Own and managed daily operations and duties of a successful auto detailing business. Incorporated the use of social media including facebook, instagram, twitter, and craigslist to increase exposure. Built client base from the ground up and through word of mouth increased business 150%. Managed relationships with vendors for better pricing and product selection. Also managed relationships with local auto body shops and small dealerships to cross sell my services.

•Work directly for Anthony Psikarakis,CFP, to assist in marketing and research efforts in order tostrengthen business development.•Research and analyze new product offerings and current market trends, which resulted in a 25% sales lift annually.•Proactively created and maintained product scorecards and spec sheets to effectively present detailed product information in a more clear and concise manner, which increased the close ratio of new client acquisition by 50%.•Successfully incorporated the use of social media, including LinkedIn and Facebook to leverage current offerings and engage additional clientele.

•Provided superior sales and service to small business client base through in-branch and client site prospecting, sales calls and presentations.•Identified client business objectives and effectively recommended appropriate business products and services to create a fully integrated financial offering to maximize revenue growth and profitability.•Committed to creating a memorable banking experience by providing impeccable, personalized customer service to maximize account acquisition and retention.•Consistently sought out opportunities to rise above expectations and was recognized by Management for proactive measures.

•Identified for exceptional sales talent and as a result was promoted to an elite group dedicated to cementing partnership with one of the firm’s largest clients.•Immediately was able to quickly learn and adapt to the client’s unique corporate culture and sales techniques resulting in building successful relationships with our client.•Managed and was responsible for all promotional events within group such as Shamrock Saturdays to increase sales.

•Cultivated long-term relationships from the ground up including territories in New York City and Northern New Jersey.•Provided exceptional sales support, and service to Registered Representatives, including the sales of variable Annuities, fixed Annuities, and 529 plans.•Met and exceeded sales desk call standards of 60+ calls / 3.5 hours talk time per day.•Prepared and delivered dynamic sales presentations during weekly sales meetings, divisional updates and territory focus meetings, which resulted in being promoted within the sales group.•Facilitated and developed call campaigns, Focus Firm Initiatives and maintained communication with clients.

•Supported corporate mission with impeccable customer service to shareholders, brokers and financial advisors.•Built one-on-one relationships and provided personalized customer service while exceeding corporate call standards and answering over 75 inquiries per day including after call work.•Implemented extensive corporate strategy training to retain assets by encouraging clients to rollover funds to Putnam IRAs.•Maintained up-to-date client information utilizing CRM software