Princi[pal Finance Group May 2012 - November 2015I built and recruited new clients and prospects in the neighborhood by face-to-face contacts.
I prospected proactively and reached out the underserved prospects within 7-mile radius neighborhood through face-to-face contacts and phone calls.
I managed one local branch of Edward Jones with one assistant in solving service issues, providing investment guidance, processing the movement of all investment classes, and facilitating problem resolution with clients.
I grew the practice by providing portfolio reviews, education planning, insurance proposals and estate document reviews, hypothetical illustrations to prospects during the tax season.
I distributed selective mailers, and involved public engagement for general purpose educational seminar on ROTH/IRA contribution, rollovers, and in-service distribution.
Certified Financial Planner
2015 - 2016
(1 year) North Carolina