Served as initial contact with new business to sell financial services, build relationships, and resolve conflict. Trained and educated 65 accounts on products through presentations, consultation, and preliminary underwriting approval. Increased revenue on existing clients, and solicited new clients through market research, marketing, and relationship building

Worked with 125 consultant accounts as liason between several departments and external companies on approval of new business. Served as primary contact to clients in issues of conflict resolution, underwriting analysis, and relationship building.