Angelic Haliga
ANGELIC HALIGA
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EDUCATION & University of Wisconsin-Milwaukee
TRAINING Bachelor of Business Administration
Major: Finance, Minor: English
Graduated: December 2011
SKILLS Speak, read, write fluent Spanish. Proficient in Microsoft Office including
Excel, Powerpoint, and Outlook. Excellent written and verbal communication skills-able to speak in front of large groups. Excellent time management and attention to details. Experienced in reading and interpreting retirement documents. Knowledgeable in DOL,
ERISA, and IRS policies. Significant knowledge of 457b, 403b, 401a, and 401k.
CERTIFICATES FINRA License Series 6 and 63, CRPC, and State Insurance License.
EXPERIENCE Empower Retirement
Sr Retirement Consultant December 2019-Present
Lincoln Financial Group
Dedicated Retirement Consultant July 2018-November 2019
• Act as a backup for Retirement Consultants.
• Follow up with participants after their New Hire Orientation.
• Coordinate with department leaders to schedule the services of a retirement consultant for their department.
• Run reports for my work initiatives as often as needed.
• Meet one on one or talk over the phone with participants in the retirement plan.
• Responsible for my book of business through participant growth, asset gathering, retirement planning, and servicing of employees.
• Maintain existing client relationships via verbal and written communication and onsite at the plan sponsor location utilizing a consultative sales approach.
• Conduct presentations on topics that range from retirement planning to market volatility.
• Submit client enrollment applications and service change forms.
Empower Retirement
Client Service Coordinator Oct 2017-July 2018
• Follow up on outstanding issues with internal functional areas as well as with external clients.
• Ensure that issues are being resolved and clients are kept apprised of progress.
• Participate in conference calls and meetings to assist plan sponsor to resolve questions or issues.
• Assist with the daily activities of the Client Service Manager staff.
• Work on Contact Service changes, Social Security Corrections, and fund changes.
• Assist with research and long-term projects.
• Act as final QA for certain aspects of Client Service Manager’s work.
Certified Retirement Plan Counselor Nov 2014-Oct 2017
• Assisted in developing the communication and education strategy for assigned plan(s).
• Set up and attended enrollment meetings and events.
• Established recruiting and enrollment goals to be met for the year.
• Produced quarterly reports for presenting at Select Committee meetings with year to date progress, comparisons, and goals.
• Facilitated communication and education strategy by conducting group meetings and one on one sessions with participants.
• Traveled throughout the County to meet face to face with possible recruits, facilitate presentations, or giving account reviews.
• Provided consultative expertise to employees to increase enrollments and retain new and current participants.
• Participated in hiring and training of new staff members.
• Helped with moderately complex problems or inquiries to ensure strong client relationships.
• Kept track of participant information and entered appropriate information into proprietary systems.
• Worked independently and with team.
• Stayed current with new and existing 457b legislation.
Client Service Representative May 2012-Nov 2014
• Answered incoming telephone inquiries including, but not limited to, requests for general account information, contributions and withdrawals, making changes, and tax questions.
• Conducted interviews in Spanish for possible candidates.
• Responded appropriately to questions relating to investments, in accordance with FINRA / SEC guidelines.
• Assisted participants through the navigation of the automated voice response system and the web site to execute financial transactions.
• Worked part time as teleworker.
ACTIVITIES Prospanica Committee
ANGELIC HALIGA
------------
------------
EDUCATION & University of Wisconsin-Milwaukee
TRAINING Bachelor of Business Administration
Major: Finance, Minor: English
Graduated: December 2011
SKILLS Speak, read, write fluent Spanish. Proficient in Microsoft Office including
Excel, Powerpoint, and Outlook. Excellent written and verbal communication skills-able to speak in front of large groups. Excellent time management and attention to details. Experienced in reading and interpreting retirement documents. Knowledgeable in DOL,
ERISA, and IRS policies. Significant knowledge of 457b, 403b, 401a, and 401k.
CERTIFICATES FINRA License Series 6 and 63, CRPC, and State Insurance License.
EXPERIENCE Empower Retirement
Sr Retirement Consultant December 2019-Present
Lincoln Financial Group
Dedicated Retirement Consultant July 2018-November 2019
• Act as a backup for Retirement Consultants.
• Follow up with participants after their New Hire Orientation.
• Coordinate with department leaders to schedule the services of a retirement consultant for their department.
• Run reports for my work initiatives as often as needed.
• Meet one on one or talk over the phone with participants in the retirement plan.
• Responsible for my book of business through participant growth, asset gathering, retirement planning, and servicing of employees.
• Maintain existing client relationships via verbal and written communication and onsite at the plan sponsor location utilizing a consultative sales approach.
• Conduct presentations on topics that range from retirement planning to market volatility.
• Submit client enrollment applications and service change forms.
Empower Retirement
Client Service Coordinator Oct 2017-July 2018
• Follow up on outstanding issues with internal functional areas as well as with external clients.
• Ensure that issues are being resolved and clients are kept apprised of progress.
• Participate in conference calls and meetings to assist plan sponsor to resolve questions or issues.
• Assist with the daily activities of the Client Service Manager staff.
• Work on Contact Service changes, Social Security Corrections, and fund changes.
• Assist with research and long-term projects.
• Act as final QA for certain aspects of Client Service Manager’s work.
Certified Retirement Plan Counselor Nov 2014-Oct 2017
• Assisted in developing the communication and education strategy for assigned plan(s).
• Set up and attended enrollment meetings and events.
• Established recruiting and enrollment goals to be met for the year.
• Produced quarterly reports for presenting at Select Committee meetings with year to date progress, comparisons, and goals.
• Facilitated communication and education strategy by conducting group meetings and one on one sessions with participants.
• Traveled throughout the County to meet face to face with possible recruits, facilitate presentations, or giving account reviews.
• Provided consultative expertise to employees to increase enrollments and retain new and current participants.
• Participated in hiring and training of new staff members.
• Helped with moderately complex problems or inquiries to ensure strong client relationships.
• Kept track of participant information and entered appropriate information into proprietary systems.
• Worked independently and with team.
• Stayed current with new and existing 457b legislation.
Client Service Representative May 2012-Nov 2014
• Answered incoming telephone inquiries including, but not limited to, requests for general account information, contributions and withdrawals, making changes, and tax questions.
• Conducted interviews in Spanish for possible candidates.
• Responded appropriately to questions relating to investments, in accordance with FINRA / SEC guidelines.
• Assisted participants through the navigation of the automated voice response system and the web site to execute financial transactions.
• Worked part time as teleworker.
ACTIVITIES Prospanica Committee