Shelby Heitzman
Cincinnati,OH
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Wealth Management Consultant
Saybrus Partners
05.2012 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Conduct daily in person and virtual point of sale meetings and presentations.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics regarding life insurance, long term and disability solutions.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Studied financial documents to identify potential areas needing improvement.
- Implemented exit strategies for clients to transition out of investments.
- Researched and evaluated potential investment products for clients.
Sales and Marketing Consultant
Hartford Life
09.2009 - 05.2012
- Implemented marketing strategies to generate leads and increase sales revenue.
- Specialized in direct sales, presentations, education and training within financial institutions.
- Examined needs, wants and spending patterns of target audience.
- Executed digital campaigns to improve brand awareness and online presence.
- Collaborated with sales and marketing teams to coordinate promotional activities.
- Built relationships with customers and community to promote long term business growth.
- Built diverse and consistent sales portfolio.
- Set and achieved company defined sales goals.
Sales and Marketing Assistant
Hartford Life Insurance
09.2004 - 04.2007
- Assisted call-in customers with questions and orders.
- Contacted prospective customers through phone calls and emails to develop business.
- Helped sales professionals maintain customer relationships by making follow up calls to recent buyers.
- Conducted basic market research to identify customer needs.
Sales Executive
UNUM Provident
10.1999 - 05.2004
- Managed several key accounts, worked directly with agents, agencies, business owners and business teams to implement and maintain group and individual life Insurance, disability and long term care opportunities.
- Evaluated market data to develop and create business strategies and marketing plans.
- Created and implemented effective marketing and sales strategies to increase customer engagement and revenue.
- Developed positive, performance-based internal sales and marketing culture to include mentoring staff.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
Education
Health And Wellness Promotion
University of Cincinnati
Cincinnati, OHSkills
- Wealth Creation
- High Net Worth Individuals Protection Solutions
- Client Needs Assessment
- Estate Planning
- Cultivating Productive Relationships
- Tax Efficient Strategies
Certification
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
Timeline
Wealth Management Consultant
Saybrus Partners
05.2012 - Current
Sales and Marketing Consultant
Hartford Life
09.2009 - 05.2012
Sales and Marketing Assistant
Hartford Life Insurance
09.2004 - 04.2007
Sales Executive
UNUM Provident
10.1999 - 05.2004
Health And Wellness Promotion
University of Cincinnati
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