• Exceeded manager expectations of dialing and active hours, calling anywhere between 200-250 businesses a day • Built rapport with new businesses and secured over a dozen business credit applications• Worked closely with our credit team to evaluate funding applications and made appropriate financial decisions accordingly • Shadowed senior financial associates to develop strong product knowledge, prospecting and professional communication skills, as well as objection prevention and… Show more • Exceeded manager expectations of dialing and active hours, calling anywhere between 200-250 businesses a day • Built rapport with new businesses and secured over a dozen business credit applications• Worked closely with our credit team to evaluate funding applications and made appropriate financial decisions accordingly • Shadowed senior financial associates to develop strong product knowledge, prospecting and professional communication skills, as well as objection prevention and handling expertise Show less

• Gained an understanding of the daily requirements and activities carried out by an independent financial advisor• Debriefed on client meetings and was able to acquire knowledge regarding client needs given different financial circumstances and market conditions• Researched geopolitical and market news to provide analysis on current domestic economic state and forward-looking market expectations• Allowed to extend the internship through the school year by exceeding manager… Show more • Gained an understanding of the daily requirements and activities carried out by an independent financial advisor• Debriefed on client meetings and was able to acquire knowledge regarding client needs given different financial circumstances and market conditions• Researched geopolitical and market news to provide analysis on current domestic economic state and forward-looking market expectations• Allowed to extend the internship through the school year by exceeding manager expectations Show less