mike olsen

Senior Registered Client Service Representative providing account service, maintenance, buying/selling stocks, bonds mutual funds and unit investment trusts. Identified cross-sell opportunities, uncovered held away assets and generated leads for financial advisors. World Class Service Award, Q3 2013. 90th percentile call quality scores Q3 2013, Q2, Q3 and Q4 2014.

Account management of 386 households, $156.4mm assets under management. Top 5% Quarterly book client attempts and contacts during tenure. Provided clients with solution-based products and services to help them meet their long-term saving and investing strategies.

Assisted clients to save and invest for long and short-terms goals. Matched clients with the most appropriate investment tools for their risk-tolerance and needs horizon. Provided banking services, mortgages, life, long-term care and disability insurance. Offered stocks, bonds, unit investment trusts, real estate investment trusts, mutual funds, treasuries, brokered CDs, employer-sponsored retirement plans, 529 college savings plans, traditional and Roth IRAs. Built book of business of 137 households and over $7 million AUC from zero assets and no prior industry experience Ted Jones Prospecting and Pioneer Awards Obtained branch office location and qualified to hire a Branch Office Administrator during the worst financial crisis since the Great Depression

* Oversight of intake process of large volume personal injury law firm - Reporting and analysis of new call counts, screening, interviews, after-hours call monitoring and new case numbers determining multi-million dollar marketing strategy * 560 average annual client appointments with 96% close rate * Represented firm as a board member of Brain Injury Association of Utah, East Valley Chamber of Commerce and as spokesman for $100,000/year charitable bicycle helmet advocacy campaign.

For more than half a century, VALIC has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions. VALIC is ranked as the number one provider of defined contribution plan services in the United States to public education employees in the K-12 market and number three for employees of higher education and not-for-profit healthcare.As of December 31, 2014, VALIC has more than $86 billion in total customer assets under management and manages plans for nearly 24,000 groups serving more than 2 million plan participants in 41,000 locations in the U.S. VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

Activities and Societies: Beta Theta Pi, Public Relations Committee - Associated Students of the University of Utah

Activities and Societies: Pi Alpha Alpha, National honor society for students of Public Administration.