Assessing risk

Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. Supervise sales support staff, and create a fun and productive work environment.Achievements:• Outperforming "high-reach" sales targets monthly.• Earned awards for excellent in sales performance in my first month of joining the agency.• Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs (Retiree and newly employed as part of my major client in this regards).• Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.• Increased referral business by 80% in the agency/unit. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.

Risk managment with adequate analysis.