Ryan Berard
Aspiring Financial Professional
Newtown,CT
Summary
Proven Business Development Associate with a track record of nurturing client relationships and boosting sales, notably at Kingsview Partners. Skilled in CRM software and customer relationship management, I excel in leveraging B2C experience to enhance client satisfaction and drive growth. Achieved significant reductions in client onboarding times, demonstrating both strategic thinking and effective communication.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
Business Development Associate
Kingsview Partners
Fairfield, CT
11.2024 - 01.2025
- Maintained accurate records of all prospecting activities using CRM software tools for effective lead tracking and follow-up efforts.
- Engaged with customers to build business relationships.
- Regularly reported progress on sales activities to senior management, providing valuable insights into market dynamics and areas for growth.
Insurance Producer
Globe Life
08.2024 - 10.2024
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Boosted policy sales through effective communication of product benefits and features.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Financial Representative
Northwestern Mutual
06.2024 - 08.2024
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Streamlined client onboarding process, significantly reducing time from initial contact to investment.
- Met with customers to assess needs, financial status, and eligibility.
Gym Staff
Coastal Carolina University
03.2023 - 12.2023
- Enforced rules and held customers accountable for not following gym regulations.
- Assessed staff needs and offered assistance with checking in patrons during busy times.
- Serviced complex equipment quickly to minimize wait times for specific machines.
Education
BBA - Marketing
Coastal Carolina University
Conway, SC 05.2001 -
Skills
Customer relationship management
CRM software
B2C experience
Cold calling
Accomplishments
1000 pound club weight lifting competition at Coastal Carolina
Certification
Insurance life and health licensed in CT,OH,TX,MI
Timeline
Business Development Associate
Kingsview Partners
11.2024 - 01.2025
Insurance Producer
Globe Life
08.2024 - 10.2024
Financial Representative
Northwestern Mutual
06.2024 - 08.2024
Gym Staff
Coastal Carolina University
03.2023 - 12.2023
BBA - Marketing
Coastal Carolina University
05.2001 -
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