► Have gained valuable MorningStar, Junxure and Money Tree experience► Cultivate strong relationships with clients to increase client retention and loyalty while ensuring continued revenues► Successfully multi-task, performing administrative and office management functions while providing excellent financial planning services to clients► Ensure strict compliance with internal policies and procedures as well as external regulations► Provide comprehensive reporting on all client… Show more ► Have gained valuable MorningStar, Junxure and Money Tree experience► Cultivate strong relationships with clients to increase client retention and loyalty while ensuring continued revenues► Successfully multi-task, performing administrative and office management functions while providing excellent financial planning services to clients► Ensure strict compliance with internal policies and procedures as well as external regulations► Provide comprehensive reporting on all client activity weekly► Interface with analysts and research staff to determine optimal stock entry/exit points and daily trading activities► Strategically evaluate economic factors and conduct industry trend analysis to develop optimal solutions to ensure continued growth► Implement profitable trading strategies, collaborate with equity analysts and research staff► Develop and implement trading strategies using fundamental and technical analysis and charting Show less

► Achieved Series 65 license► Marketed services to individuals and grew client base due to performance, revenue, community involvement and strong referrals► Developed strategic plans► Utilized brand identification to increase client retention and build revenues► Developed marketing plans that focused on the ways the business was promoted, how to increase customer base, how to generate profits and where new growth opportunities could be located► Managed promotional campaigns… Show more ► Achieved Series 65 license► Marketed services to individuals and grew client base due to performance, revenue, community involvement and strong referrals► Developed strategic plans► Utilized brand identification to increase client retention and build revenues► Developed marketing plans that focused on the ways the business was promoted, how to increase customer base, how to generate profits and where new growth opportunities could be located► Managed promotional campaigns that involved personal selling, mass selling, and sales promotions by developing collateral material, advertising, publicity, trade shows, and promotional activities► Utilized the Internet as a medium to market our products and services with low-cost strategies and techniques utilizing services such as social networking sites, and targeted content positioning Show less

► Promoted to positions of increasing authority and responsibility due to my outstanding customer service ratings and team collaboration► Maximize profitability through superior customer service, effective and prompt communication and follow-up on all pending matters with the customer► Utilize superior communications skills to motivate staff and develop effective working relationships with peers, executives and clients► Handled escalated customer concerns/complaints and devised… Show more ► Promoted to positions of increasing authority and responsibility due to my outstanding customer service ratings and team collaboration► Maximize profitability through superior customer service, effective and prompt communication and follow-up on all pending matters with the customer► Utilize superior communications skills to motivate staff and develop effective working relationships with peers, executives and clients► Handled escalated customer concerns/complaints and devised creative solutions to ensure customer loyalty► Monitored phone activity to assure each member was providing top service and working to their potential► Coached and developed customer service representatives to meet and maintain company goals► Organized staff meetings in regards to new products and procedures► Generated daily, monthly and annual sales reports Show less

► Achieved #8 top sales in Arizona in 2009 and 2010► Published in several national magazines and industry recognized blogs; recognized as subject matter expert in personal finance and thrift► Continuously play a key role in increasing revenues: proactively prospect new customers via phone► Qualify prospects and develop relationships to ensure further closure in the sales process► Notify key prospects of marketing campaigns to maximize brand awareness► Continuously exceed… Show more ► Achieved #8 top sales in Arizona in 2009 and 2010► Published in several national magazines and industry recognized blogs; recognized as subject matter expert in personal finance and thrift► Continuously play a key role in increasing revenues: proactively prospect new customers via phone► Qualify prospects and develop relationships to ensure further closure in the sales process► Notify key prospects of marketing campaigns to maximize brand awareness► Continuously exceed all personal and corporate quotas► Increased annual revenues annually and took a declining market to high levels of sales within one year► Exceeded corporate and personal quotas on a consistent basis, breaking prior records and earning numerous incentive awards Show less