Philip Kelly

• Improved client satisfaction by providing exceptional retirement planning services and financial advice.
• Assisted clients in achieving their retirement goals through personalized plans and investment strategies.
• Built strong relationships with clients, leading to increased trust and long-term business partnerships.
• Conducted thorough research on market trends and investment products, resulting in sound recommendations for clients.

• Prospected for existing 401k plans with assets from $100,000-$20,000,000
• Considered top Regional Vice President in company for the design of 401k plans, drafting the Adoption Agreements, enrolling the client and educating them on our investment options.
• Worked with clients through the funding stage with our system and helping them with payroll integrations.
• Capitalized on rollover of participants outside retirement assets into the new 401(k) plan.
• Surpassed sales goal as it relates to the startup plan segment in 2022
• Had funding rate of 91% in funding of startup plan in 2022
• recognized by the Continuous Improvement Team as a leader in implementation of Digital Sales Room

Prospected for new clients for Regional Vice Presidents for conversion 401k plans

Attained touch point and appointment metrics in Salesforce via mass and individual email campaigns, cold calling, and attending conventions throughout the United States.

• Handled inbound prospect calls to provide product information, answer questions, and resolve purchase hesitations.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.