Shannon Hauser
Cincinnati
Summary
I am a results-drive and highly organized individual with a passion for planning and helping others. I am self motivated to seek and implement feedback and I am known for my teamwork and positivity. I am looking forward to being considered for this opportunity.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant II
Fidelity Investments
08.2024 - Current
- Recommending and implementing investment strategies based on participant preferences and retirement timeline
- Reviewing financial goals and developing plans to help participants reach those goals throughout their careers and into retirement
- Building relationships with participants by following up from planning conversations
- Following the FRM call model to give participants the best experience with their 401ks
Customer Relationship Advocate
Fidelity Investments
08.2023 - 08.2024
- Achieving performing metrics each month by leveraging the PI call model and utilizing interpersonal skills
- Mentoring new team members out of onboarding to allow them to have a smooth transition into client services
Financial Representative
Northwestern Mutual
06.2022 - 08.2023
- Building and managing a book of clients by leveraging referral sources or online leads to offer financial planning resources
- Creating uniquely tailored financial plans that meet the changing needs of individuals and build relationships with clients
Teacher
Cincinnati Public Schools
08.2018 - 06.2022
- Analyzing data from test scores and benchmarks to pinpoint weaknesses and gaps in knowledge
- Mediating relationships between teachers and administration as the union representative
Education
Bachelors of Education -
University of Cincinnati
Skills
- Data analytics
- Problem solving
- Case management
- Time management
- Flexibility and adaptability
- Conflict resolution
- Teamwork and collaboration
- Customer service
- Attention to detail
Certification
- SIE, Series 6, Series 7, Series 63, & Series 66
- Life & Health Insurance Licenses — Ohio, Kentucky, Indiana, Michigan, Hawaii, Florida, Colorado, District of Columbia
- Ohio Teaching License — Valid through 2027
Timeline
Workplace Planning Consultant II
Fidelity Investments
08.2024 - Current
Customer Relationship Advocate
Fidelity Investments
08.2023 - 08.2024
Financial Representative
Northwestern Mutual
06.2022 - 08.2023
Teacher
Cincinnati Public Schools
08.2018 - 06.2022
Bachelors of Education -
University of Cincinnati