Sondra Wright

Provide Education for target markets preparing for upcoming draw on Social Security benefits. Responsibilities include teaching how to maximize benefits and how to not leave anything on the table for retirement. Additionally, raising awareness to the importance of understanding you have one chance to properly plan for this payout. Providing an understanding of spousal benefits, ex-spousal benefits, and survivor benefits, and more. Making sure every person I help maximizes their benefits to the fullest. Also, providing future assistance as needed.

• Performed Social Security analyses to identify appropriate knowledge for future planning.
• Bring about awareness for important topics that are many times forgotten until it is too late.
• Provided a detailed explanation of findings for each client wanting to fully understand how to properly plan for what more than 50% utilize as their only form of income in retirement.
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• Developed comprehensive protection planning strategies for diverse client needs.
• Established and maintained strong client relationships through effective communication and trust-building techniques.
• Analyzed market trends to adapt service offerings and improve competitive positioning.
• Led team in creating educational resources to enhance client understanding of protection options.
• Streamlined workflow processes to increase efficiency in service delivery and client satisfaction.
• Mentored junior staff, fostering professional growth and enhancing overall team performance.
• Implemented feedback mechanisms to continuously refine services based on client input and market demands.
• Coordinated with external partners to expand service offerings and improve resource accessibility for clients.
• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Implemented marketing strategies to increase brand awareness and attract new customers.
• Established foundational processes for business operations.
• Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.

• Established and maintained strong client relationships through effective communication and trust-building techniques.
• Marketed our services to the public to build clientele within the community.
• Mentored junior staff, fostering professional growth and enhancing overall team performance.
• Implemented feedback mechanisms to continuously refine services based on client input.
• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Implemented marketing strategies to increase brand awareness and attract new customers.
• Established foundational processes for business operations.
• Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.