Chuck Gross, President Email & Phone Number

Greater New York City Area

Providing Corporate Training services to Small & Mid-Size Businesses.

Lakewood, New Jersey

I researched, created and presented a complete training program for On-Boarding New Employees, On-Boarding New Facilities, the "Real-Time" Alerts Team and the Dispute/Credit Team. This included researching Medicare, Medicaid and Third Party drug reimbursement procedures for nursing home residents. Created training modules for each department to train their.

Revamped the Training curriculum to focus specifically on the essentials of CRE mortgage brokerage from prospecting through closing. Worked with senior management, senior brokers, underwriters and lenders to distill the process into its required steps. Turned that into a one page Deal Worksheet so nothing would fall through the cracks. Created "metrics for.

New York, NY

Sales Trainer, Recruiter and Manager in two of the largest agencies in the company. Learned and applied the essentials of sales and corporate training practices in a highly regulated industry. Presented at national company-wide, train-the-trainer conferences. Recipient of 6 Company-wide Awards in New Agent Production, New Agent Retention and Agency.

Paramus, NJ

Culmination of 10 years in active sales roles in the Insurance and Financial Planning space. Did the prospecting, approaching, fact-finding, presenting and closing in a very competitive and highly regulated industry. "Been there and done that" of which I now train and mentor to excellence.

Chartered Financial Consultant / Chartered Life Underwriter, Financial Planning And Services

Bachelor Of Arts - Ba, Social Sciences