Investigations.Disciplinary Actions.Interviewing.Customer Service.New hire paperwork and I-9’s.Tracking of attendance point system.FMLA, LOA and Work comp.Unemployment and hearings.Power point special projects.

Meet with clients in their home to discuss benefits and collect referrals.Customize a plan to fit the financial needs of individual familities. Hire and train new agents.Motivate other agents and keep good moral in the office.

Independently distribute Mona Vie products.

All paperwork for new and existing clients, conducting transfers between accounts, taking distributions and signing up for qualified, non -qualified and alternative investment and stock accounts.Tracking RMD’s, wrap fees, top stock positions and riders on annuities.Customer service and receptionist.Paying monthly payroll taxes.Organizing client appreciation dinnersEducation clients on life insurance and assessing their needs for their future.BNI SEEDS chapter member.

Meeting with clients in their home to educate them on finances.Interviewing, hiring, and field training with new recruits.Conducting weekly ongoing training courses.

Managed a team to ensure proper training and customer service.Managed schedules and completed payroll for my team.Conducted daily training meetings and conference calls.Traveled 98% of the time.Test marketed new products and trained other offices on sale techniques.

Generalist- overseeing 5 HR personnel

Generalist

Marketing and sales of various Melaleuca products. Customer service.