Brianna Polk
Workplace Planning Consultant
Fort Worth,TX
Summary
Personable financial consultant committed to helping clients meet financial goals while maintaining a stellar customer experience. Extensive experience developing and implementing financial planning strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and education while helping clients reach financial goals. Dedicated to researching an ever changing market to provide a quality personalized experience with each client with the most up to date information available. Proven track record in improving profitability, adaptability, fostering customer loyalty, and maintaining industry knowledge.
Overview
10
10
years of professional experience
Work History
Workplace Planning Consultant II
Fidelity Investments
01.2021 - Current
- Improved client experience by providing customized investment advice tailored to individual retirement goals.
- Analyzed market trends and economic data to make informed recommendations for clients' portfolios.
- Enhanced client retention through consistent communication, relationship building, and tailored financial advice.
- Continuously researched industry knowledge to stay ahead of market trends, enhancing the quality of advice provided to clients.
Retail Sales Manager
AT&T
08.2016 - 01.2021
- Maintained advanced knowledge of constantly developing technology
- Increased store gross profit by $8.5k on average month over month, accomplished business objectives while increasing productivity of my 4 person staff
- Broke gross profit records upon employment at new location
- Trained team members in successful strategies to meet operational and sales targets, coached as needed to maintain consistent growth
- Developed strong customer relationships through attentive service and expert product knowledge, resulting in repeat business.
Grocery Stock Clerk
Brookshire's Food & Pharmacy
04.2014 - 08.2016
- Monitored deliveries by checking merchandise against invoice paperwork and notifying supervisor of discrepancies
- Increased customer satisfaction with prompt assistance, answering questions, and locating items as needed.
- Improved product availability by efficiently restocking shelves and display areas.
Education
Bachelor of Arts - Technical Design
University of North Texas
Denton, TX12.2020
Skills
- Active listening
- Relationship building
- Stellar customer service
- Technology proficient
- Productivity maximization
- Sales expertise
- Strategic account development
- Trained in consumer marketing
- Documentation/recordkeeping
- Excellent user experience
Certification
Series 7 License
Series 66 License
SIE
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Workplace Planning Consultant II
Fidelity Investments
01.2021 - Current
Retail Sales Manager
AT&T
08.2016 - 01.2021
Grocery Stock Clerk
Brookshire's Food & Pharmacy
04.2014 - 08.2016
Bachelor of Arts - Technical Design
University of North Texas
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