Kade Peterson

• Educated clients on different financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Applied sales techniques that were tailored to Equitable products such as Life Insurance and Annuities
• Worked heavily with educators as I helped them understand how their pension is calculated and how to maximize their retirement planning
• Taught new hires firm policies, procedures, and best practices to ensure a seamless integration into the team as well as amplify their practice.

• Oversaw contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
• Resolved client concerns related to home purchases and selling strategies to maintain customer relations.
• Performed home evaluations and developed competitive market analysis for individual homes in the surrounding areas.
• Advised clients on market conditions/property value for informed decision-making and future opportunities.

• Managed the safe and efficient operation of recreational facilities including gymnasiums, local ballparks, and the public pool. All while ensuring a positive experience for the participants.
• Collaborated with fellow staff members to develop a well-rounded schedule of community events, resulting in higher attendance rates.
• Registered children at the town sponsored summer camp and professionally answered inquiries from parents.
• Trained recreational aides on proper methods of counseling and safety procedures to provide a welcoming environment at the summer camp.

.