Advise clients on financial plans utilizing knowledge of investment strategies, securities, insurance, mortgage , and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, and financial objectives to establish investment strategies.Performing credit repair and helping my clients reach there financial goals

Develope and execute strategies for selling electronic payment solutions and other Talus Payment products and services to businesses inassigned north east and national markets ensuring all merchant contracts are properly set-up with state of the art processing systems,preform merchant processing assessments and analysis,advise medium and small businesses on how to lower operating expenses and increase profit margins,Consultat with senior corporate management to provide business owners with state of the art technology along with industry leading prices and customer service to better grow there business and reach there financial goals.Partner with Retail Financial Centers for merchant business data, over see lead lists generated for assigned markets, referrals, internet marketing and self-sourcing Respond promptly to prospect into quiries and requests, analyzing financial statements, preparing proposals, letters, and delivering presentations and scheduled trainings to merchant prospects to address the merchant's business needs

Supported the senior producer and assists the team by focusing on schedules, tracking sales , and setting up new listing appointments Worked closely with the leads, sub-leads, and producers in gathering information and tracking progress against approved milestones.Worked with the leads and production team to develop and track against a production plan reflective of the defined project goals as set by upper managementContacted 100 prospective clients and set up new listing appointments for my team of super talented agentsProvided regular status reports and capacity plan updates with the team and management.Identified the best tools and technologies to help manage workflow and optimizes their implementation Identified processes that can improve project efficiency and communicated them to my team