In this role I provided an exceptional client experience while supporting the Financial Advisors in the Wealth Management Department. I was responsible for preparing account opening documents, preparing open enrollment kits, creating presentation materials for client meetings, and supporting the Financial Planners in all aspects of their client onboarding and retention goals.

Rapidly promoted over 5+ years due to meeting and exceeding performance goals from New Policy Consultant to GE Sales and Marketing Representative to Relocation Sales and Service Specialist to final role as Specialty Sales Consultant. Expertise in:- Cultivating sales leads on specialized projects; reaching out, advising, educating customers and prospects- Leveraging carrier relationships advocating customer needs, while representing Electric Insurance interests- Presenting and selling insurance options in Hurricane Irma and Harvey impacted areas- Identifying new business opportunities and selling additional coverage as needed - Fostering relationships with customers and employee affiliated groups to build referral business- Utilizing Spanish language to aid in customer understanding