Dean Kirwan
Estepona
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Abbey Wealth
Malaga
02.2023 - Current
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Promoted business to increase customer base and grow revenue.
- Provided ethical, objective and holistic financial planning advice to clients.
Paraplanner
Abbey Wealth
Malaga
04.2022 - 02.2023
- Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
- Prepared detailed reports of investment recommendations for clients.
- Performed administrative tasks such as filing paperwork or preparing agendas for meetings.
- Provided technical support to colleagues regarding new business applications.
Business Development Manager
Abbey Wealth
Malaga
02.2021 - 04.2022
- Maintained a database of existing customers and prospective leads.
- Scheduled 1st appointments for advisors with new leads and maximised the database of old enquiries to generate new business for the company.
- Identified new customers through pipelining, pre-qualification and territory analysis and management.
Lead Generator
Anstiss International
Malaga
02.2017 - 03.2020
- Identified valuable leads through several key methods, including social media, networking events, and targeted marketing.
- Maintained an accurate record of all sales activities in the CRM system.
- Applied lead generating methods in high number of cold calls per day.
- Developed effective scripts for making cold calls, managing conversations, and overcoming objections.
- Utilized email campaigns to reach out to prospective clients.
Education
QFA - Financial Planning
LIA
Sligo, Ireland02-2024
High School Diploma -
Avondale Community College
Rathdrum, Co. Wicklow06-2009
Skills
- Sales Follow-Up
- Wealth Management
- Lead Generation
- Investment Management
- Business Development
- Pipeline Management
Affiliations
- Enjoy keeping fit and active through football, padel and hikes with our dog, Taco.
- Currently in the process of learning Spanish through weekly classes.
References
References available upon request.
Timeline
Financial Advisor
Abbey Wealth
02.2023 - Current
Paraplanner
Abbey Wealth
04.2022 - 02.2023
Business Development Manager
Abbey Wealth
02.2021 - 04.2022
Lead Generator
Anstiss International
02.2017 - 03.2020
QFA - Financial Planning
LIA
High School Diploma -
Avondale Community College
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