Nicholas Kerns
Brownstown,United States
Summary
Financial professional with background in financial analysis and providing a first rate customer service experience. Successfully offered financial guidance and managed client investments. Strengths in client acquisition and retention. Analytical with proven track record of offering sound advice.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Representative
Thrivent Financial
Trenton , MI
07.2017 - Current
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Develop, review and optimize investment portfolios by serving 200+ high value clients and over $100 AUM
- Created and implemented business and marketing plans to drive growth.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Exetensive Documentation of Client Interactions in Salesforce.
Route Sales Representative
Ecolab
Novi , MI
10.2016 - 07.2017
- Delivered top customer satisfaction, reviewing feedback closely and addressing needs and requests of account holders.
- Boosted revenues by upselling and cross-selling products to new and established customers.
- Generated leads and cold called customers each week to set up appointments and bring in new business.
- Met and exceeded monthly sales initiatives
- Documented all customer interactions and calls in Salesforce.
- Leveraged relationships with key decision makers to increase sales in territory by over 10%
Route Sales Manager
JC Glasswashing Maintenance
Trenton , MI
05.2011 - 10.2016
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Scheduled routes weekly/monthly
- Managed inventory and placed product orders.
- Increased sales volume and expanded product line to hospitality sector.
Promotions Coordinator
CBS Radio
Farmington Hills , MI
12.2009 - 05.2011
- Developed advertising tactics and implemented new solutions for increased brand awareness.
- Collaborated with sales staff to plan campaigns.
- Developed contests and sweepstakes rules.
- Conferred with department heads or staff to discuss contracts, advertising media selection or products to be advertised.
- Coordinate and organize listener engagement events.
Education
Vocational - Radio And Television
01.2009
High School Diploma -
06.2003
Skills
- Client Servicing
- Microsoft Office
- Promotions and Marketing Strategies
- Critical Thinking
- Data Gathering
- Data Entry and Maintenance
- Customer Account Management
- Issue and Conflict Resolution
Certification
- FIC Series 6 Series 6 Life and Health
Timeline
Financial Representative - Thrivent Financial
07.2017 - Current
Route Sales Representative - Ecolab
10.2016 - 07.2017
Route Sales Manager - JC Glasswashing Maintenance
05.2011 - 10.2016
Promotions Coordinator - CBS Radio
12.2009 - 05.2011
Specs Howard School of Media Arts - Vocational, Radio And Television
Trenton High School - High School Diploma,
- FIC Series 6 Series 6 Life and Health
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