Key representative of Las Palmas in Laguna Woods, one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for the Executive Director and Business Manager. Las Palmas is a retirement community with an innovative approach to senior living dedicated to delivering genuine hospitality.

Key representative of Maravilla Scottsdale one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for the Executive Director and Business Manager. Maravilla is a distinctive resort-style retirement community with an innovative approach to senior living dedicated to delivering genuine hospitality.

Administrative assistant at large corporate office location, duties included assisting management and agents with time-sensitive marketing projects and mailings; responsible for scheduling and coordinating communications between agents and clients, including following up on information requests in a timely manner; also charged with answering multiple phone lines and greeting brokers and their clients in a busy, high-energy office environment. Experienced in NWMLS Matrix and MS Office Programs.

Key representative of Maravilla Scottsdale one of SRG’s senior living communities, charged with increasing public awareness of the independent living and/or assisted living community; responsible for community relations and customer service; supports the needs of both residents and visitors to the community; also provides administrative support for the Executive Director and Business Manager. Maravilla is a distinctive resort-style retirement community with an innovative approach to senior living dedicated to delivering genuine hospitality.

As Marketing Director and Executive Assistant to the President and Managing Director of a financial services firm. Hosted and coordinated all meetings and corporate events for our clients and vendors; created powerpoint presentations and materials for all seminars and speaking engagements. Prioritized tasks and completed multiple projects in a time sensitive environment and follow-up to insure client satisfaction. Established a presence in the community and assisted in building strong client relationships

Consulting

Conducted professional sales and customer service training to all business lines, including supervisory and manager level employees; training increased employee’s sales by 10% and raised the quality of their sales presentations. Developed training materials, reviewed and edited existing materials for accuracy and consistency. Implemented and designed a monthly sales and customer service newsletter for the Club.

Developed and maintained long-term relationships with customers and small businesses. Identified prospective customers using lead generating methods and performed outside cold calls for new customers. Built strong client relationships and provided high value-adding services resulting in a 10% market share increase. Consistently met and exceeded department expectations; responsible for implementing business building with assigned accounts and customers brining in new deposits and prospective borrowers for business loans, mortgages and lines of credit.

Recruited to expand client base with Arizona insurance customers and brokers. Consistently met and exceeded expectations for increased production by 5% in one year. Developed promotional programs to optimize revenue levels and create new business. Planned events to promote growth resulting in an expansion of client base; speaker at industry events and conventions; participated in industry golf tournaments. Retained and ensured proper handling and care of over 300 existing client accounts in Arizona while identifying and qualifying customer needs.

Recruited to manage and grow territory and client relationships for Western U.S. Communicated regularly with regional manager for daily support and strategic planning of accounts. Consistently met and exceeded expectations for productivity and account growth. Developed promotional and training programs to optimize revenue levels and planned client relationship events and training resulting in an expansion of client base accounts by 10% for my 21 state Western region. Maximized my sales goals and bonus plan; built strong client relationships and provided high value-adding services.

Recruited to establish and build a client base in the Texas, Oklahoma and Louisiana. Built strong new client relationship and established more than 100 new accounts increasing production by 10%. Developed and maintained long-term relationships with agents and brokers to sell and service our products. Implemented a new incentive program and contests designed to support achievement of production goals and increase new business; requested speaker at industry events and conventions.

In Austin, responsible for implementing business building relationships with assigned accounts and customers. Demonstrated and customized software for clients at our event promotions and trade shows resulting in an increase in production for our clients. In Bellevue, I was responsible for marketing, sales and insurance training for a four-state area, Washington, Oregon, Idaho and Alaska. Received “Regional Marketing Award” for outstanding contribution and increased growth of 25% for my region. Planned and led training and seminar sessions to promote and sell insurance products and service; speaker at various industry conventions.