Taylor Fox
Indianapolis,IN
Summary
Dynamic Financial Professional with a proven track record at MassMutual, specializing in personalized investment consulting and relationship management. Expert in analyzing investment options to enhance portfolio performance, fostering long-term client relationships through tailored financial strategies. Adept at leveraging analytical thinking to drive informed decision-making and optimize client outcomes.
Overview
10
10
years of professional experience
Work History
Financial Advisor
MassMutual
01.2016 - Current
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Analyzed investment options to optimize portfolio performance and align with client objectives.
- Educated clients on financial products, market trends, and investment strategies for informed decision-making.
- Cultivated long-term relationships with clients through consistent follow-up and personalized service.
Sales Associate
Aflac
08.2015 - 01.2016
- Developed and maintained strong client relationships to drive policy sales.
- Conducted needs assessments to identify suitable insurance products for clients.
- Delivered presentations on benefits of supplemental insurance products to potential clients.
- Collaborated with team members to streamline sales processes and enhance customer experience.
Education
Bachelor of Science - Business Management
Calumet College of St. Joseph
Whiting, IN05-2014
No Degree - Business Management
University of Indianapolis
Indianapolis, IN08-2011
Skills
- Personalized investment consulting
- Relationship building and management
- Expertise in sales strategies
- Analytical thinking
Timeline
Financial Advisor
MassMutual
01.2016 - Current
Sales Associate
Aflac
08.2015 - 01.2016
Bachelor of Science - Business Management
Calumet College of St. Joseph
No Degree - Business Management
University of Indianapolis