Connie Gross Email and Phone Number

Manage office operations and provide administrative support to financial advisors and associates for a Financial Planning business. Coordinate client correspondence and set up appointments. Develop, identify and implement efficient and effective work procedures and processes. Train new employees. Manage Calendar and scheduling needs of all associates. Manage multiple projects and priorities. Set up Social Media calendar and search engine optimization. Design marketing materials as needed. Plan client events to include golf outings, seminars and speaking engagements. Maintain client confidentiality and governmental compliance for the office.

Volunteer tutor for adult learners in writing, reading and simple math. Working one-on-one with learners to help them communicate better in their lives at home and work.

Increase the awareness of events at the school through working with local media, administration and faculty. Responsibilities include writing, editing and forwarding news releases as well as maintaining media relations with the news reporters and editors. Successfully published over 30 articles in the local newspapers from promoting plays to an acknowledging an outstanding student or teacher.

Independent Contractor/DemonstratorRecruited and trained over 20 consultants. Generated over $40,000 in individual sales through party demonstrations, associates sales and repeat customer orders.

Supervised, trained and hired marketing staff of 11. Managed core product line generating 70% of company sales. Utilized direct mail, conventions and advertising techniques to increase leads and generate direct sales. Created 80-page catalog. Responsible for annual product and service recommendations to the strategic planning executive committee . Developed annual budgets and product sales goals. Successfully launched five products which exceeded there sales goals their initial year. Created training and user manual for human resources software. Wrote and published company and departmental policies and procedures manual.

Held multiple increasingly responsible positions. Promoted the services of a national recruitment consulting firm. Directed production of newsletters, direct mail campaigns, various marketing materials, convention booth and public relations