Jeffrey Katz Email & Phone Number

Every business needs a rainmaker! A "polite/persistent" approach, coupled with a keen organizational skill set, lead to the establishment of hundreds of clients. For me, sales is about creating the right fit between the client and the business. Sales is about developing the relationship for today and tomorrow. This approach provided the foundation by which I became the leading revenue producer for my firms for over 4 decades.A rainmaker who can create other rainmakers is my forte! I develop teams of rainmakers who help companies continue to build clientele. Whether developing seminars for internal staff or outside prospecting, I am known for my clear, easy to understand presentations that engage the audience.Knowing how confusing the financial arena can be,I wrote a book "Investing in Money Market Securities".Accomplishments:Subject matter expert of all firm products increasing sales, training staff and creating seminarsConsistent lead producing sales representative recognized for meeting or exceeding quotasImplemented a focused approach to business development creating the foundation for ever-increasing revenue streamsCreated relationship management culture accentuating customer serviceExpert in strategic marketing increasing brand awareness resulting in sales growthUsing strong management skills for operational efficiency and adherence to all regulationsRecognized the value of staff development created an empowered, engaged, high performing team with high retentionPrimarily responsible for the design and development of all product, procedure and policy trainingConsistently engaged as an expert presenter for internal partner and client groupsSpecialty: Sales, author, subject matter expert, business development, client relationship management, trainer, presenter, marketing, sales management, business management, efficiency expert, policies and procedures, finance and client database systems