Jessica Holte
- Role
- Retirement Plan Specialist with Blueprint Financial at Blueprint Financial Group
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Jessica Holte
I started my financial career with Northwestern Mutual in 2012 and formally joined the…
Experience
Retirement Plan Specialist with Blueprint Financial
Dec 2019 — Present
Sell retirement plans: 401(k); profit sharing; cash balance; and non-qualified plans • Advise and implement investment portfolio, plan design, and employee communication • Present and navigate the intricacies of qualified plan provider options • Deliver group financial education to plan participants—virtual and in-person presentations • Liaison for client, recordkeepers, and third party administrators executing plan amendments and fund changes • Analyze and communicate retirement plan regulatory changes
Skills
- Insurance
- Inventory Management
- Customer Satisfaction
- Marketing Communications
- Negotiation
- Fixed Annuities
- Human Resources
- Series 7
- Leadership Development
- Access
- Property & Casualty Insurance
- Microsoft Excel
- Investments
- Retail
- Marketing Strategy
- Financial Advisory
- Team Leadership
- Project Management
- Sales Management
- Crm
- Data Analysis
- Sales
- Recruiting
- Wealth Management
- Microsoft Office
- Social Media
- Management
- Operations Management
- Analysis
- Estate Planning
- Nonprofits
- Coaching
- Public Relations
- Event Management
- Customer Service
- New Business Development
- Social Media Marketing
- Marketing
- Account Management
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