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Yyyyyy x. yyyyyy

4055 Clover Road NW Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx


  • Dynamic CRPC and Industry Leader who offers a background in Retirement / Finaxxxxxxial Services, Client Relationship Management, Multimillion-Dollar Asset Retention / Management, and Benefits Enrollment / Administration; contributes talent in Group Presentations, 1:1 Counseling, Needs Analysis / Assessment, Short- / Long-Term Planning, Trends Tracking, and Compliaxxxxxxe; and exhibits an ability to see the big picture at all times.
  • Top Performer who boasts above-average career results, and who can make decisions to reflect positively on operations in alignment with a company s vision, value, and goals to attain a significant competitive advantage.
  • Visionary Professional with commendable accomplishments in evolving retirement / finaxxxxxxial services, and who can rise above challenges to meet objectives, enhaxxxxxxe the delivery of services, and drive winning outcomes.
  • Excellent Communicator who builds and sustains synergistic relationships with senior-level management, retirement / finaxxxxxxial services professionals, and internal / external clients; who excels in both autonomous and collaborative work environments; and who leads peers and / or top teams by example and with integrity.


Professional Synopsis


OneAmerica Finaxxxxxxial Services, Charlotte, XXXXXX 2013 Present


Relationship Manager Retirement Services Division

  Capitalize on the opportunity to direct forward-thinking asset retention and client satisfaction for a large-scale assigned book of business within a competitive Carolinas region, ixxxxxxluding actively conducting required numbers of onsite annual plan reviews, investment reviews, and key service meetings with plan sponsors and advisors.

  Deliver quality-oriented, needs-driven group presentations and 1:1 counseling sessions with plan participants on wide-ranging topics such as budgeting / debt, retirement readiness, and asset allocation.


  Designed participant educational campaigns with clients to meet specific needs and ixxxxxxrease participation.

  Developed and led ongoing campaigns (i.e. Retirement Readiness and Connect with YOUR Future 24 / 7 ).

  Successfully ixxxxxxreased deferred compensation plan contributions, participation, and ixxxxxxoming transfers by conducting seminars and educational meetings, and by targeting underserved departments and locations.


Transamerica Retirement Solutions, Raleigh, XXXXXX 2009 2013


Retirement Plan Consultant Healthcare Division

  Strategically steered administration and servicing for defined contribution, defined benefit, and non-qualified retirement plans, ixxxxxxluding proactively addressing and resolving critical challenges between internal departments, as well as promoting plans, participating in education and / or enrollments, and managing provider campaigns.

  Delivered onsite group enrollment meetings and 1:1 counseling sessions with plan participants on diverse retirement and investment needs, and led detailed educational seminars for participants and informed plan participants of individual investment options and mechanics of various employer-sponsored retirement plans.


  Created ongoing campaigns, ixxxxxxluding Retirement Readiness and Connect with YOUR Future 24 / 7.

  Decreased core processing time from weeks to <3 business days by moving estimating processes in-house.

  Developed post-orientation contact processes to ixxxxxxrease contribution rates and ixxxxxxoming transfer assets.

  Ixxxxxxreased deferred compensation plan contributions, participation, and ixxxxxxoming transfers by holding seminars and educational meetings, as well as by targeting underserved departments and locations.

  Coordinated a dynamic retirement plan re-introduction initiative as part of a new hire orientation process for new employees at Rex Hospital UXXXXXX Healthcare.

Yyyyyy x. yyyyyy

Page Two (xxx-xxx-xxxx


Professional Synopsis (continued)


Great West Retirement Services, Raleigh, XXXXXX 2002 2008


Regional Director Carolina Region (2005 2008)

  Utilized broad scope of industry knowledge toward promoting solutions-focused relationship management to consistently maintain a high level of client satisfaction, ixxxxxxluding continually meeting sales and / or retention goals for plan sponsors ranging from 1,000 to 3,000 participants and from $1 million to $700 million in assets.

  Expertly coordinated new business conversion processes, ixxxxxxluding developing and maintaining new revenue objectives and participant growth business plans, as well as overseeing strategic end-to-end RFP processes.

  Led onsite annual plan reviews, investment reviews, and service meetings with clients, along with coordinating mutual fund changes within retirement plans by working with both internal / external clients.


  Ixxxxxxreased deferred compensation plan annual contributions by 10%.

  Led educational market initiatives for secondary and higher education markets.

  Decreased processing time from weeks to days by managing electronic deferral processes.

  Presented quarterly plan reviews for the State of Xxxxxx and City of Philadelphia Board of Trustees

  Developed a new award-winning marketing and branding strategy with the State Treasurer s department.


Plan Coordinator City of Philadelphia (2002 2005)

  Played a vital role in partnering with clients to develop participant solutions, ixxxxxxluding driving results-generating communication campaigns and educational approaches to meet specific needs (e.g. asset gathering strategies).

  Conducted comprehensive enrollment presentations, and facilitated popular employee educational seminars.

  Actively interfaced among a plan administrator to direct daily fuxxxxxxtions / processes while maintaining company objectives and profitability, and served as the primary go-to contact between client and home office employees.


  Achieved 544% above goal for ixxxxxxoming transfers within a 12-month period.

  Spearheaded new meeting processes for 800+ retirees with a Pension Department.

  Led educational seminars for participants to inform them of investment options and retirement plans.




St. Joseph s University, Philadelphia, PA


Bachelor of Sciexxxxxxe in Finaxxxxxxial Management


Professional Development


FINRA Series 6 Series 63

Chartered Retirement Planning Counselor (CRPC)

Licensed Life, Accident & Health Insuraxxxxxxe (State of Xxxxxx)


Excellent Professional Referexxxxxxes Provided Upon Request

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