Allison Clark
Arlington
Summary
As a retirement plan sales professional at Principal®, I collaborate with plan sponsors and financial professionals nationwide to deliver exceptional services to valued clients. This includes providing fiduciary support, conducting comprehensive plan investment reviews, offering expert retirement plan design consulting, ensuring plan compliance, and delivering impactful participant education. Principal's mission in Retirement and Income Solutions is to empower individuals to save sufficiently, safeguard their assets effectively, and achieve financial security in retirement. Working with esteemed financial professionals, plan sponsors, and Third-Party Administrators (TPAs), we strive to make a meaningful difference in the lives of those we serve.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Retirement Sales Specialist
Principal Financial Group
08.2023 - Current
- Provided exceptional customer service, handling 800-line inbound calls from advisors prospecting for new business.
- Supported 10+ internal wholesalers and sales representatives, ensuring their needs were met efficiently.
- Developed and maintained strong relationships with advisors and third party administrators to enhance business opportunities.
- Evaluated and priced prospective business to ensure profitability and alignment with client needs.
- Took lead in planning office events and managing projects to improve team collaboration and efficiency.
Front Desk Receptionist
Bel Air Athletic Club
12.2022 - 08.2023
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
Event Host, Intern
Magnolia Wedding Venue
08.2021 - 12.2021
- The point of contact for the wedding day, assisting clients, guests, and vendors.
- Exceeded in thus physically demanding work environment by maintaining a physical stamina and high energy levels.
- Facilitated tour of wedding venue with prospective clients highlighting key attributes to foster, providing immediate interest in the early decision process.
- Facilitated initial vendor relationship while partnering with lead wedding planners leading to a successful wedding outcome.
Education
Study Abroad Participant
Instituto Lorenzo De' Medici Bachelor of Science - Hotel, Restaurant, And Tourism Management
University of Tennessee
Knoxville, TN05-2023
Skills
- Sales solution development
- Sales presentations
- Relationship building
- Customer service and care
- Team collaboration
Certification
- FINRA Series 6
- FINRA Series 63
- Life & Annuities Insurance License
Timeline
Retirement Sales Specialist
Principal Financial Group
08.2023 - Current
Front Desk Receptionist
Bel Air Athletic Club
12.2022 - 08.2023
Event Host, Intern
Magnolia Wedding Venue
08.2021 - 12.2021
Study Abroad Participant
Bachelor of Science - Hotel, Restaurant, And Tourism Management
University of Tennessee
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