Performance-driven professional with extensive sales experience primarily focused on Relationship Management and Sales activities. Consistently acknowledged for achieving and exceeding objectives through exceptional relationship building skills, accurately assessing client needs, and identifying appropriate solutions. Valued for ability to leverage customer service expertise to increase sales and client retention. Highly motivated to succeed.
Prospect for new business, Present solution based products and services, Manage customer needs and expectations
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Retirement Plan Consultant-Employer Sponsored Retirement Plans
AXA-- Equitable
Apr 2016 - Aug 2018(2 years 5 months)
• Cultivated relationships with potential and newly acquired clients • Guided clients to create a successful marketing plan • Organized events and attended industry conferences to market for new clients
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Retirement Service Representative
Empower Retirement Plan Services,
Jan 2016 - Apr 2016(4 months)
• Presided over client management meetings • Educated clients on the benefits of their program • Created referral opportunities through marketing events •
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Retirement Plan Consultant-Employer Sponsored Retirement Plans
AXA--Equitable
Nov 2011 - Dec 2015(4 years 2 months)
• Cultivated relationships with potential and newly acquired clients • Guided clients to create a successful marketing plan • Organized events for prospective clients
V
Retirement Consultant
Vision Point Advisors,
Aug 2010 - Jan 2011(6 months)
• Sought out new business with prospective clients • Offered advisory services to clients • Coordinated ongoing education to clients