Helped clients optimize their business listings on the Internet by utilizing a wide range of techniques, including SEO, PPC, and social media managementConsistently ranked in top quartile for performance KPIs including outbound calls, inbound calls, save to action % (retention), failed payment recovery, and queue time.

Primarily handled inbound client service calls from existing and prospective clients, answering account questions or education them on Affinty’s different products and services, guiding them towards which programs would best suit their current needs and future goalsHelped develop relationships with our key accounts ( Affinities) through outbound sales campaigns or face-to-face at national conventions and regional meetingsDeveloped outbound sales campaigns to increase the funding/deposit/renewal amounts of new or existing accounts; managed a 75% renewal rate in existing CDs held at the bank

Worked with some of the largest insurance companies, hospitals, law firms, and private practice physicians in Orange and LA counties gathering medical and other relevant legal documentation via subpoena and/or phone callsArranged for pick-up and delivery of sensitive documentation via outbound calls or face-to-face with the aforementioned entities

Responsible for introducing the Federated name and its family of over 120 mutual funds into the financial planning and analysis (CFPS and CFAS) community of Northern California, Oregon and Washington, by face-to-face meetings or over the phone. Serviced clients in a high volume call center (100+ calls/day), handling both incoming account information questions and outbound sales/retention calls

With amazing acumen, serviced Aetna’s litany of variable, fixed, and single premium annuities for banks, financial planners, regional broker dealers, wire-houses and registered investor advisors

Primarily placed trades for clients, provided them research and analysis to answer trade, market and investment related questions and provided superior service through education and the resolution of trade disputes.