Senior Account Manager
CurrentIn this role my focus has been on building and maintaining relationships with key decision makers at my groups within the K-12 education community. I have developed a deep understanding of the intricacies of school district HR, Benefits, Payroll, and Business offices in order to help provide tailored support for our products and services. On a daily basis I worked directly with educators in a 1-on-1 capacity to help identify financial needs and goals. From there, I would provide robust solutions to help secure their financial future. Other duties include routine public speaking during conducting staff meetings and group presentations, as well as conducting virtual, benefits-focused, meetings.I have exceeded my quota in sales production each year and have helped grow my individual accounts by over 24% on average, year over year. I have secured my SIE, Series 6, and Series 63 licenses, and am a registered representative with FINRA. Over the past 3 years, I am very grateful to have been the recipient of the "Team Player Award" each year, as voted by my peers.