Tyler Beirne
JACKSONVILLE,FL
Summary
Seven months of experience shadowing learning leads and helping facilitate small group role plays, language labs, and promoting a healthy learning environment while upskilling the Transition Services department to the new Life Events call model. Dynamic Life Events Consultant at Fidelity Investments with expertise in client relationship, management, and performance coaching. Proven track record in facilitating training and process improvement, empowering teams to navigate complex life transitions. Adept at case management, delivering white-glove service, and enhancing client experiences during challenging times.
Overview
3
3
years of professional experience
Work History
Life Events Consultant
Fidelity Investments
Jacksonville, FL
03.2022 - Current
- I work with out clients to help them through significant life changes such as losing a loved one, transfer due to divorce, and many other life changing events that may occur.
- Manage a caseload of 80+ clients with complex re-registration situations for Trust, Retirement, Non-retirement, and other personal investing accounts.
- As part of the A Team, I help ensure our branch partners maintain a healthy business relationship with their clients. This includes white-glove service for clients who have a dedicated financial consultant.
Learning Lead / Life Events Coach (On Loan)
Fidelity Investments
Jacksonville, FL
06.2023 - 02.2024
- I spent seven months facilitating training classes with learning leads Brian Ludlow among others, and to help upskill the rest of the TS function on the new Life Events Model, which has become the new standard for Transition Services.
- Lead small group roleplays to help representatives practice how conversations with clients will flow while going through the Life Events Model.
- Facilitating language labs to help representatives craft what they would like their conversations and questions to sound like when assisting clients.
- Addressing initial concerns, questions, etc.
- Sharing my experiences as a case manager in implementing the life events model.
- Discussing my daily struggles with life events and what I did to overcome those challenges to help others who may be struggling with similar issues.
- Meeting one-on-one with representatives to discuss their struggles with life events in general.
- Follow-up meetings with the Transition Services Team to provide refreshers once training is completed. This allowed us to get a better understanding of what associates are finding most difficult to implement, and why.
- Meeting with the Transition Services Team Leads to help provide feedback on what representatives seem to be struggling with the most, and why.
- Offering best practices for call structure and when to start conversations based on the Life Events Model, an example would be when in the call would be a good time to start the Discover portion of the conversation.
Education
High School Diploma -
Sandalwood Highschool
Jacksonville, FL05-2009
Skills
- Roleplay facilitation
- Training development
- Performance coaching
- Process improvement
- Client relationship management
- Case management
- Financial consulting
- Death and divorce navigation
References
- Chris Wimmer: Head of Transition Services
- Brian Ludlow: Learning Experience Designer / Learning Lead
- Robert Healey: Learning Lead
- Jamie Montes: Learning Lead
Timeline
Learning Lead / Life Events Coach (On Loan)
Fidelity Investments
06.2023 - 02.2024
Life Events Consultant
Fidelity Investments
03.2022 - Current
High School Diploma -
Sandalwood Highschool