Rita Tyldesley

• Assists in all aspects of the sales process.

• Work with Senior Wholesalers to generate new business and increase Life, Disability and LTC sales.

• Communicates to Financial Advisors in other regions and introduce Life and LTC products both in person and by phone.

• Assists in case analysis and presentation.

• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.

• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.

• Responds to requests from Financial Advisors who need assistance in selling products.

• Performs other duties and responsibilities as assigned.

• Enter and maintain customer information in the CRM system.
• Maintain data of prospects and existing customers in CRM for sales and after sales servicing.
• Build and nurture relationships with prospect advisors to ensure effective two-way communication and issue resolution.
• Assist in sourcing new financial advisor affiliations and creating business development strategies.

• Schedule face to face appointments for External Wholesalers and virtual appointments for Internal Wholesalers.
• Verify information on in-force contracts using pre-made templates.
• Database management.
• Assists in supporting marketing campaigns.
• Assists in the creation of client proposals and Morningstar reports as needed.
• Assisting advisors with life and LTC case designs.
• Directing advisors to appropriate departments to resolve issues.
• Train new advisors on insurance and other systems.
• Train new team members.
• Enter and maintain data in the CRM system.
• Collaborate with other departments for processing of applications.

• Met with customers to assess needs, financial status and eligibility.
• Received customer applications and followed up with clients to obtain missing information before submission.
• Increased customer service rates by working closely with clients to resolve issues quickly and accurately.
• Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
• Created and implemented business and marketing plans to drive growth.
• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

• Increased customer satisfaction by resolving quality issues.
• Regularly met with clients located in all parts of FLorida.
• Processed all daily orders, returns and credits.
• Utilized various sales techniques to develop relationships with customers and drive sales.
• Devised and implemented product strategies for filling market gaps and driving consistent sales.
• Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
• Demonstrated products and specific features at customer locations and special events.
• Performed cold-calling and follow-ups with leads to secure new revenue.
• Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
• Forged and nurtured impactful relationships with customers to cultivate loyalty, boosting customer satisfaction ratings.
• Researched potential clients and markets to prepare for appointments.
• Met frequently with production management and personnel to stay current on company offerings.
• Serviced existing accounts on regular basis to maximize revenue.

• Worked with customers to understand requirements and provide exceptional service.
• Adapted sales techniques to specific clients and promoted products based on individualized client needs.
• Set up appointments with potential and current customers to discuss new products and services.
• Researched potential clients and markets to prepare for appointments.
• Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
• Demonstrated products and specific features at customer locations and special events.
• Resolved issues that impacted sales and business outcomes.
• Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
• Used consultative sales approach to understand customer needs and recommend relevant offerings.

• Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
• Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
• Provided an elevated customer experience to generate a loyal clientele.
• Routinely answered customer questions regarding merchandise and pricing.
• Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
• Built long-term customer relationships and advised customers on purchases and promotions.
• Answered an average of 40 calls per day by addressing customer inquiries, solving problems and providing new product information.
• Developed reputation as an efficient service provider with high levels of accuracy.
• Documented all customer inquiries and comments thoroughly and quickly.
• Responded to all customer inquiries thoroughly and professionally.
• Answered customer questions about product availability and shipment times.
• Processed all orders in SAP including Publix , Red Lobster, Bonefish Grill, BJ's, Cheesecake Factory etc.
• Efficiently dealt with returns and credits.
• Liaising with production staff and sales representatives.
• Co-ordinate deliveries