MEGAN B CLAY

• Determine customers' financial services needs and prepare proposals to sell services that address these needs
• Contact prospective customers to present information and explain available services
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
• Interviewed clients to better understand financial positions and assets ready for investment.
• Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.
• Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
• Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
• Continuously monitored market trends to stay up-to-date on relevant news affecting clients'' portfolios, enabling proactive adjustments when necessary.

• Attend community events to promote services and build community relationships
• Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints
• Hire, train, and evaluate personnel, promoting or firing workers when appropriate
• Enforce safety, health, and security rules
• Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll
• Use computers for various applications, such as database management or word processing
• Maintain scheduling and event calendars

When I was asked to take the store over again, it was in complete disrepair and ranked in the bottom 200 out of roughly 1400 stores. Within 2 years, I had improved our numbers enough to be consistently within the top 100 and was asked to relocate the Topeka store where I was consistently within the top 5 stores in the entire company.

• Determine customers' financial services needs and prepare proposals to sell services that address these needs
• Contact prospective customers to present information and explain available services
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients

• Attend community events to promote services and build community relationships
• Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints
• Hire, train, and evaluate personnel, promoting or firing workers when appropriate
• Enforce safety, health, and security rules
• Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll
• Use computers for various applications, such as database management or word processing
• Maintain scheduling and event calendars