
Outgoing Volunteer providing experience helping Teen Hope with daily tasks and needs. Friendly and helpful when assisting employees and visitors requesting services. Driven by cause to work diligently to accomplish measurable impact and wanting the best for the teens in our communities.
Strong networking and ability to identify potential target market
Identify potential clients, generate leads, and collaborate strategies.
Introduced and educated prospects/clients on various financial products and services
Prepare and implement clients' portfolios that support their goals with financial products
Directed/closed sales of financial products and services to individual, families, and small business organizations
Ranked 1st in Financial Executive at firm most sales in a quarter ( 2009 & 2010)
Update/advise clients on bi-annual or annual basis regarding their portfolios, products, and services
Interacted with people of various communication levels, and modify language to meet the clients' needs
Plan and carried out presentations for potential prospects and clients.
Advise clients on specific financial topics tailored to meet their financial needs