Colin Angele

About Colin Angele

Accomplished sales and client engagement professional with over 15 years of experience in…

Experience

1. Mutual Fund Associate

   Empower

   Apr 2022 — Present

   Service new and existing client needs via inbound calls, demonstrating appropriate insight and judgment to effectively diagnose issues, resolve problems, and process escalations quickly • Resolve complex account issues by responding to requests for investment, mutual fund, and account information, as well as operational inquiries regarding trading, asset movement, and asset consolidation • Engage clients in an Investment Recommendation Conversation and uncover leads and opportunities for the Retirement Advisor Team • Demonstrate a consultive approach to understanding client needs, offering appropriate solutions, providing support for inbound participant service requests, and following up with retention opportunities • Maintain Top 5 performance in call quality, client engagement, and quality assurance, all within the 95th percentiles of Empower call metrics • Train and develop new hires using call shadowing and streamlined training processes to emphasize de-escalation tactics and top-notch customer service, which increases the speed of problem resolution and client satisfaction

Skills

• Microsoft Word
• Dod
• Team Building
• Program Management
• Training
• Veterans
• Public Speaking
• Social Media
• Microsoft Office
• Sales
• Time Management
• Leadership
• Powerpoint
• Teamwork
• Management
• Market Research
• Microsoft Excel
• Customer Service
• Security
• Analysis
• Team Leadership