Torey Franklin
Fort Worth,Texas
Summary
To work for a firm with a reputation of providing quality products, service, and expert insight that focuses on the client's complete financial portfolio including retirement planning, estate planning, and wealth management.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank Of America Merrill Lynch
Fort Worth, TX
08.2022 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client's individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Kept client financial plans optimized for current market trends and economic conditions.
- Researched and evaluated potential investment products for clients
- Presented financial plans and investment recommendations to clients
Customer Experience Representative
Robinhood
Westlake, TX
12.2021 - 08.2022
- Resolved customers' issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships.
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Utilized telephone, online chat and email platforms to deliver outstanding customer service.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Maintained extensive knowledge of company products to recommend items aligned with customer needs
Sales Support/CSC/Risk Analyst
First Command
Fort Worth, TX
01.2015 - 12.2021
- Provide analysis on transactions and processes to help mitigate risk for the client, firm and advisor while seeking to minimize the effect of potential financial loss.
- Assist in training financial advisors on various product solutions by providing competitive analysis regarding investments, life insurance products, and advisory services.
- Provide investment portfolio recommendations and life insurance product recommendations to financial advisors to be used with their clients based on risk tolerance and overall financial planning goals.
- Take inbound phone calls from clients and advisors assisting with service-related issues such as redemptions, purchases, model changes, etc.
- Assist regional offices with paperwork completion, procedural questions, and general service-related question to help provide distinctive customer service to our clients.
- Developed tools and processes to help improve operational efficiency and enhance sales team productivity.
- Developed written documents and reports related to programs and operations.
- Developed program plans, goals, objectives, and milestones for evaluating and measuring the effectiveness of operations.
Wealth Advisor III
USAA
01.2011 - 01.2015
- Provide investment and financial advice ranging from retirement planning, college savings, risk management, debt management, and estate transfer needs.
- Provide coaching tips to advisors regarding call flow, discovery methods, and presentation of life insurance to meet the needs of the members.
- Ranked in the top 50 percent among advisors for more than six months and received top producer in managed money accounts.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Wealth Management Consultant
TIAA-CREF
01.2007 - 01.2011
- Responsible for bringing new money into TIAA-CREF of over $14 million within their contact center by positioning IRAs, 401k/403b, Estate Planning, and Private Asset Management to professional clients.
- Assisted in training and developing over 30 new consultants in the area of sales, products knowledge, and procedure.
- Provided retirement and wealth management guidance to not for profit professionals such as college professors and deans, research specialists, medical doctors, and the general public.
- Provided peer coaching, performance review, project management for my team and the contact center.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions.
Financial Services Representative
Northwestern Mutual
01.2006 - 01.2007
- Provide comprehensive financial planning for prospective clients through conducting Personal Needs Analysis and Business Needs Analysis.
- Gather necessary facts through client interviews and provide appropriate recommendations to meet current and future needs.
- Responsible for maintaining client satisfaction through customer service and management of insurance policies through underwriting and post policy issue process.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Research Support Manager
JP Morgan Chase
01.1999 - 01.2006
- Managed a team of 12 representatives responsible for maintaining accurate consumer credit reporting and streamlining the credit reporting process.
- Managed a team of 10-12 representatives responsible for providing floor support and queue management to Chase Auto Finance’s Customer Account Research and Title Research Groups.
- Performed managerial duties for the team including payroll, scheduling, HR issues, and growth and development.
- Managed two departments during merger between Chase Auto Finance and Bank One while developing service procedures for the newly created Research Support team.
- Coached employees through day-to-day work and complex problems.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Established and implemented training programs to maximize team performance.
- Monitored employee and customer interactions to assess quality of service.
Education
Master of Arts - Theology and Ministry
Brite Divinity School of Texas Christian University
Fort Worth, TX08.2021
Bachelor of Arts - Christian Studies
Grand Canyon University
Phoenix, AZ06.2016
Bachelor of Arts - Criminal Justice/Financial Management
Texas Christian University
Fort Worth, TX2000
Bachelor of Arts - Religion/Sociology
Jarvis Christian College
Hawkins, TX06.1999
Skills
- Sales experience
- Reporting skills
- Tool development
- Root Cause Analysis
- Cross-functional teamwork
- Financial planning
Certification
Series 6, 7, 63, 65
Group 1 Life and Health Insurance
Property and Causality Insurance
Timeline
Financial Solutions Advisor
Bank Of America Merrill Lynch
08.2022 - Current
Customer Experience Representative
Robinhood
12.2021 - 08.2022
Sales Support/CSC/Risk Analyst
First Command
01.2015 - 12.2021
Wealth Advisor III
USAA
01.2011 - 01.2015
Wealth Management Consultant
TIAA-CREF
01.2007 - 01.2011
Financial Services Representative
Northwestern Mutual
01.2006 - 01.2007
Research Support Manager
JP Morgan Chase
01.1999 - 01.2006
Master of Arts - Theology and Ministry
Brite Divinity School of Texas Christian University
Bachelor of Arts - Christian Studies
Grand Canyon University
Bachelor of Arts - Criminal Justice/Financial Management
Texas Christian University
Bachelor of Arts - Religion/Sociology
Jarvis Christian College