SKYLER PETERSEN
Santa Clarita,CA
Work Preference
Summary
Results-driven Wealth Management Assistant and Sales Representative experienced in client relationship management and consultative sales. Delivered impactful client support through effective appointment coordination and lead management, contributing to business development initiatives. Focused on establishing trust and addressing client needs with strong communication and attention to detail.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Wealth Management Assistant
AVINCI WEALTH MANAGEMENT
, California
01.2025 - Current
- Provided administrative and client-service support to enhance client experience in a wealth management environment.
- Communicate with clients and prospective clients through phone, email, and text with professionalism and discretion.
- Support ongoing client relationships by providing timely communication and ensuring a professional client experience.
- Coordinate client appointments, meetings, follow-ups, and related communications.
- Assist financial professionals with client preparation, retirement planning resources, and financial education materials.
- Maintained organized, accurate client information and managed documentation and follow-up requirements to ensure compliance.
- Assisted with daily operational activities, streamlining processes to support overall practice efficiency.
Sales Representative
AVINCI WEALTH MANAGEMENT
, California
01.2025 - Current
- Engaged prospective clients to uncover financial goals and identify areas for tailored solutions.
- Conducted discovery conversations to build rapport and align solutions with client needs.
- Present financial solutions based on identified client needs and objectives.
- Address questions and objections while maintaining professionalism and building client confidence.
- Managed lead follow-up and appointment setting while ensuring consistent prospect communication.
- Maintain an organized sales pipeline and consistently track prospect activity and next steps.
- Develop and maintain professional relationships with prospective and existing clients.
- Contribute to business development and client acquisition initiatives.
Independent Insurance Sales Agent
INDEPENDENT INSURANCE SALES
01.2024 - 01.2026
- Managed the complete sales cycle from initial prospect contact through application and follow-up.
- Generated, qualified, and maintained a pipeline of prospective clients through consistent outreach and follow-up.
- Educated clients on life insurance products and coverage options, ensuring informed decisions tailored to their needs.
- Managed complete sales cycle from initial prospect contact through application and follow-up, resulting in increased client satisfaction and retention.
- Generated and qualified a pipeline of prospective clients through proactive outreach and follow-up, enhancing business development efforts.
- Applied consultative selling techniques to understand concerns, overcome objections, and facilitate informed purchasing decisions.
- Built and maintained long-term client relationships through responsive communication and personalized service.
- Independently managed appointments, prospect activity, follow-up schedules, and daily sales responsibilities.
Education
High School Diploma -
Opportunities for Learning
Santa Clarita, CASkills
- Wealth management
- Financial Services
- Life Insurance
- Consultative Sales
- Needs analysis
- Objection Handling
- Prospecting
- Lead tracking
- Appointment Setting
- Client Communication
- Client Engagement
- Client relations
- Business Development
- Meeting Coordination
- CRM administration
- Data Management
- Financial Reporting
Certification
California Life Insurance License
Timeline
Wealth Management Assistant
AVINCI WEALTH MANAGEMENT
01.2025 - Current
Sales Representative
AVINCI WEALTH MANAGEMENT
01.2025 - Current
Independent Insurance Sales Agent
INDEPENDENT INSURANCE SALES
01.2024 - 01.2026
High School Diploma -
Opportunities for Learning