Destiny Jones Email and Phone Number

- Contribute to monthly sales goals through cold calling and potential new member outreach. - Responsible for customer service inquiries, requests, concerns, and keeping up with members’ expectations. - Meet performance sales indicators; guide customers through purchasing a membership and merchandise/retail sales.

- Assisted in the implementation of strategic projects, ensuring alignment with corporate goals and objectives.- Collaborated with cross-functional teams (QA/QC, Advisor Onboarding/Transitions) to gather and analyze financial data, facilitating data-driven decision-making processes.- Participated and led final presentation proposing ways in which the RIA team could better function and interact with advisors. - Demonstrated proficiency in utilizing strategic management tools and… Show more - Assisted in the implementation of strategic projects, ensuring alignment with corporate goals and objectives.- Collaborated with cross-functional teams (QA/QC, Advisor Onboarding/Transitions) to gather and analyze financial data, facilitating data-driven decision-making processes.- Participated and led final presentation proposing ways in which the RIA team could better function and interact with advisors. - Demonstrated proficiency in utilizing strategic management tools and methodologies to enhance overall organizational effectiveness. Show less