Summary
Overview
Work History
Education
Skills
Locations
Timeline
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Scott Mueller

Basking Ridge,NJ

Summary

Highly-motivated Commissions Specialist with 8+ years of experience in the financial services industry. Demonstrated success in developing and maximizing employee satisfaction through curated relationships. Seeking a challenging position to advance career, execute on new business opportunities, and maximize impact.

Overview

13
13
years of professional experience

Work History

Commissions Specialist

Corebridge Financial
08.2016 - Current
  • Manage critical relationships between Financial Advisors and home office
  • Provide accurate, timely feedback on commissions and execute on compensation commitments
  • Serve as trusted resource for 1,200+ Financial Advisors, nationally
  • Spearhead commission sharing agreements
  • Assist with group maintenance and advisor reviews
  • Monitor and update compensation plan documents, contribution sources and review all processing
  • Oversee and lead client revenue reassignments
  • Process NY Regulation 60 requests

Retirement Planning Assistant

Valic Financial Advisors
03.2014 - 07.2016
  • Maintain book of business for Financial Planner inclusive of 1,800+ clients
  • Handle scheduling of seminars, college campus visits and executive appointments
  • Coordinate with the marketing department and call center on mailers, email blasts resulting in additional engagement
  • Respond to all client needs in timely manner

Senior Event Staff / Head Bartender

Basking Ridge Country Club
05.2011 - 07.2016
  • Managed full event staff inclusive of trainings and event execution
  • Manage bar set up, operation and clean up for all events
  • Assist with event planning and execution
  • Coordinate on site training for bar tenders and servers

Education

Bachelor of Business Administration - Business Administration, Marketing, Advertising

Kutztown University
Kutztown, Pennsylvania
05.2012

Associate in Business Administration -

Raritan Valley Community College
Branchburg, New Jersey
05.2010

Skills

  • Verbal and written communication
  • Outlook
  • Adobe
  • Social Media
  • Organization and Prioritization
  • Pay Adjustments
  • Microsoft Office
  • Customer Service
  • Data Compiling and Verification
  • Critical Thinking
  • Employee File Maintenance
  • Employee Relations

Locations

  • Kutztown University, Kutztown, PA
  • Raritan Valley Community College, Branchburg, NJ

Timeline

Commissions Specialist

Corebridge Financial
08.2016 - Current

Retirement Planning Assistant

Valic Financial Advisors
03.2014 - 07.2016

Senior Event Staff / Head Bartender

Basking Ridge Country Club
05.2011 - 07.2016

Bachelor of Business Administration - Business Administration, Marketing, Advertising

Kutztown University

Associate in Business Administration -

Raritan Valley Community College
Scott Mueller