Breeyanna Martens

• Prepared presentations for clients on proposed investment plans and strategies.
• Maintained up-to-date knowledge of relevant regulations governing the financial services industry.
• Created detailed reports on investment trends and portfolio management strategies.
• Collaborated with internal teams to develop marketing materials for prospective clients.
• Performed quantitative analysis using sophisticated software tools.
• Reviewed contracts related to investments for compliance with applicable laws.

• Dictated business approach by creating plans for production, sales and budgeting.
• Prepared and implemented detailed budgets, managing daily expenses and maximizing profit.
• Managed all aspects of business ownership and operational management, keeping business running smoothly.
• Maintained activity log to track daily tasks, record customer feedback.
• Reviewed financial statements, sales and activity reports, and other performance date to measure productivity.

• Set prices and credit terms for goods and services, based on forecasts of customer demands.

• Conducted market research to inform product development decisions and identify potential growth areas.
• Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.

• Called and met with regular and prospective customers to build long-term customer relationships and networks.
• Scheduled sales presentations to promote company programs and educate clients on offerings.
• Remained current on relevant product and industry information to provide up to date catalogs and services.
• Adapted to and remained flexible in changing, fast paced work environment.
• Developed and maintained strong customer relationships and networks within designated sales territory.
• Tracked sales numbers and issued progress reported to executives for review
• worked with management teams to develop annual sales plans goals and targets.

• Directed employee tasks and time management, improving customer experiences.
• Coached employees on customer service and selling techniques.
• Built employee knowledge with training and mentoring.
• Used proven customer engagement techniques to improve sales.
• provided performance feedback and coaching to employees.
• Led floor sets following directives to update store appearance.
• Achieved high per customer sales to meet company expectations.