The Olson Group, IncRetirement Specialist
Nov. 2016 - Aug. 2019Greater Omaha Area• Supported Financial Advisors, acting as 3(21), with 95 group plans with assets over $500,000,000. And 825 individual clients with assets over $57,000,000.
• Assisted with business development, strategy and project implementation and promoted collaboration and teamwork among 3 Retirement Representatives.
• Prepared retirement plan paperwork and information to include group and individual accounts, processes rollover paperwork, maintained and updated investment accounts as needed and revenues quarterly.
• Maintained calendar of annual reviews, education meetings, required notices and benchmarking statuses for all group plans.
• Implemented new client service processes, resulting in a 90% increase in client satisfaction scores for individual wealth clients.