William Payne Sykes
Summary
Results-oriented Financial Sales Representative with a proven track record of exceeding sales goals, building strong client relationships, and driving business growth. Over [X] years of experience in managing territories, providing retirement plan consulting, and executing strategic account management. Seeking to transition into financial planning or analysis to leverage exceptional communication, consultative selling, and relationship-building skills to provide comprehensive financial advice and solutions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
Lincoln Financial
06.2023 - Current
- Manage territories in Central Florida and Southern California for the bank/wire channel, including firms such as Raymond James, Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, RBC, and Baird
- Conduct retirement plan consultations, sales meetings, and book reviews, providing clients and advisors with strategic financial insights and solutions
- Responsible for account and relationship management, ensuring client satisfaction and facilitating sales growth across a diverse set of financial products
- Increased territory sales year-over-year by over 15% in the first year through relationship-building, consultative selling, and targeted account management strategies
- Utilize Salesforce to track and manage client interactions, sales opportunities, and progress against goals
Annuity Sales Associate
Lincoln Financial
07.2022 - 05.2023
- Focused on annuity sales, providing clients with tailored solutions for retirement and investment planning
- Achieved significant sales milestones, contributing to the company’s overall growth and positioning within the market
- Managed client relationships, ensuring needs were met through ongoing communication, account management, and follow-up on product performance
- Assisted with the development and implementation of client-focused strategies to ensure optimal retirement planning
Education
Bachelor of Science - Psychology
University of Alabama
Tuscaloosa, ALSkills
- Client Relationship Management
- Sales & Account Management
- Retirement Strategy Consulting
- Strong Communication & Negotiation Skills
- Conflict Management & Problem-Solving
- Microsoft Excel
- Salesforce
- Market Research & Trend Analysis
- Risk Assessment & Mitigation
- Regulatory Compliance (FINRA, SEC, State Insurance)
- Microsoft PowerPoint
- Microsoft Word
- Morningstar Direct
- Market Research & Analytics
Certification
- Series 6 & Series 63 Licenses
- Variable Life & Health Insurance License
- Financial Planning Courses (if applicable, or include any relevant self-study programs/courses)
Accomplishments
- Over $200 million in sales, consistently exceeding expectations and contributing to company growth.
- Increased territory sales by over 15% year-over-year in first year as Internal Wholesaler.
- Successfully managed and nurtured client relationships, ensuring high satisfaction and long-term loyalty.
Volunteerwork
Financial Literacy Advocate – [Organization Name] (if relevant)
Timeline
Internal Wholesaler
Lincoln Financial
06.2023 - Current
Annuity Sales Associate
Lincoln Financial
07.2022 - 05.2023
- Series 6 & Series 63 Licenses
- Variable Life & Health Insurance License
- Financial Planning Courses (if applicable, or include any relevant self-study programs/courses)
Bachelor of Science - Psychology
University of Alabama
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