Pearce Giles

• Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
• Established strong and positive working relationships within organization to contribute to team success.
• Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
• Supervised daily asset movement, new account development and trade review.

• Effectively built relationships with both established and potential customers. Was responsible for Cold Calling/emailing as well as appointment setting.

• Explained to customers benefits of certain types of equipment and apparel and discussed product features.

- Assisted customers in selecting appetizers, entrees and desserts and recommended alternative items for food allergies and gluten intolerances. As well as assuring they have a fun, safe, and memorable experience at our venue!

- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.