Manage financial relationships with CARQUEST independent owners

• Managed and grew client relationships with the bank• Consistently exceeded performance goals and customer experience targets• Utilized proprietary database, Outlook, and Salesforce.com to organize activity• Achieved 105% of revenue targets for 2016• Trained and mentored new-hire bankers

• Established and cultivated relationships with new and existing clients• Responsible for client accounts in over 180 households• Detailed analysis of financial investments and portfolios• Established detailed retirement plans centered around client goals• FINRA Series 7 and 66 licensed• Life and Health, Long-Term Care, and Medicare Supplement insurance licenses• Book of business included stocks, bonds, mutual funds, unit investment trusts, life insurance, long-term care insurance, and annuities

• Consult with clients to develop appropriate communications solutions• Develop relationships through sales, technical support, and customer service• Collaborate with local team to achieve company goals and quotas• Achieved over 200% of commission target for 2009, 2010, and 2011• Recipient of Winner’s Circle award in 2010 and 2011