Klayton Babin

Dedicated, highly skilled and Results-driven Financial Representative Planner with a proven track record of delivering exceptional financial planning services to clients. Skilled in conducting thorough financial analysis, developing customized plans, and offering strategic guidance on investment, retirement, estate, and tax planning. Skilled at building and nurturing strong client relationships, driving business growth through prospecting and networking efforts.

Collaborative team player with a commitment to staying updated on industry trends and regulations. Dedicated to providing tailored solutions that meet clients' unique financial goals and objectives while ensuring compliance with regulatory requirements. Skilled in Investment Strategies, Market Research, Financial Planning, Financial Analysis and Effective Communication.

Currently seeking a Senior Business Systems Analyst role.

Financial Planner & Representative - Encompass Financial Partners

(2023-03)

• Conducted comprehensive financial analysis for clients to assess their current financial situation, identified goals, and developed personalized financial plans, ensuring alignment with their short-term and long-term objectives.
• Provided expert guidance and recommendations on investment strategies, retirement planning, estate planning, insurance coverage, and tax optimization, empowering clients to make informed financial decisions.
• Cultivated and maintained strong client relationships through regular communication, reviews of financial plans, and proactive outreach, resulting in high client satisfaction and retention rates.
• Generated new business opportunities through prospecting, networking, and referrals, expanding the client base and driving revenue growth for the organization.
• Acted as a trusted advisor and advocate for clients, helping them navigate life transitions, market volatility, and unforeseen challenges, providing peace of mind and financial security.
• Collaborated with internal teams, including portfolio managers, tax specialists, and legal advisors, to deliver comprehensive financial solutions tailored to clients' unique needs and circumstances.

Official / Administrator - United States Soccer Federation - LittleRock AR

(1997-03 - 2023-03)

• Assigned registered referees to matches for local clubs, adhering to guidelines based on grade, availability, and match difficulty, optimizing match officiating efficiency.
• Conducted entry-level and continuing education clinics, equipping referees with necessary skills and knowledge, contributing to the improvement of officiating standards.
• Assessed referees at state, local, and national levels during games and events, providing valuable feedback and guidance for their practical development, enhancing their performance.
• Observed, evaluated, and mentored referees during required assessments, ensuring optimal outcomes for games while fostering the continuous growth and development of individuals within the officiating community.

Life Insurance Wholesaler - The ASA Group

(2021-12 - 2023-01)

• Collaborated with life & health insurance agents to handle back-office administrative tasks, leveraging expertise as a licensed life & health agent in Arkansas, ensuring smooth operations and compliance.
• Provided valuable support in underwriting and life case management, leveraging NAILBA certification as a case manager, contributing to efficient processing and management of insurance cases.
• Recruited and onboarded new financial advisors, Investment Advisor Representatives (IAR), insurance agents, and independent brokers for the ASA group, strengthening the agency's talent pool and expanding its market presence.

Independent Contractor - Kelly Services

(2012-06 - 2021-11)

• Collaborated closely with accounting and finance departments across multiple organizations to facilitate billing and invoice processing, ensuring accuracy in customer and donor information, thereby enhancing client satisfaction.
• Organized work seminars, prepared meeting spaces, and managed participant registrations for company events, fostering smooth event execution and promoting organizational engagement.
• Provided support in customer service call centres, efficiently collecting payments and donations, contributing to operational efficiency and goal achievement.
• Coordinated driver schedules and routes for various entities, optimizing efficiency in transportation logistics and resource utilization.

Financial Administrative Assistant & Business Development - David Lukas Financials - Little Rock AR

(2019-03 - 2021-09)

• Supported financial advisors in client meetings, facilitating discussions on estate planning, tax planning, and gathering crucial financial information, enhancing client service and satisfaction.
• Authored marketing materials, course information, and tax planning documents, contributing to effective client communication and promoting the organization's services.
• Pursued professional development goals, aiming to attain certification as an associate financial advisor and acquiring Series 65, Series 7, Health and Life, and Estate Planning certifications, enhancing expertise and credibility within the financial advisory field.
• Engaged in studies for Blackbelt certification in total quality management, demonstrating a commitment to continuous improvement and operational excellence within the organization.

Customer Service Representative - Centene Inc

(2018-09 - 2018-12)

• Provided customer service support in a call centre environment, specializing in client and customer account management, ensuring satisfaction and retention of valuable accounts.
• Verified HIPAA compliance and managed personal health information for clients, maintaining confidentiality and adherence to regulatory standards, mitigating risks associated with data breaches.
• Handled payment information and updated sensitive healthcare data, enhancing the accuracy and reliability of client records and promoting efficient billing processes.
• Conducted thorough checks on claims and benefits for clients, facilitating the smooth resolution of inquiries and maximizing client satisfaction.

Healthcare Media Specialist - Patient Point LLC - Little Rock AR

(2016-03 - 2018-03)

• Collaborated with hospitals and healthcare providers nationwide as an inside sales team member, educating patients on post-hospital care needs, enhancing patient outcomes and satisfaction.
• Acted as a project manager, selling advertising access to patients through advertisements in the Patient Guide, generating revenue streams and increasing brand exposure for healthcare providers.
• Worked closely with administrators at small businesses and corporate employees of various providers, developing tailored marketing plans to promote their services, boosting brand visibility and attracting new clients.
• Established and nurtured relationships with marketing and media contacts at hospitals, devising strategies to effectively inform patients about healthcare services, fostering collaboration and improving patient engagement.
• Proactively cultivated new relationships with healthcare providers while maintaining and strengthening existing partnerships, expanding the organization's network and driving business growth.

National Referee - USSF

(2012-10 - 2014-02)

• Selected as one of approximately 200 National referees in the United States by a panel of five administrators, distinguishing myself among over 120,000 referees nationwide.
• Demonstrated exceptional skills and expertise in officiating, contributing to the high standards of refereeing in national-level competitions and events.
• Provided valuable leadership and mentorship to other referees, promoting a culture of excellence and continuous improvement within the organization.

ESPN Referee - ESPN

(2012-01 - 2012-09)

• Chosen by the Disney Tournament Board of Directors from a pool of referees who participated in Disney-sponsored events, highlighting exceptional skills and contributions in various areas such as referee assignments, administrative tasks, and referee assessments.
• Contributed expertise and leadership to the officiating community, promoting growth and development among fellow referees and fostering a culture of excellence within the organization.

Service & Installation Technician - Plante Communications

(2008-05 - 2010-07)

• Installed new phone and ethernet systems, ensuring seamless communication infrastructure for the organization and its clients, enhancing operational efficiency.
• Updated outdated systems for both existing and new clientele, improving reliability and functionality of communication networks, resulting in increased client satisfaction.
• Provided expert assistance to clients with their communication needs, offering tailored solutions and support, fostering positive client relationships.
• Successfully troubleshooted and resolved issues for customers during service disruptions, minimizing downtime and ensuring uninterrupted communication services.
• Recommended and promoted new products and services to clients, aligning offerings with their specific requirements and preferences, enhancing customer satisfaction and loyalty.

AA - General Business - University of Central Arkansas (2006-05)