Charles Turner

Guided individuals, families, and businesses towards the financial strategy that best meets their needs, leveraging our extensive product lines. Followed proven system to consistently exceed sales targets.

• Developed and maintained strong relationships with clients resulting in a 30% increase in client retention.
• Analyzed individual client's financial situation and risk tolerance to provide tailored recommendations, resulting in a 20% increase in policy coverage
• Utilized technology platforms, such as Google Drive and Excel, to efficiently manage client information resulting in a 15% reduction in administrative errors.

Managed daily operations, implemented strategic initiatives, and oversaw a team of employees to drive business growth and maximize profitability.

• Led a team of 15 employees to achieve and exceed sales targets, resulting in a 25% increase in annual revenue.
• Implemented cost-saving measures, resulting in a 15% reduction in operational expenses.
• Developed and executed marketing campaigns that increased customer acquisition by 20%