Retirement Consultant

Specialist & Consultant

• Built client relations through longform conversations on their retirement outlook and future.
• Worked within a team to meet production goals and create opportunities.
• Retained assets through careful education of all available financial options to participants.
• Developed an understanding of multiple complex systems and financial products

• Generated reports in SalesForce, detailing clients and their information.
• Produced Insurance Illustrations through NYLIC and delivered to clients.
• Created file sharing platform for advisor.
• Constructed new digital database, consolidating all client information into one location.

Financial Services and Technical Assistant

• Educated customers on facility, detailing brewing equipment and the distilling process
• Generated bottles sales through tastings and other sales strategies
• Trained new employees on sales strategy, and touring information
• Provided bar service, promoting products, and engaging customers

Brand Ambassador

• Engaged customers both in the store and at off-site tours, educating them on paddleboards and related products, and ensuring their experience reflects our five-star rating.
• Lead Merchandising for store front, planned seasonal events and sales
• Implemented new scheduling software, leading to greater flexibility both on and off site.
• Designed group events ranging from family gatherings of twenty to corporate events with one hundred participants.
• Educated new employees on sales strategy, teaching methods, and rental procedures.

MANAGER, PHYSICAL RETAIL SPECIALIST, RENTALS, TOURS

Expanded and Clarified Treasurer Capabilities
Created a Clear Picture of Past Unpaid Dues   Incorporated Alumni into Financial Dealings   Created Plan for Collecting Dues Internally for the Future   Eliminated Cumbersome Payment Software Saving 12% Annually.

TREASURER, NEW MEMBER EDUCATOR

Helped to Expand Book of Business
Sales Lead: Built Out Potential New Client Database   Arranged Informational Offerings for Potential
Clients   Assisted in Marketing for New AI Advisor Platform   Outbound Sales Calls for Team
• Developed Cost Basis Reports

Utilized Microsoft Excel   Simplified Stock History with Customer in Mind   Independently Researched for Missing Stock Info   Assisted in Distributing to Clients

FINANCIAL INTERN

• Added new clients to roster through email and telephone marketing.
• Built new proposal framework for small business customers. Implemented said plan through the summer, increasing small business interest.
• Revamped visual elements of website. Photographed all boards, edited photos, and uploaded them to new digital advertising platform.
• Created opportunities for product development in valuable and previously unattainable locations through networking.

Sales Intern

Find out detailed information about Trip Prindle, Retirement Consultant in York

Trip Prindle: Retirement Consultant in York

Trip Prindle