Leslie Anne Caldwell
Retirement Plan Counselor, CRC | EMPOWER
- Role
- Retirement Plan Counselor, Crc at Empower
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Leslie Anne Caldwell
With over 16 years at Empower, my commitment to helping clients secure their retirement…
Experience
Retirement Plan Counselor, Crc
Oct 2007 — Present
Retirement Plan Counselor, CRC, supporting and servicing a $23 billion plan with over 135K active participants.Orchestrates educational/ informative seminars focused on maximizing the understanding of key financial topics and assist employee\'s in replacing working income for a lifetime in retirement.Help clients with enrollment activities. Track and document all enrollment data, incoming rollovers and contribution increases. Provide one-on-one training to peers both online and offline.Compute complex calculations for contribution increases for 457b and 401k plans.Provide feedback to field management; identifies performance improvement opportunities for assigned plans. Created standard operating procedures for local office field team. Excellent customer service and problem resolution skills. Provide extensive remote and onsite education on retirement planning to a wide range of potential customers and perform exhaustive comprehensive account reviews. Recognized and awarded for ranking in the top 10% of sales representatives in a group of 400 representatives nationally. Surpass targeted goals by 10-20% each year every year; presently achieving 163% of performance goals. Accountable for updating and maintaining the book of business for seven Los Angeles County departments consisting of 13K active participants.
Education
Northwestern University
Bachelor of Arts (BA)
1985 — 1990
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