Jeremy Lamm
Raleigh
Summary
Dynamic Workplace Planning Consultant at Fidelity Investments with a proven track record in strategic planning and client management. Expert in conducting risk assessments and enhancing investment strategies, leveraging strong analytical skills and a customer-service orientation to drive results and exceed client expectations.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Workplace Planning Consultant
Fidelity Investments
Durham
03.2022 - Current
- Provided 1:1 financial planning and investment advice appointments to plan participants to align on financial goals and strategies
- Developed strategic plans that enhanced client investment strategies.
- Analyzed market trends to refine advisory services for clients.
- Reviewed client proposals, delivering insightful feedback from a planning perspective.
- Developed personal book of clients and met weekly/monthly metric goals.
Account Executive
Home Care Pulse
Raleigh
07.2021 - 03.2022
- Worked towards meeting a sales goal each month. (Both individual and team goals)
- Scheduled sales presentations for team to meet with prospective clients to outline services and offerings.
- Built and maintained sales pipeline of new business opportunities.
- Attended weekly sales meetings reporting numbers and metrics for the week.
- Performed a variety of daily tasks such as prospecting, cold calls, appointment setting, managing leads and working across teams to gather data and information needed for sales.
Sales Associate, Department Manager
Baileys Fine Jewelry
Raleigh
09.2020 - 07.2021
- Provided compelling sales presentations based on trainings and market knowledge. Highlighted benefits such as warranties and store promotions to increase sales.
- Conducted outreach in multiple different mediums to increase visibility.
- Worked with staff towards reaching monthly sales goals and stretch goals while working towards a personal sales goal.
- Provided feedback to buyers and management on product.
- Managed department: made sure all displays were to store standards. Acted as point of contact for certain brands and men's jewelry.
Personal Shopper
Tiffany & Co.
New York
09.2019 - 09.2020
- Delivered personal sales targets by cultivating client relationships.
- Created strategic business plans for existing, lapsed and prospective clients. Shared client feedback with managers and directors.
- Assisted clients from all product categories in person, virtual appointments, and via email.
- Proactively networked to identify new local business opportunities.
- Followed up with all customers and provided efficient after-sales service.
Account Coordinator
John Hardy Inc.
08.2018 - 06.2019
- Traveled the Southeast United States territory representing the brand, supplementing key accounts and promoting jewelry sales.
- Stimulated initiatives intended to drive sales and brand awareness. (Incentives, promotions, ad campaigns)
- Provided coverage and all Trunk shows and other scheduled sales events in the territory.
- Worked with the Regional Director towards reaching monthly and quarterly sales goals.
- Maintained excellent visual standards in all accounts - both Nationals and Independents; Ensured visual needs were addressed including ordering and converting all in-case collateral.
Education
Bachelor of Science - Business Administration, Management And Leadership
University of North Carolina Wilmington
Wilmington, NC05.2017
Study Abroad - Business and Spanish
University of Valencia
Spain08.2014
Skills
- Customer-service oriented
- Strategic planning
- Client management
- Financial advising
- Active listening
- Leadership
- Microsoft Office
- Point-of-Sale software
- Sales
- Merchandising
- Proactive
- Detail-oriented
- Creativity
- Social media savvy
- Goal driven
- CRM experience
Certification
Series 7
Timeline
Workplace Planning Consultant
Fidelity Investments
03.2022 - Current
Account Executive
Home Care Pulse
07.2021 - 03.2022
Sales Associate, Department Manager
Baileys Fine Jewelry
09.2020 - 07.2021
Personal Shopper
Tiffany & Co.
09.2019 - 09.2020
Account Coordinator
John Hardy Inc.
08.2018 - 06.2019
Bachelor of Science - Business Administration, Management And Leadership
University of North Carolina Wilmington
Study Abroad - Business and Spanish
University of Valencia