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Financial Marketing/Customer Service Specialist (Sewickley,PA)

Kevin R Gerard CFS

Financial Marketing/ Customer Service Specialist

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Overview

Excellent financial/investment services skills including sales/marketing support, POS sales material creation, data management and competitive market analysis. Proven skills in marketing techniques with emphasis in mutual fund and life insurance market positioning. Consistently commended for attention to detail, communication skills both verbal and written and relationship building.

Related Skills

Fulfillment Oversight B2B Product Development Marketing Communications
Competitive Analysis Market Data Analysis Creative Thinking and Foresight

Professional Experience

Dartmouth Financial Contract Services 2006-2012

Fee Based Independent Contractor
Contract marketing services related to new product development/ introduction, as well as marketing communication training for sales force personnel. Worked on projects for such companies as Great West Life, Charles Schwab, Preferred Financial Resources, Wealth by Design and Valued Investment Partners. All companies are Colorado based.

Transamerica Capital, Inc. 2003-2006

Design of POS marketing material for new variable and fixed rate life insurance and annuities to specific financial bank channels.
Coordination of graphics and writing staff as well as working with fulfillment department.

Lincoln Financial Advisors/Sagemark Consulting 2000-2003

Supported the sales efforts of registered representatives by training on products offered by Lincoln Financial Advisors specifically the fee based Premier Plus management program.
Conducted training seminars for representatives on the benefits of several independent management programs such as SEI, Advest, Icon Advisors and Fundquest.
Experience: continued

Developed training plan for representatives on the use of analytical software systems such as Ibbotson, Morningstar, Mutual Fund Expert, as well as profile software such as Frontier Analytics.

Created risk/reward and correlation studies for client portfolios to assess market risk and created a quarterly mutual fund recommendation list for use in the fee based Premier Plus program.

Credentials and Education

Certified Mutual Fund Specialist: Institute of Business & Finance: San Diego, CA
University of Denver: Denver, CO BA Political Science/Economics
Learning International: Professional Sales Training Program

Former SEC Registered Investment Advisor and FINRA Registered Representative.
Colorado Life, Accident, Health and Variable License broker



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post id: 4596562890

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