Myles Alen
Jacksonville,Florida
Summary
Driven, autonomous, engaging sales manager responsible for general operations and elite customer service. Experience with team management, ownership, face-to-face and remote sales, as well as exceptional customer service in a fast-paced retail and digital environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Benefits & Planning Consultant
Fidelity Investments
09.2023 - Current
- Cultivating relationships with thousands of executives and directors of five different custodial retirement plans.
- Providing benefits education, holistic wealth planning, and concierge service to our participants and their families.
- Operating within Fidelity's Wealth Planning framework to coordinate business partners and maximize availability to meet our clients' needs.
- Consultative sales building off of goal-based financial planning approaches, helping clients discover value in our solutions.
Investment Solutions Representative
Fidelity Investments
09.2021 - 09.2023
- Front-line role serving clients who need help opening accounts, moving assets and investing.
General Manager
Global Velo inc
01.2017 - 09.2021
- General manager and lead sales associate.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Education
Bachelor of Science - Business Administration And Management
University of North Florida
Jacksonville, FL08.2019
Certification
FINRA Series 7, 66 licenses
Certified Financial Planner candidate, completion expected August 2024
Timeline
Benefits & Planning Consultant
Fidelity Investments
09.2023 - Current
Investment Solutions Representative
Fidelity Investments
09.2021 - 09.2023
General Manager
Global Velo inc
01.2017 - 09.2021
Bachelor of Science - Business Administration And Management
University of North Florida
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