I am studying for the SIE and plan to take the test soon. I believe that financial success is achievable for all people from all walks of life, with proper planning and investing. I would like to help those realize and accomplish their goals . Participated in Transition to Leadership program through TransformCo, it provided tools to transition into a leadership role within the company. Driven Lead Sales Associate with proven success in leadership roles and extensive knowledge of HVAC and Core product sales. Committed to exceeding goals, working closely with coworkers and closing sales quickly. Expertise in various sales tactics and negotiations. Seasoned Sales Associate with consistent record of exceeding quotas in sales environments. Delivers exceptional customer service and product expertise to drive customer satisfaction ratings. Proficient in use and troubleshooting of company specific systems. Supportive facilitator with account management experience and expertise in fostering effective partnerships with other employees and companies. Motivated client advocate proven to maximize customer satisfaction. Talented portfolio manager with capacity for maintaining financial budgets and success.