Reid Johnson
Cedar Falls,IA
Summary
Enthusiastic financial services sales professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, investment strategies, and retirement plans.
Overview
10
10
years of professional experience
Work History
Financial Counselor I
Principal Financial Group
09.2021 - Current
- Improved client financial stability by assessing their financial situations and developing tailored plans using Principal Funds or Principal Bank investments.
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
- Utilized Integrity Selling sales strategies to meet sales targets and incentives consistently.
Retirement Specialist II
Principal Financial Group
08.2020 - 09.2021
- Helped clients make informed decisions about financial future.
- Ensured retirement plan transactions were completed effectively for clients.
- Provided education on various defined benefit and defined contribution plans.
Client/Location Specialist
Plumb Supply Company
05.2014 - 07.2020
- Developed strong client relationships through consistent communication and attentive service.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Education
Bachelor of Arts - Finance Management
University of Northern Iowa
Cedar Falls, IA05.2020
Bachelor of Arts - Real Estate
University of Northern Iowa
Cedar Falls, IA05.2020
Skills
- Proficient in Microsoft Suite (Excel, Word, PowerPoint, Access, and Outlook)
- Asset Allocation
- Relationships and Rapport
- Telecommunication Standards
- Retirement Plan Industry Background
- Investment Strategies
- Product Sales
Home Address
1818 Olive Street, Cedar Falls, IA, 50613
Licensing
- SIE
- Series 6
- Series 63
- Series 7 (scheduled for February 2024)
Accomplishments
- Became a mentor for new hires within Principal Connection in 2023.
- Closed 85% of sales in 2023 (top 20% compared to peers).
- Received no risk misses in 2023 by Quality Assurance.
Timeline
Financial Counselor I
Principal Financial Group
09.2021 - Current
Retirement Specialist II
Principal Financial Group
08.2020 - 09.2021
Client/Location Specialist
Plumb Supply Company
05.2014 - 07.2020
Bachelor of Arts - Finance Management
University of Northern Iowa
Bachelor of Arts - Real Estate
University of Northern Iowa
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