I plan, execute and analyze strategic initiatives which contribute to the acquisition, growth and retention of clients and prospects either defined in the annual marketing plan or as deemed necessary to advance the objectives of GuideStone insurance products and services.

Responsible for case design, illustrations, product questions, literature requests, website assistance, competitive analysis and information gathering for producers and back office personnel.

Responsible for servicing new and existing customers with financial products and banking needs. • Built relationships with customers by providing them with products and services that met their ever-changing needs• Responsible for acquiring, retaining and deepening customer relationships

Responsible for guiding clients through the college admissions/financial aid process and developing a financial plan to best meet the needs of clients to fund college. • Provided a wide range of college funding services including development of cash flow strategies, calculation of expected family contribution (EFC), analyzed student loan information, suggested funding options, and determined tax strategies

Responsible for new customer growth, fact-finding to gather necessary information regarding their present situation, providing analysis of their financial landscape and presenting solutions that meet their financial objectives.• Conducted Financial Needs Analysis and recommended appropriate products to meet client needs based on risk tolerance, financial goals, and individual circumstances• Educated and sold clients financial products including various types of Life Insurance policies, Long-Term Care, Disability, Mutual Funds, Annuities and 529 plans