Stephen C. Pierce
Jenkintown,PA
Summary
Financial Services Professional with a background in sales, product knowledge, and understanding of building client loyalty. Dependable professional with dynamic communication and interpersonal skills. Proven success in streamlining standardization processes for optimized support and exceptional work.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Professional
MassMutual
07.2021 - Current
- Assessed the client’s cash flow by gathering data from various systems and demonstrated multiple outcomes pending the client’s current and future objectives.
- Generated Morningstar reports comparing the client’s portfolio production to market production and asses options for better productivity.
- Being knowledgeable and understanding of insurance products and investment vehicles to address a client’s needs adequately.
- Tracked and presented sales production using Microsoft Office.
- Trained new hires on company procedure and product knowledge
- Performed quantitative and qualitative data analysis utilizing the client’s personal or business data.
- Acquired new affluent clients or customers and deepened existing relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Assistant Manager of Sales
Doors Unlimited Inc.
06.2018 - 07.2021
- Boosted sales revenue by identifying potential clients and presenting tailored solutions to their needs.
- Created sales CRM to assist the sales team to new productivity levels.
- Completed post-installation follow-up for customer satisfaction and retention.
- Created a referral program to help generate higher quality leads for representatives, and resulting in increased revenue for the company.
- Provided knowledgeable expertise to direct customers toward fulfilling their dream esthetic for their homes.
- Maintained open lines of communication between management, staff, and clients to ensure seamless service delivery.
Education
Bachelor of Science - Marketing
West Chester University of Pennsylvania
05.2018
Associates - Business Administration and Management
Montgomery County Community College
05.2015
Skills
- Cash Flow Management
- Sales and Marketing
- Insurance Planning
- Data Entry
- Asset Allocation
- MS Office
- Investment Analysis
- Statistical Analysis
- Risk Mitigation
- Retirement planning
Certification
- Series 6
- Series 63
- SIE
- Life/Variable Life Insurance License: PA, NJ, DE, VA, MD
Timeline
Financial Services Professional
MassMutual
07.2021 - Current
Assistant Manager of Sales
Doors Unlimited Inc.
06.2018 - 07.2021
Bachelor of Science - Marketing
West Chester University of Pennsylvania
Associates - Business Administration and Management
Montgomery County Community College
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