Amaris Turner, Mba Email & Phone Number

Orlando, Florida, United States

• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

Clermont, Fl

Clermont, Fl

Orlando, Florida Area

*Indpendent Life, Health, and Annuity Insurance Brokeroffering Total Insurance Solutions including Life Insurance, Key Person Insurance, Buy/Sell Funding, Executive Bonus, Wealth Transfer Options, Medicare Advantage, Disability Insurance, Sickness & Injury Insurance, & Annuities.

Orlando, Florida Area

Core Competencies: -ROI/Sales Revenue Generation -Human Capital/Multicultural Staff Management -Risk Management -Organizational Change Management -Strategic Implementation and Alignment -Customer Retention Management -Value Proposition & Competitive Analysis *Regional Sales Leader in 2007 & 2008, achieving $288,839 of profitable growth and $430,443 of new business premium issue.*Company Sales Leadership Club Member (2007-2009), Council Member (2010), and "President's Trophy" recipient (2007-2010).*Member of NAIFA (National Association of Insurance and Financial Advisors) and received the "National Sales Achievement Award" in 2009 for sales achievement and high standards in the insurance industry.*Selected from company management pool as a company New Agent Training Instructor in 2008.*Chosen as a Company Mentor in AGLA's Mentoring Program for Saleswomen in 2009, upon program inception.*Plan and direct weekly recruiting, training, agency audits, and performance evaluations to develop and control sales and service programs.*Provide basic and advanced training in planning and goal setting, with continued leadership of 15 to 25 agents, achieving significant improvements in productivity.*Direct multicultural sales training and staff diversity training.

*Negotiated and sold life, health, and annuity insurance contracts through a needs-based sellingsystem.*"Award of Excellence" recipient in 2006 for outstanding sales performance.*Managed affinity relationships, such as the NFIB and the U.S. Chamber of Commerce.*Represented company at trade association meetings to promote products.*Contributed to the company's success by conducting market and trends analysis for sales market growth.*Monitored customer preferences to determine focus of sales efforts.*Conferred and consulted with business owners to coordinate insurance benefit enrollments for employees.*Resolved customer complaints regarding sales and service.*Reviewed operational records and reports to project sales and determined profitability.

*Provided superior customer service through problem solving, critical thinking, and using a needs-based approach.*Advanced company initiatives by opening new bank accounts (including IRA's, Certificates of Deposits, Annuity and Life Insurance products), consumer and business sales consulting and application, money transfers and cash handling, and providing financial services consulting.*Key holder leading in branch opening and closing activities.*Trainer within the branch that supervised bank operations, including teller and vault operations, and leading team meetings. *Involved in team-based branch management and marketing.

*Vault teller with significant cash management skills, account reconciliation, and oversight.*Demonstrated ability to work well under pressure, multi-tasking, and problem solving. *Key holder leading branch opening and closing activities. *Good communicator with the ability to understand client needs and develop viable solutions. *Motivated others to excel by leading by example.

Tobacco Treatment Specialist, Tobacco Treatment Specialist (Tts)

Mba, Business Administration

Bachelor Of Science In Management, Business Management

Activities and Societies: Graduated with Honors

Associate Of Arts - Aa