Anna Allan Email & Phone Number

With over five years of progressive experience in sales, customer success, client management, client retention, and business development, including my role as Sales Team Lead at RTS Financial, I've honed a robust skill set in customer success, client retention, and sales forecasting. At the heart of my approach lies a dedication to strategic leadership, ensuring that sales strategies and client retention align with the organization's mission and culture. My previous tenure as Business Development Manager at RTS Financial, coupled with my experience as an Account Executive at EPIC Insurance Brokers & Consultants, has empowered me with a deep understanding of market dynamics and client engagement. I am passionate about leading teams to excel by fostering relationships and delivering high-quality service that resonates with the company's clients, driving sustained growth and success.