I am a highly motivated, results-driven, and financial professional with over 10 years of experience in the banking industry. I have a proven track record of success in the areas of financial services, and sales.
analysis, tax, clients, organization
brokerage, networking, marketing, increase, social networking, twitter, clients
Perform analysis of financial data to determine the best solution for client needs. Provide recommendations for products and services.
Educate clients on the importance of tax and retirement planning, and organization of their financial needs. I am also responsible for the development of a new client base.
Prepare financial statements for clients to help them understand their financial goals. Provide information on the client's current situation and make recommendations for changes to the client's financial situation.
Created marketing campaigns, including social media, networking, and cold calling. Managed and maintained a high level of client relationships.
Worked with clients to develop and implement marketing strategies, including social media, direct mail, and telephone. Created and maintained a positive relationship with the company.
Conducted market research to determine the best product for the company. Created a marketing plan to increase sales. Developed a new website for the company.
Managed and maintained a high level of customer relationships and the ability to build a strong client base. Increased sales by 30%.
Increased sales by developing and implementing a marketing plan, including cold calling, email, and web pages. Personally generated over $1.