Siobhan Collins
Regional Vice President | New Client Development
- Role
- Reginal Vice President New Client Development at Wealth Enhancement
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Siobhan Collins
As an accomplished, dedicated Financial Sales Consultant Specialist,I have had extensive success achieving sales goals for financial products and services. My ability to be an influential communicator has allowed me to become adept at building relationships with clients, prospects, partners, leaders, and other key stakeholders. Recognized as a strategic-minded, organized leader, I possess proven success identifying prospects’ needs and goals, developing targeted strategies, and delivering comprehensive solutions to clients. With my broad experience across sales including territory management, prospect outreach, retention/expansion, negotiation, presentations, and more, I maintain a successful track record selling products including direct indexing, ETFs, and mutual funds. I provide financial planning tools and analytics to assist with product comparison, taxes, estate planning, insurance, asset-allocations and more, to high-net-worth investors. I am focused on integrity and client service and able to work independently or collaborate to achieve individual and organizational goals.TECHNOLOGYMicrosoft Office Suite ( including Word | Excel | PowerPoint | Outlook )| Microsoft Dynamics | Salesforce | Tableau | Client Profile | Morningstar | FactSet | YCharts | Thomson Reuters | Genesis Cloud
Experience
Reginal Vice President New Client Development
Mar 2025 — Present
o Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.o Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
University of Wisconsin-Milwaukee
BBA
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