Richard Woodward
Vernon,CT
Summary
Dedicated and results driven financial professional with a proven track record of providing sales, service, and management support in the financial services industry. Seeking to leverage my skills in communication and problem resolution to excel in a career as a police dispatcher. Areas of expertise include: Strong Client Relationships, New Business Development, Team Leadership, Competent Communicator, Performance Improvement, Adaptable Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Relationship Manager
Symmetry Partners
01.2020 - Current
- Prepare and execute applicable investment documentation
- This includes, but not limited to, redemption notices, investment agreements, side letters and transfer agreements
- Liaise with wealth managers and custodians regarding private investment tasks and related inquiries
- Escalate complex issues and set up appointments for further services
- Deliver knowledgeable service for routine questions and service complaints
- Answer incoming calls and emails, provide frontline customer support with product and service transactions
- Professional in stressful circumstances and effectively diffuse tense situations
- Consult with Advisors regarding needs and address concerns.
Internal Wholesaler
Symmetry Partners, LLC
01.2018 - 01.2020
- Started as internal supporting Sr
- Regional Director to help expanded a $1.3B territory helped in booking over 150 meetings per quarter and maintaining consistently high activity metrics, prospecting both RIA and Broker Dealer financial advisors
- Work with financial advisors to position Symmetry Partners as an investment solution for their business and client’s by providing timely information on market perspectives, industry trends, present Symmetry as solutions for client’s financial goals, Share practice management ideas
- Collaborated with team to developed key marketing strategies to assets with onboarding new advisors
- Worked with advisors through meetings both in person and via zoom calls to assist in positioning managed money and grow their business
- Continually educated advisors on product, process, and benefits of partnering with a company like Symmetry to assist in growing their managed
Relationship Manager
Santander Bank
01.2015 - 01.2018
- Serve the financial needs of the local community with financial planning, checking accounts, money market savings accounts, mortgages, auto loans and personal loans
- Develops strong client relationships, anticipating customer needs, and provides timely service
- Offers full suite of banking products and services
- Doubled sales goals sales each quarter.
Asset Retention Specialist
MassMutual
01.2014 - 01.2015
- Educated clients with general retirement investment knowledge
- Surpassed customer retention expectations of 15 per week by retaining 25
- Maintained top tier quality in a fast paced environment while performing independently.
Senior Life Internal Wholesaler, Brokerage General Agencies
Metlife
01.2007 - 01.2014
- Increased production within a 30 state territory over 80 agencies through proactive implementation and execution of agency business plans
- Delivered 100+ training programs to 2,000 agents by using company illustration software and sales concepts
- Increased annual revenues from 20% to 25% by effectively differentiating MetLife products from other providers
- Re-established a failed broker relationship, growing annual sales from $3K to $1.5 million
- Recognized by team of 17 as subject matter expert for Webex software
- Identified unprofitable agencies and developed plans for improved performance that led to 7 to 10 % increases in production.
Life Internal Wholesaler, Banks
Metlife
01.2006 - 01.2007
- Proactively communicated proven sales strategies to 250 agents by delivering 35 presentations
- Increased annual sales 5% within the 1st year as well as being promoted to Senior Life Internal Wholesaler
- Increased life insurance sales within 75 East Coast banks
- Won most improved internal wholesaler of the year award.
Trade Review Principal
Travelers Life and Annuity
01.2004 - 01.2006
- Assured compliance of FINRA mandates by effectively communicating in writing and orally the consequences of non-compliance to 500+ agents
- Exceeded company requirement by 35% reviewing 300 annuity applications per week
- Regarded as Subject Matter expert and independent process owner in relation to Suitability Review and IRA application submission process in conjunction with Retail Sales Management and support staff.
Senior Customer Service Associate
Travelers Life and Annuity
01.2000 - 01.2004
- Serviced clients and registered representatives within a call center environment
- Top performer in answering 65% of inbound calls as well as received maximum incentive bonus each quarter
- Achieved top Dalbar customer service ratings and promoted to senior customer service associate in the first year.
Life and Health Agent
Bankers Life and Casualty
01.1999 - 01.2000
- Grew a book of business in central Connecticut from zero to 275 clients through consultative selling
- Sales included long term care and medical supplements to the senior market
- Exceeded company requirement of weekly client appointments by 67%
- Obtained 6 new clients per week and 2 policies per client.
Education
No Degree - Food Services Management
Manchester Community College
Manchester, CTSkills
- Business Development
- Cash Handling
- Financial Advising
- Time Management
Certification
- Connecticut Notary Public
- Formerly Series 6, 26, 63 and Connecticut Life and Health
- Formerly Signature Guarantee Certified
Volunteer Experience
- Toastmasters International Competent Communicator President, Seargent at Arms, Vice President Membership
- Junior Achievement's Volunteer, Personal Economics
- Vernon Youth Soccer Coach, USA Series E Licensed
Timeline
Relationship Manager
Symmetry Partners
01.2020 - Current
Internal Wholesaler
Symmetry Partners, LLC
01.2018 - 01.2020
Relationship Manager
Santander Bank
01.2015 - 01.2018
Asset Retention Specialist
MassMutual
01.2014 - 01.2015
Senior Life Internal Wholesaler, Brokerage General Agencies
Metlife
01.2007 - 01.2014
Life Internal Wholesaler, Banks
Metlife
01.2006 - 01.2007
Trade Review Principal
Travelers Life and Annuity
01.2004 - 01.2006
Senior Customer Service Associate
Travelers Life and Annuity
01.2000 - 01.2004
Life and Health Agent
Bankers Life and Casualty
01.1999 - 01.2000
No Degree - Food Services Management
Manchester Community College
Similar Profiles
Shannon McGeeShannon McGee
Life Insurance Agent at Symmetry Financial GroupLife Insurance Agent at Symmetry Financial Group
James TodaroJames Todaro
Insurance Broker at Symmetry Financial GroupInsurance Broker at Symmetry Financial Group
Jill BarrieJill Barrie
Life and Health Insurance Producer at Symmetry Financial GroupLife and Health Insurance Producer at Symmetry Financial Group
Colby Greene Jr.Colby Greene Jr.
Installation Technician at All American Appliances RepairInstallation Technician at All American Appliances Repair
William B Buller, Jr.William B Buller, Jr.
Clinician II at Hockanum Valley Community CouncilClinician II at Hockanum Valley Community Council