- Striving to achieve maximum client retention and growth of existing customer plans by engaging in strategic efforts with decision makers - Creating and presenting education strategies, plan health reviews, and asset diversification opportunities with financial advisors and various stakeholders within the organization - Providing client focused relationship management overseeing 401k plans within defined territory

- Develop relationships that lead to collaboration of strategies based on customer needs - Maintain an ongoing sales and service relationship to ensure long term viability - Apply needs-based analysis in selling products and services to client groups and individuals- Prepare and execute an established business plan to secure a balanced product portfolio, manage lapse rates and achieve targeted goals- Communicate all related tax-advantaged services and corresponding benefits to employees and client groups

- Develop and manage a three state territory for multiple commercial furniture manufacturers- Increase territory sales volume leveraging relationships and product knowledge - Negotiate terms for pricing based on project scope and future opportunities- Deliver sales presentations on new products and services to a variety of stakeholders

- Consult with department managers to provide solutions to improve productivity and efficiency for their business unit- Facilitate meetings to determine the impact of software implementations to various business owners within the organization- Manage sub-owner requirements of multiple projects simultaneously- Create written processes and procedures for software enhancements and introductions

- Evaluate wireless needs and recommend products and services that fit the customer requirements- Deliver sales presentations and develop sales strategies for individual, government and corporate accounts

- Market and sell suite of information products and services to banks, credit unions, car dealers and real estate related businesses - Generate revenue from growth of existing clients, prospects, and dormant accounts- Maximize account penetration by increasing solutions across customer organization- Provide prospective customers with comparative data analysis to obtain new business