Beau Janousek
@beaujanousek
Experienced retirement consultant with a strong background in financial planning.
What I'm looking for
I am a dedicated retirement consultant with a passion for helping clients achieve their financial goals. With a Bachelor of Arts in Business Administration, I have developed a robust skill set in financial planning, investment strategies, and client relationship management. My experience includes working with diverse client bases, where I have successfully implemented customized financial plans that address investment, retirement, and estate planning needs.
Throughout my career, I have consistently exceeded industry benchmarks by conducting thorough financial analyses and managing asset allocations effectively. My role as a Technical Representative at Mizuno further honed my ability to educate customers and foster relationships, leading to increased customer satisfaction and sales conversions. I pride myself on my commitment to ongoing education and staying current with industry advancements, which enhances my ability to serve clients effectively.
In addition to my professional experience, I have a strong background in social media management and content creation, having contributed to the exponential growth of Zed Media's platforms. My diverse skill set, combined with my military background as an Administrative Support Specialist in the United States Navy, has equipped me with the leadership and analytical skills necessary to thrive in fast-paced environments.
Experience
Work history, roles, and key accomplishments
Retirement Consultant
Empower
Jan 2024 - Present (1 year 5 months)
Developed and implemented customized financial plans for a diverse client base, addressing investment, retirement, and estate planning needs. Conducted thorough financial analyses to evaluate clients' financial statuses, identify growth opportunities, and mitigate risks, leading to an increase in clients' portfolio performance.
Technical Representative
Mizuno
Jan 2023 - Present (2 years 5 months)
Conducted in-depth analysis of Mizuno's product line to adeptly educate customers during personalized fittings, resulting in heightened customer satisfaction and sales conversions. Demonstrated a commitment to ongoing education in the dynamic golf industry, staying abreast of the latest advancements in products like shafts, clubs, and golf balls, enhancing product knowledge and sales acumen.
Producer\Editor
Zed Media
Jan 2021 - Present (4 years 5 months)
Aided in the development of social media platforms, contributing to their exponential growth from inception to a substantial 1.7 million followers. Diligently managed and curated a community of over 1 million followers across diverse platforms, ensuring a positive and non-toxic online environment.
Personal Banker
KeyBank
Jan 2020 - Present (5 years 5 months)
Cultivated and fortified relationships with both new and existing clients, employing strategic rapport-building techniques. Meticulously managed client accounts, ensuring precision in financial transactions and records maintenance.
Administrative Support Specialist
United States Navy
Jan 2014 - Present (11 years 5 months)
Assisted the Command Financial Advisor by implementing budgeting plans, and properly informing individuals of their Thrift Savings Plan (TSP); Assisted with personnel tax preparation as an annual volunteer tax preparer. Studied historic ship records and thoroughly planned presentations to deliver to an audience ranging from tourists to high up military officials.
Education
Degrees, certifications, and relevant coursework
Virginia Wesleyan University
Bachelor of Arts, Business Administration
Studied Business Administration with a focus on entrepreneurial education and training. Completed specialized training in ship maintenance, Series 7, and Series 63.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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