Tracey Milliren
Minneapolis
Overview
30
30
years of professional experience
Work History
Associate Financial Representative
KRM Generational Wealth Advisors
07.1992 - 12.2022
- Continually sought ways to improve the client experience by proactively addressing concerns and offering tailored solutions for their unique financial needs.
- Assisted in the preparation of quarterly reviews for clients, highlighting performance and discussing potential adjustments to their portfolios.
- Increased client retention through building strong relationships and consistent communication.
- Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes.
- Coordinate client appreciation events and mailings.
- Contributed to business development efforts by identifying prospects and initiating conversations about financial planning services.
- Participated in team meetings to discuss market updates, sharing insights on potential opportunities and risks.
- Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
- Improved office productivity by implementing efficient systems for tracking client data and maintaining records securely online.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and recommendations.
- Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
- Enhanced client satisfaction by providing timely and accurate financial advice.
- Collaborated with cross-functional teams to address complex client needs, such as estate planning or tax optimization strategies.
- Met with customers to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Created and implemented business and marketing plans to drive growth.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Handled incoming payments and outgoing disbursements.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Education
Business
Universiry of Minnesota
Minneapolis, MNSkills
- Retirement planning
- Financial planning
- Debt management
- Estate planning
- Customer service
- Payment plans
- Relationship building
- Appointment scheduling
- Payment processing
- Continuous professional development
- Project management
- Cash flow analysis
- Sales expertise
- Process improvement
- Product recommendations
- Client servicing
- Service connections
- Financial reviews
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Computer skills
- Organizational skills
- Microsoft office
- Self motivation
- Product knowledge
- Coaching and mentoring
- Client relations
- Documentation
- Goal setting
- Staff management
Timeline
Associate Financial Representative
KRM Generational Wealth Advisors
07.1992 - 12.2022
Business
Universiry of Minnesota
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