Charles Reimer

• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Established and deepened existing client relationships through complex financial planning.
• Drafted comprehensive financial plan to offer recommendations and supporting data.

Volunteer work for:

• "The Lords Pantry" Downingtown Pennsylvania
• Volunteer presenter of "Respect for Human Life issues" at different community, church and Knights of columbus functions.
• volunteer driver for the handicap to attend church services and/or doctors appointments.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Achieved annual revenue, both recurring and new of over $700,000 per year.
• Exceeded sales targets by employing consultative sales tactics and superior customer care. Assets under management reached over 150 million dollars from nominal level in beginning in 2019.
• Cultivated and strengthened customer relationships with new clients and educating clients about our account services. Serviced approximately 375 clients. 30% of whom had investment assets of 10 million dollars or more.
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• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Prospected new clientele through networking, cold calling, canvassing and referrals.
• Drove new business development through qualifying leads, building relationships and executing strategic sales. Increased weekly appointment activity by 15% and premium revenue by 025%
• Strengthened customer relationships with proactive and collaborative approach to managing needs.
• Developed training model for associates within firm to meet licensing requirements to market Long Term Care Insurance.
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• Built and strengthened relationships with new and existing accounts to drive revenue growth. Generating over $10,000 of premium revenue each month.
• Prospected new clientele through networking, cold calling, canvassing and referrals. Responsible for opening 25 new accounts each month.
• Drove new business development through qualifying leads, building relationships and executing strategic sales.
• Strengthened customer relationships with proactive and collaborative approach to managing needs.