Regional Leader
Sterling, Virginia, United States
• Apprenticed under Senior Vice President to develop skills including: Professional written and oral communication, interviewing prospective clients/team members, data collection and analysis, closing techniques, cold calling, and continuing development of relationships with existing clients and business associates • Used proprietary software to assess and analyze clients' financial portfolios and collaborated with senior associates to develop computer projected models and recommend appropriate strategies to achieve individualized financial goals • Prospected for new clients via face to face, door knocking, seminars, and networking with professionals in the area • Recruited, trained, and managed applicants and team members for the company • Set appointments with cold prospects and warm prospects • Presented to prospective clients, overcame prospective clients’ and recruits’ objections/areas of concern, and closed firmly but professionally • Learned to manage a profitable business efficiently and develop team unity• Acquired VA Life Insurance & Annuities License, Series 6 License, and Series 63 License
