Ben McQueen

Experience

• 

  Liberty Mutual Insurance

  Nov 2012 - May 2014

  Sales Representative

  •Promote insurance products including Auto, Home and Life in the tri-state area.•Liberty Lamp Lighter Award Winner, awarded to top producers in insurance policies sold.

• 

  Fidelity Investments

  Jun 2014 - Mar 2016

  •Consistently engage clients in consolidation conversations, responsible for $5M in net flows monthly.•Use planning tools, models and products to create personalized investment solutions, including managed money, on average of $1M per month. •Manage a book of business via inbound and outbound calls, ensuring client satisfaction through effective follow-up and problem resolution. •Take a dynamic approach to every phone call to ensure superior customer service. •Meet and exceed trading accuracy, operational efficiency and client experience measures.

  • Investment Solutions Representative

    Feb 2015 - Mar 2016

  • Financial Representative

    Jun 2014 - Feb 2015
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  Fifth Third Bank

  Apr 2016 - May 2017

  Licensed Personal Banker

  •Use consultative selling to build a thorough client profile and identify short and long term financial needs. •Utilize tools and systems to proactively reach out to clients to set appointments for financial reviews.•Establish close working relationships with team members, referring customers when appropriate to provide holistic financial solutions.

• 

  Orion Portfolio Solutions

  Jun 2017 - Oct 2019

  Regional Sales Consultant

  FTJ FundChoice provides advisors access to independent asset allocation strategies and model trading functionality. We assist advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities.

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  Liberty One Investment Management

  Dec 2020 - now

  • Regional Vice President

    Dec 2022 - now

  • Regional Sales Consultant

    Dec 2020 - Dec 2022