From Brooklyn, New York licensed financial advisor. I teach people how to build debt free wealth leveraging the backs money called “Mailbox Millionaire Banking.”I have been in the banking and financial services industry since 2015. I have worked Bank of America and other large financial institutions. I have created over 70 million dollars in generational wealth for individuals and families..

•Work with a defined sales and activity quota focusing on initiating and maintaining relationships with multi-level decision-makers through phone, in-person contacts, and presentations. •Leverage systems and tools to develop a list of warm customer leads – resulting in a new and expanded customer base. •Follow the proven Staples selling process when researching, calling on and winning the customer over, ultimately closing the sale. •Make customer focused presentations using an iPad to sell the benefits of Staples, review pricing and/or answer customer questions. •Social selling, leverage social media when researching prospects and/or selling to customers. •Maintaining and growing new customers in addition to a group of pre-assigned, existing Staples Advantage accounts. •Working out of a home office, the majority of work week will be in the field, meeting with new prospects and current customers. •Local travel – up to 80> of the week.

Overall Rank in Market/Area: 49th out of 843Banker Conversation Rank: 28th out of 535• Contributed to 48% increase to Client satisfaction rate• Create a connection and deepen rapport with customers to provide outstanding, personalized service.• Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them.• Met sales goals by influencing customers to learn about products/services that will benefit them.• Accurately and efficiently process transactions such as customer deposits and cashing checks.