Danielle Spriggs Email & Phone Number

Jacksonville, Fl, Us

Jacksonville, Fl

• Deliver financial advice and guidance tailored specifically to each client’s individual needs• Recommend investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences• Balance investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to a day-to-day and longer-term plan • Work with specialists in identifying banking, lending, planning and investment solutions for clients• Completed all required training, obtained industry licenses, currently maintaining continuing education requirements

·Responsible for the sales and servicing and growth of over 200 accounts with over $1.8 million in annual revenue·Contact over 50 customers and prospects daily in order to seek opportunities to increase business in the current account base and open new business accounts by utilizing sales techniques to cross sell, up-sell, and provide professional customer service·Attend weekly vendor meetings to expand knowledge of the Barnett brands’ full product line·Create innovative team building activities to increase motivation and assist the team in meeting monthly goals

Recruited as a key member to start up a new division within AT&T selling internet advertising solutions and completed a three week intensive AT&T sales training courseWorked in a division that focused on providing small to medium size businesses with a full spectrum of online advertising including: SEM, SEO, SEI, Internet Yellow Pages, Websites and Direct MarketingUtilized best practices, superior product knowledge, cold calling skills and referrals, which resulted in meeting and exceeding company objectivesReceived positive feedback from clients, potential clients, and upper management

Processed phone and email requests from branch offices regarding product fees, trades placed in accounts and detailed restrictions within the products.Updated accounts when necessary to correct system errors in a timely fashionReferred specific products to financial advisors based on client needsCommunicated effectively and efficiently with clients, peers, and management concerning product and procedural changes.Maintained superior level of customer service as reflected in daily surveys and call reviews.

Assisted in executing game day promotional events as well as an awareness campaign designed to build and strengthen the Jaguars brand and create a larger area presence in the Jacksonville areaDesigned and implemented a database of local sponsors and securing locations for promotional events through coordination of cold calls to area businessesWorked with corporate sponsors such as Aetna and Prudential to plan and execute promotional events to create awareness for the team and its sponsors

Mba, Business Administration And Management, General

Activities and Societies: Delta Gamma

B.S, Business Administration; Marketing

Marketing/Management