker
Great American Life Insurance Co
Denver, CO
06.1996 - 02.2008
Marketed TSA, 403b
products to school employees in Aurora, Cherry
Creek, Adams 12, Colorado Springs and Boulder school districts Expanded
market by meeting with representatives from all districts
and opened Boulder school district Sell,
maintain and prospect new accounts Series 6
& 63, life and health licensed
Sr. Sales Representative
Senior Marketing Group
Englewood , CO
04.1994 - 06.1996
Prospect, develop and maintain client base. Financial sales to a senior market, fixed and variable
annuities
First
person in Denver to achieve the Million Dollar Club Consistently
ranked in the top 10% of a commissioned sales force
Sales Manager
Prudential
Long Island, NY
10.1985 - 03.1994
Started
as agent in 6/1985, promoted to sales manager in 1 ½ years compared to
normally 2-3 yrs. Was lead sales manager in office for almost 5yrs and top
20% in entire companyManaged
a staff of 13 insurance agents Primary point of contact for
participants involved in a class action lawsuit regarding marketing
practices, met with participants and recommended the proper course of action
to resolve disputes. Had ongoing meetings with Underwriting
Mangers and Underwriters to discuss application issues, underwriting
practices and to improve rapport between underwriting and the field office Assisted in development of over
60 offices personnel
· Recruited, trained and hired new agents
· Achieved #1 ranking in office for 6
years and top 20% of company
· Increased sales by 200% through various
programs
· Ran Pension Trap seminars using the
Emerald System
Education
Politcal Science
Fairleigh Dickinson University
LUTCF - Life Under Writer Training
Timeline
Senior BRM
TIAA Financial Services
04.2014 -
Wealth Management Inbound Consultant
TIAA Financial Services
05.2012 - 04.2014
Inbound Consultant
TIAA Financial Services
02.2008 - 05.2012
Business Owner
Mortgage Associates
08.2005 - 02.2008
Loan Officer
Investment Property Funding
09.2004 - 07.2005
Loan Officer
Refinancing Solutions
09.2002 - 09.2004
Loan Officer
The Financial Group
02.2002 - 09.2002
Insurance Broker
Great American Life Insurance Co
06.1996 - 02.2008
Sr. Sales Representative
Senior Marketing Group
04.1994 - 06.1996
Sales Manager
Prudential
10.1985 - 03.1994
LUTCF - Life Under Writer Training
Politcal Science
Fairleigh Dickinson University