Ryan Alberson
Crown Point
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management and insurance products. Delivering high end client experiences in the car business and insurance industries over the last 15 years.
Overview
16
16
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Salesperson
Garber Chevrolet
05.2009 - 01.2023
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
- Provided exceptional customer service, resulting in numerous positive reviews and referrals.
- Expanded customer base through targeted prospecting and networking efforts.
- Negotiated contracts skillfully, securing favorable terms for both company and client.
- Exceeded monthly targets by diligently following up on leads and closing deals promptly.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Education
BBA - Business Management
Calumet College of St. Joseph
Whiting05-2010
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Attention to detail
- Sales and marketing
- Client relations
- Wealth management
- Insurance sales
- Insurance planning
- Mutual funds
Top 10 in New Chevrolet Vehicles sold in Chicagoland over 5 times
This was a reward tied to my hard work, dedication to showing up ready to work, and awesome communication/deal making skills with new/previous clients.
Timeline
Financial Advisor
Northwestern Mutual
02.2023 - Current
Salesperson
Garber Chevrolet
05.2009 - 01.2023
BBA - Business Management
Calumet College of St. Joseph
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