Timothy Neal
CONCORD, NC,NC
Summary
Proven skills in selling and cross-selling Financial products and satisfying customers in Financial Services industry. Exceptional financial acumen and licensed in Financial
services. Familiar with related marketing products and customizes approaches to different situations and customers.
Overview
30
30
years of professional experience
Work History
Internal Wholesaler
TIAA Financial Services
Charlotte, NC
11.2013 - 05.2024
- Maintained relationships with financial advisors and internal wholesalers to identify opportunities for product sales.
- Conducted presentations, seminars and webinars to promote products and services.
- Monitored competitor activities and tracked competitive trends in the marketplace.
- Researched industry news, regulations, compliance issues and economic conditions that impact our business objectives.
- Collaborated with management team to develop sales strategies for specific accounts or regions.
- Analyzed customer feedback data to determine areas of improvement for products or services.
- Prepared detailed reports on performance metrics, account activity levels and other key indicators.
Financial Advisor
Metlife
Concord, NC
09.2009 - 10.2013
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Financial Advisor
RJL Resources
Concord, NC
08.1999 - 09.2009
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Golf Professional
Emerald Lake Golf Club
Mathews, NC
10.1994 - 04.1999
- Organized and supervised golf tournaments, including scheduling tee times, assigning caddies, and setting up rules of play.
- Developed new programs to increase golf participation such as lessons for beginners and clinics on the fundamentals of golf.
- Provided individual instruction to students in all aspects of the game, including full swing analysis and putting techniques.
Education
Bachelor of Arts - Law (Pre-Law)
Wilkes University
Wilkes-barre, PA05-1993
Skills
- Performance Tracking
- Market trend expertise
- Sales Presentations
- [Type] industry background
- Consultative sales skills
- Financial Planning
- Products knowledge
References
References available upon request.
Timeline
Internal Wholesaler
TIAA Financial Services
11.2013 - 05.2024
Financial Advisor
Metlife
09.2009 - 10.2013
Financial Advisor
RJL Resources
08.1999 - 09.2009
Golf Professional
Emerald Lake Golf Club
10.1994 - 04.1999
Bachelor of Arts - Law (Pre-Law)
Wilkes University
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