Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining processes for optimized support and work.
Guided participants in development of realistic goals and enhanced accountability on financial matters.