Rylan D. Hall
Anchorage,AK
Summary
Accomplished financial services professional with considerable expertise in portfolio management, financial planning, and investment strategies. Strong leadership skills combined with ability to manage risk effectively. Previous work has demonstrated success in improving operational efficiencies and driving revenue growth in a competitive market environment. Skilled at leveraging data analytics to optimize financial performance and strategic decision-making.
Overview
19
19
years of professional experience
1
1
Certification
Work History
FINANCIAL SERVICES PROFESSIONAL
NEW YORK LIFE INSURANCE COMPANY
ANCHORAGE, AK
01.2021 - Current
- Work with individuals, families, and businesses to help them navigate common and complex insurance and investment solutions tailored to their needs.
- work closely with my clients to understand their needs and goals, and I offer my products and services to find the correct investment to best fit their circumstances.
- Analyze client financial statements and data to evaluate financial health and investment opportunities.
- Provide clients with information on bank accounts, institutional policies, financial products, and related services.
- Execute trades and transactions with attention to market timing and client directives.
- Advise clients on risk management practices, and recommend appropriate hedging strategies.
- Negotiate the terms of complex transactions with external parties.
FIELD SALES LEADER/ FIELD DEPLOYMENT SPECIALIST
ALLSTATE INSURANCE COMPANY
BOTHELL, WA
01.2019 - 12.2020
- I worked directly with each Allstate business owner and staff throughout Alaska to increase annual growth in life insurance and the financial services areas.
- Using my expertise in Financial Services, I made a valuable impact by providing the agents with the skills and resources they needed to grow in sales and increase their agent appointments, to increase market share across the state.
- This role included growing the Allstate footprint in Alaska by recruiting and developing new agents to open and operate a successful Allstate storefront.
- Developed and maintained relationships with key decision makers in order to identify new business opportunities.
- Expanded new business, implementing effective networking strategies.
- Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
- Participated in weekly meetings with upper management in order to discuss progress towards corporate objectives related to field sales initiatives.
- Implemented processes and systems that streamline operations while reducing costs associated with running a successful field sales organization.
- Identified areas of improvement within the existing sales process by analyzing current performance metrics against industry standards.
- Organized trade shows and conferences in order to showcase products and services offered by the company.
FINANCIAL SERVICES PROFESSIONAL
NEW YORK LIFE INSURANCE COMPANY
ANCHORAGE, AK
01.2012 - 12.2019
- The start of my professional career, my focus was on helping young and growing families navigate through life's happiest and most challenging times.
- With financial planning for retirement, education funding, and protecting their existing assets through life insurance and other financial tools.
- My focus was also on company benefits, including group life and health insurance, as well as managing and maintaining 401(k) plans.
- Analyzed client financial statements and data to evaluate financial health and investment opportunities.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Prepared presentations for clients on proposed investment plans and strategies.
- Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
- Coordinated with legal and tax professionals to ensure comprehensive financial planning.
Company Manager
ALASKA WALKING STORE
ANCHORAGE, AK
01.2006 - 12.2012
- I was in charge of managing the day-to-day operations of the retail store.
- I handled the daily shipping and receiving of our inventory for two locations located in the 5th Ave Mall, as well as having a lead role in our hiring and training of new employees.
- Other daily job duties included balancing the books daily, strong communication skills, and excellent customer service in the fast-paced environment of retail sales.
- Always increasing product knowledge.
- Evaluated existing processes to identify areas of improvement or cost savings opportunities.
Education
Associate of Arts degree -
Peninsula College
01.2006
Diploma -
A.J. Diamond High School
01.2004
Skills
- Strong communication skills
- Financial planning and analysis
- Financial Reviews
- Insurance sales
- Insurance and investment knowledge
- Market trend expertise
- Appointment scheduling, calendar management
- Leadership
- Quality Control
- Technical Communication
- Client Servicing
- Problem and conflict resolution
- Business Administration
- Portfolio management
- Retirement planning
- Account maintenance
- Contract development and management
Certification
- Life and Health & Property and Casualty License, 01/01/12
- Series 6 & 63 Registered Representative, 01/01/15
References
- Ryan Faulkner, (806) 853-0231
- Ryan Myers, (907) 444-8508
- Ernest Holland, (907) 230-9828
Timeline
FINANCIAL SERVICES PROFESSIONAL
NEW YORK LIFE INSURANCE COMPANY
01.2021 - Current
FIELD SALES LEADER/ FIELD DEPLOYMENT SPECIALIST
ALLSTATE INSURANCE COMPANY
01.2019 - 12.2020
FINANCIAL SERVICES PROFESSIONAL
NEW YORK LIFE INSURANCE COMPANY
01.2012 - 12.2019
Company Manager
ALASKA WALKING STORE
01.2006 - 12.2012
Associate of Arts degree -
Peninsula College
Diploma -
A.J. Diamond High School
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