Molly Montgomery
Chanhassen,MN
Summary
Proven Strategic Relationship Manager at John Hancock Retirement Plan Services, adept in relationship building and strategic selling, consistently achieved client retention metrics, on a rolling 5-year timeframe. Excelled in fostering client trust, exceeding sales goals, and collaborating on innovative financial solutions. Demonstrates exceptional communication skills and a goal-oriented approach to driving success and client satisfaction.
Overview
16
16
years of professional experience
1
1
Certificate
Work History
Strategic Relationship Manager
John Hancock Retirement
01.2013 - 09.2024
- Built and maintained Advisor and Corporate Retirement Plans within the Defined Contribution, Defined Benefit and Non-Qualified Plans within the asset segment of $10 -$25 million.
- Cultivated relationships with Wealth Management and Retirement Specialist Advisors and provided a high level of expertise.
- Consistently exceeded sales goals by maintaining 96% 401k retention rate amongst Minnesota, North and South Dakota territories by cultivating a strong network of professional relationships and referrals.
- Responded to customer inquiries and resolved client issues to establish trust and increase satisfaction.
- Supported sales and marketing efforts to keep company brand exposure and market share.
- Inspired 401k participants, plan sponsors and advisors to engage with the tools and resources from John Hancock
Financial Representative
John Hancock Financial Network
10.2010 - 01.2013
- Met with high-profile corporate and individual client relationships, to assess needs, financial status, and eligibility.
- Secured and maintained portfolios ranging from $100,000-$3 million through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences through FINRA, SEC and State Regulatory Compliance.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele.
Financial Representative
Northwestern Mutual Life Insurance
09.2008 - 10.2010
- Initiated individual customer contacts, presented/marketed life insurance, disability, long term care, and annuity products, issued 100 new policies and met the 100-lives requirement within 12 months.
- Conducted compelling client consultations, identified risk-management requirements, recommended strategic insurance solutions, and optimized insurance coverage.
- Established/sustained loyal client relationships and developed/sustained repeat and referral business
Education
Bachelor of Science - Retail Merchandising
Skills
Goals driven and results oriented
Relationship building and management
Excellent Communication and active listening
Strategic selling
Certification
- SERIES 6, 7 and 63 licensure
- Life & Health Licensure, State of Minnesota
Timeline
Strategic Relationship Manager - John Hancock Retirement
01.2013 - 09.2024
Financial Representative - John Hancock Financial Network
10.2010 - 01.2013
Financial Representative - Northwestern Mutual Life Insurance
09.2008 - 10.2010
University of Minnesota - Bachelor of Science, Retail Merchandising
Partnership Affiliations
- Sageview Advisory, One Digital, Marsh McLennan Agency, Tradition Wealth, Boulay Group, Morgan Stanley, Edward Jones, Ram Benefits, NFP, Tax Shelter Compensation, DWC, FuturePlan
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