BRIAN ATAKPO
T. Rowe Price
Colorado Springs
1
Certification
5
years of professional experience
Dedicated professional with proven excellence in communication, interpersonal, and problem-solving abilities. Driven to achieve results through superiority in customer service and sales. Aiming to leverage my abilities with over 12+ years of customer relation experience from sales to management to successfully fill a professional sales and client services role.
Work History
Associate Sales Consultant (Workplace)
3 Years 8 Months- Consultative Sales & Retention: Drive asset retention by delivering education on distribution options, identifying client needs, and meeting defined sales targets.
- Regulatory Expertise: Leverage knowledge of industry regulations, tax implications, and T. Rowe Price products to guide participants through account decisions.
- Lead Qualification: Serve as the primary point of contact for complex retirement requests, qualifying and referring high-value participants to Financial Consultants.
Retirement Client Services Specialist
1 Year- Handled multi-channel inquiries regarding retirement products, services, and procedures, facilitating client understanding and adoption of digital tools.
- Analyzed client financial information to clarify objectives, processed licensed transactions, and executed small business account transfers and rollovers for streamlined client experience.
- Investigated and resolved complex client issues, managed daily unresolved inquiries to ensure timely closure, and collaborated with internal departments to enhance client satisfaction.
Retail Investment Services Specialist
5 Months- Inbound Client Services: Acted as primary point of contact for individual retirement and retail investment accounts, managing account maintenance, online registrations, and tax documentation to enhance client experience.
- Transaction & Issue Management: Executed mutual fund transactions (buy/sell/exchange), researched complex inquiries, and created cases for resolution to ensure timely and accurate service.
- Provided targeted product information and aligned solutions with customer needs to boost satisfaction.
Education
High School Diploma
Skills
Consultative Selling
Sales Strategy
Lead Qualification
Client needs analysis
Problem Resolution
Client relationship management
Quality Compliance Standards
Case Management
Effective communicator
Certification
- FINRA Series 7 License
- FINRA Series 66 License
- FINRA Series 6 License
- FINRA Series 63 License
- FINRA SIE License
Timeline
Associate Sales Consultant (Workplace)
T. Rowe Price
02.2023 - CurrentRead More
Retirement Client Services Specialist
T. Rowe Price
02.2022 - 02.2023Read More
Retail Investment Services Specialist
Aston Carter
09.2021 - 02.2022Read More
Air Academy High School
High School Diploma
Read More