Allison Clark

● Led sales presentations for prospective clients, securing interest in plans under $2M

● Conducted outbound prospecting to expand Richmond territory client base

● Crafted sales proposals tailored to meet specific client needs, enhancing engagement

● Represent the team in marketing efforts both internally and externally

● Consistently meet with external partners to discuss various strategies for both prospecting and implementation

• Delivered exceptional customer service by managing 800 inbound calls from advisors, facilitating new business opportunities.
• Developed and maintained strong relationships with advisors and third party administrators to enhance business opportunities.
• Assessed and priced prospective business to align client needs with profitability goals.
• Supported 10+ internal wholesalers and sales representatives, ensuring their needs were met efficiently.
• Led planning of office events and project management to enhance team collaboration.

• Managed multi-line phone system to efficiently respond to inquiries and direct calls to appropriate departments.
• Oversaw client accounts by accurately obtaining, recording, and updating personal and financial information.
• Protected clients' rights by maintaining confidentiality of personal and financial information.