Chris Neff resume 2016

Download Chris Neff resume 2016

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Jennifer Banas

Christopher W. Neff

134 Hartland Rd. West Granby, CT 06090


ProfileDedicated Regional Sales Consultant with more than 17 years of successful experience in retirement services, sales, management, and customer service with recognized strengths in asset consolidation, sales education, and asset retention. FINRA Series 6 and 63 Registered Representative CT Life License Proficient in retirement investment vehicles including 401(k), 403(b), 457(b), IRA and Annuity products

Exceptional leadership, organizational, analytical and communication skills Knowledge of products to assist the sales team with their sales goals



20062014Sales Consultant Emerging Markets Manage day to day book of business to assure follow up with advisors . Manage two external sales reps in Sothern CT and NYC. Proactively follow up with proposals, finals, and closed sales to attain winning goals . Reach out to advisors to develop relations ships, prospect, and expand sales territory. Support pricing and product comparisons to bring the best solutions to sponsors and advisors. Track all interaction in Sales Logix and manage the sales pipeline.Rollover Specialist Incoming Rollover Team First hire to experimental concierge roll in sales team. Assisted in developing procedures, workflows, lead tracking, for new roll. Trained, motivated, and mentored new hire rollover sales employees. Handle outbound and inbound calls to influence decision to consolidate outside assets. Year over year 20% sales increase 5 years in a row, hit maintaining sales goals for 2 years. Work collaboratively with advisors, clients, account managers and retirement education specialists on consolidations for plan participants assets. Valued team member focusing on a common shared sales objective. Work directly with management and peers to create efficiencies, problem solve and update department procedures.

ING Financial Services, Hartford, CT

2002-2006Assistant Manager -Customer Service Hiring Team Worked call center metrics to assure proper staffing of call center. Start to finish hiring of new employees. Interview, train, transition to seasoned team.

Mentored new hires to obtain series 6 and 63 registrations. Trained new hires to become proficient in handling particpant calls on all product lines. Extensive knowledge in 401k, 403b and 457 plans. Obtained series 26 for management roll. Top performer 2 years in a row. Awarded highest asset retention award.

Primerica Financial Services, East Windsor, CT

1999-2002Life Insurance and Annuity Sales

Obtained Series 6, 63, and Life Insurance Licenses . Prospected clients to close sales in Life Insurance and Investment sales. Assisted investors in making Life Insurance and Investment decisions.

Computer SkillsSiebel, Reflex, DST Smartdesk, OMNI Production, AWD, Siebel Analytics. Siebel Opportunities, Microsoft Windows 98/2000/XP, Microsoft Office (Word, Excel, Access, Powerpoint, Outlook) Quick learner on new technology to build on efficiencies