Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Life and Health License
SIE, Series 6, Series 63
Life and Health License
SIE, Series 6, Series 63