Communicate to Leadership and Team on a Daily/Weekly/Monthly basis on Revenues needed to generate to hit goals. Responsible for creating reports to Leadership teams to review areas of opportunity. Facilitated daily huddles/meetings with Sales Team on previous days numbers as well as one on one coaching to drive faster results. Assisted Leadership in product development incentives on a national level as well as programs geared towards improving customer service.Special Projects: Extensive travel with company to assist in training sales teams and supervisors during conversions with both Residential and Business Teams.

Successfully accomplished: Passed all special license required on first attempt. Series 7, Series 63 and Life/Death insurance.Obtained and exceeded monthly quotas given month over month. Maintained and grew book of business to increase year over year by effectively profiling customers by asking direct questions on past, present and future financial needs. Recommended total solutions based on those findings. Set personal daily goals on sales and cold calls needed to hit the target for the day as well as generate additional revenue.Stayed up to date with all customers by ensuring timely communications were delivered.Special Projects: Assisted in the conversion of Washington Mutual Banks in Oregon and Washington byimplementing Chase Bank policies and procedures. Trained Bankers on new systems and selling best practiceson how to overcome objections.

Accomplishments: at&t Summit winner which is the top One Percent in sales/data in the U.S. Consistently met and exceeded monthly Quotas. Face to Face sales with customers, asking probing questions on their needs/wants for wireless phone and data products. Configured data products to industry specifications and tested equipment. Followed up with customers using 30/60/90 day followup plan to make sure customers were satisfied and if they needed additional services.