Leatha Goldstein Email & Phone Number

Dallas/Fort Worth Area

I am an Agent licensed to sell insurance through NYLIFE Securities, LLC.

Longview, Texas

Responsible for initiating outside sales process in assigned territory by scheduling business to business appointments; making initial ad presentation; understanding account requirements. Closes sales by building rapport with potential account; explaining product and service capabilities; overcoming objections; preparing contracts. Expands sales in existing accounts by introducing new products and services; developing new applications.

• Responsible in leading a branch team in goal setting, sales management, and sales productivity. Responsible for maximizing the profitability of the branch in a P & L environment. Develop annual branch marketing, sales, and financial plans to obtain branch goals. Conduct weekly sales meeting and daily huddles with all sales staff. Manage a customer portfolio of top 100 consumer and 50 business clients. Execution of lobby management and outside business development. Ensure branch associates are… Show more • Responsible in leading a branch team in goal setting, sales management, and sales productivity. Responsible for maximizing the profitability of the branch in a P & L environment. Develop annual branch marketing, sales, and financial plans to obtain branch goals. Conduct weekly sales meeting and daily huddles with all sales staff. Manage a customer portfolio of top 100 consumer and 50 business clients. Execution of lobby management and outside business development. Ensure branch associates are cross-trained for branch sales referrals. Responsible for all branch management reporting as required. Show less

Accountable for coaching a team of branch employees in sales and service activities to ensure weekly, Monthly and Annual goals are met. Conduct weekly sales meetings and daily huddles and debriefs to ensure team is producing at the appropriate level. Responsible for training staff and all required branch reporting.