Brian Johnson
Lee's Summit
Summary
Accomplished Senior Retirement Consultant with expertise in retirement planning, investment strategies, and client engagement. Proven track record of exceeding targets in asset growth and participant retention through consultative selling and proactive communication.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Sr. Retirement Consultatnt
Empower Retirement
Overland Park
11.2008 - Current
Conducted consultative conversations to assess participant needs and explore retirement goals.
Provided actionable guidance to enhance overall retirement planning outcomes.
- Exceeded assigned targets related to asset growth and participant retention initiatives.
- Executed campaigns focused on improving participant satisfaction and Facilitate consolidation and rollover processes through proactive outreach, ensuring timely participant follow-up and engagement.engagement.
- Facilitate consolidation and rollover processes through proactive outreach, ensuring timely participant follow-up and engagement.
Education
Associate of Arts - Marketing
Metropolitan Community College
Kansas City, Missouri, MO01-2005
Associate of Arts - Marketing
Northwest Missouri State University
Maryville, MOSkills
- Retirement planning
- Investment strategies
- Client retention strategies
- Consultative selling
- Client engagement
Certification
Chartered Retirement Planning Counselor
Timeline
Sr. Retirement Consultatnt
Empower Retirement
11.2008 - Current
Associate of Arts - Marketing
Metropolitan Community College
Associate of Arts - Marketing
Northwest Missouri State University