Education Counselor
CurrentResponsible for aligning financial goals with TD Ameritrades financial offerings with new and existing clients.Consistently maintained an average 130% to quota, retained 80% of new clients, and helped a branch go from#80 in the country to #8 in 6 months.Having achieved consistent high-level performance, asked to add a specialized sales& marketing role traveling the country conducting seminars/workshops.Recognized several times for the quarterly "Elite Sales Rep" award. This is given to only top 10% based onall factors including revenue production, client retention, and daily work output.