•Built and maintained key relationships, driving subscription sales beyond targets.•Successful in multitasking and self-motivated to work remotely.•Establishing and supporting key relationships to increase subscription sales.•Educated subscribers on Alternative Investment Market reports, enhancing decision-making.•Acquired deep knowledge of Non-traded REIT market, contributing to informed sales strategies.•Achieved sales goals and service targets by cultivating and securing new customer relationships.•Provided ongoing education on Alternative Investment Market reports, improving subscriber decision-making.•Effectively addressed subscriber inquiries and facilitated renewals, ensuring high customer satisfaction rates.

•Coordinated with lenders, title companies, and agents to ensure smooth closings and resolve issues.•Monitored timelines, ensuring timely completion of tasks and documentation for each transaction.•Resolved any issues that may arise during a transaction quickly and efficiently.•Verified all documents were signed correctly before submitting them for processing.•Exceeded sales targets through strategic client engagement and market analysis.•Supported smooth transaction flow and expedited deal closures.•Worked with 'All Cash' Investor, closing 45-50 contracts monthly within 20 days.•Boosted efficiency by streamlining transaction processes, reducing closure times.•Ensured accuracy by meticulously verifying all transaction documents prior to submission.

In addition to the listed experience and skills, there is a gap in work history that will be addressed here. Our family faced significant family/personal medical issues that required full family attention and temporary leave from professional responsibilities. While this period presented personal challenges, it also instilled a deep appreciation for the importance of prioritizing and maintaining open lines of communication during challenging times. While this time was trying, we also emerged from this experience with renewed energy and a strong dedication to our work.

•Supported administrative tasks, managed inquiries, scheduled meetings, and prepared presentations.•Maintained client relationships, prospected new leads, and resolved customer complaints efficiently.•Scheduled meetings for our wholesalers, with Financial Advisors, and RIAs.•Received team recognition for achieving the highest level of regional sales growth for 2007-2008 bolstering sales from $750K to $3M. •Received team award for generating the highest mutual fund sales in 2001.•Grew and developed the Financial Institution arm of the new business development department with team members. •Vital member of two/three-person team.•Built strong relationships with gatekeepers and FAs.•Provided thorough and precise training to all new Sales Coordinators within fourteen sales regions.•Maintained client relationships and prospected new leads through cold calling and networking.•Utilized CRM to enhance report accuracy and client interaction tracking, boosting insights.•Pioneered new client acquisition techniques, significantly expanding market footprint.•Fostered team growth and skills development through effective mentoring and leadership.