Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
• Assumed comprehensive sales responsibility internally for the entire state of Michigan, ensuring consistent market penetration and revenue growth
• Collaborated closely with two external partners to align sales strategies and maximize market coverage for retirement plans up to $30,000,000 in assets
• Monitored market trends and competitor activities to adjust sales tactics and maintain a competitive edge
• Trained and mentored junior sales team members to enhance their skills and improve overall team performance
• Desk leader in mastering the John Hancock Open Architecture Platform operations for larger and more complex 401(k) clients