 Determine customers' financial services needs and prepare proposals to sell services that address needs for every customer.  Prepare forms or agreements to complete sales. Sell services and equipment. Contact prospective customers to present information and explain available services. Develop prospects from current commercial customers, referral leads, or sales or trade meetings. Evaluate costs and revenue of agreements to determine continued profitability. Review business trends to advise customers regarding expected fluctuations. Make presentations on financial services to groups to attract new clients.

 Maintained 50 assigned account bases while developing new accounts. Prepare and deliver sales presentations to new and existing customers to sell products and increase existing sales.  Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences Prepare sales contracts for orders obtained, and submit orders for processing. Select the correct products or assist customers in making product selections, based on customers' needs, and product specifications. Collaborate with colleagues to exchange information, such as selling strategies or marketing information.

 Communicate with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers. Determine charges for services requested, collect deposits or payments, or arrange for billing. Solicit sales of new or additional services or products, Maintain monthly sales quota of twenty new activations and fifty upgrades.

 Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures. Plan and conduct new employee orientation as well as maintain a positive attitude toward organizational objectives.