Teresa Young, Crpc®
About Teresa Young, Crpc®
Teresa Young, Crpc®, is a Financial Sales Manager at Western & Southern Financial Group, where she has worked since 2019. With extensive experience in financial advisory roles at various institutions, she focuses on identifying clients' financial goals and developing actionable plans to achieve them.
Work at Western & Southern Financial Group
Teresa Young has served as a Financial Sales Manager at Western & Southern Financial Group since 2019. In this role, she utilizes her extensive experience in the financial services industry to drive client engagement and retention. She focuses on building strong relationships with clients and enhancing their financial literacy through educational seminars. Her leadership in the sales process helps her team of advisors achieve their sales goals and improve client satisfaction.
Previous Experience in Financial Services
Teresa Young has a diverse background in financial services, having worked in various roles across multiple organizations. She was a Financial Advisor at Merrill Lynch / Bank of America for one year in Honolulu, Hawaii, and served as an Investment Executive at Fifth Third Securities from 2011 to 2013 in Barrington, Illinois. Additionally, she held positions at Citigroup-PFS Division as Senior Regional Manager and at AXA Equitable as a Financial Advisor, contributing to her comprehensive understanding of the industry.
Education and Expertise
Teresa Young holds a Bachelor of Arts in Marketing, Advertising & Graphic Design from Columbia College Chicago. She also has an Associate of Arts from Harper College, where she minored in Fine Art. Furthermore, she has achieved a Certified Public Accountant (CPA) certification and a Chartered Retirement Planning Counselor (CRPC®) designation. Teresa is currently pursuing her Certified Financial Planner (CFP) certification from The American College, further enhancing her expertise in financial planning.
Mentorship and Leadership
In her current role, Teresa Young mentors teams of advisors, focusing on all aspects of the sales process. She emphasizes the importance of collaboration and education in achieving financial goals. By leading financial seminars, she educates both clients and peers, simplifying complex financial information to enhance understanding. Her leadership style fosters a supportive environment that encourages professional growth and development among her team members.
Client Relationship Management
Teresa Young is skilled in deepening client relationships, which has resulted in increased client retention and referrals. She capitalizes on networking events to expand business opportunities and successfully builds new books of business through targeted prospecting efforts. Her approach to client management drives value to her organization and contributes to overall revenue growth.