• Educate and advise sales associates in systems, products, policies and procedures. • Assist sales management in developing incentive programs and team building activities for the district and developing action plans and coaching mechanisms for financial representatives. Monitor reports to alert sales management of potential issues.• Perform office audits to ensure compliance with marketing requirements, out of balance processing, proper handling of funds (including AML guidelines)… Show more • Educate and advise sales associates in systems, products, policies and procedures. • Assist sales management in developing incentive programs and team building activities for the district and developing action plans and coaching mechanisms for financial representatives. Monitor reports to alert sales management of potential issues.• Perform office audits to ensure compliance with marketing requirements, out of balance processing, proper handling of funds (including AML guidelines) and ethics standards.• Act as liaison between clerical associates, clerical management and sales management. • Provide stellar customer service by thoroughly researching, analyzing and resolving escalated cases and client complaints.• Foster a culture in the district which promotes open communication, integrity, professionalism, customer service, teamwork and a sense of urgency. Show less

• Assistant to twelve representatives over twenty-one months. • Interfaced with current clients, prospects and cold sources to create interest and secure appointments. • Supported representatives at prospecting and marketing events.• Managed schedules, created scripts, developed prospect tracking system.• Achieved excellent dials per hour and contacts per dial ratios.

• Managed all Canadian accounts and several national accounts, including all online vendors: Target.com, Amazon.com, Sur La Table, Skymall, Frontgate, etc.• Handled telephone and email inquiries from consumers, dealers and sales representatives.