Daniel S. Email & Phone Number

Florida, United States

Miami-Fort Lauderdale Area

Miami-Fort Lauderdale Area

• B2B Hunter • Responsible for driving full sales cycle sales and exceeding weekly, monthly and quarterly goals.

Miami/Fort Lauderdale Area

• Enthusiastic, highly motivated self-starter with an intense focus on results & acting in the best interest of high net worth clients. • Active NMLS registration • Florida commissioned Notary. • Responsible for driving revenue growth within the firm and exceeding quarterly goals.

• Customer service focus with experience handling complex transactions across multiple systems• Experienced proactively engaging with customers through outreach via phone or email• Ability to influence, educate, and connect customers to technology• Ability to help customers succeed financially by offering introductions to additional team members as appropriate

• Employee of the Month (x3)• Trained and capacitated new hires in regards to company policies, procedures and regulations.• Created employee schedules, managed breaks/lunches and granted all PTO/Time off requests.• Conducted quarterly performance assessments & prepared annual objective reports.• Offered and enrolled individuals in college level classes that meet their needs, while also meeting desired department goals.• Assisted with the coordination of orientations and enrollment.• File, answers phones, sorts incoming mail and delivers outgoing mail. Prepare and processes all necessary forms, including Request for Personnel Action, equipment requisitions and mileage reimbursements.

Miami/Fort Lauderdale Area

• Maintained & managed a book of business while successfully fulfilling weekly, monthly and quarterly goals. • Consulted with clients about banking, securities, insurance, and other related services.• Responsible for weekly outreach quotas

Business/Commerce, General, 3.9

4.0

Activities and Societies: Student Government President, PTK Honor's Society