-Lead Generation: Identified and generated leads through various channels-Initial Consultations: Assessed potential clients' Medicare needs and provided basic plan information-Client Qualification: Qualified leads based on Medicare eligibility and needs-Product Presentation: Presented Medicare plans clearly to prospective clients-Appointment Setting: Scheduled follow-up appointments with senior advisors and closers-Pipeline Management: Managed sales pipeline and tracked lead… Show more -Lead Generation: Identified and generated leads through various channels-Initial Consultations: Assessed potential clients' Medicare needs and provided basic plan information-Client Qualification: Qualified leads based on Medicare eligibility and needs-Product Presentation: Presented Medicare plans clearly to prospective clients-Appointment Setting: Scheduled follow-up appointments with senior advisors and closers-Pipeline Management: Managed sales pipeline and tracked lead status-Collaboration with Closers: Provided detailed client profiles to closing agents-Client Relationship Building: Built and nurtured relationships with potential clients-Team Leadership: Managed a team of junior advisors, providing training, support, and performance feedback-Strategic Planning: Developed and implemented strategies to improve lead generation and conversion rates Show less

- Preform daily standups and meetings for team day plans- Prepared individual income tax returns and answered client tax-related questions- Prepared individual, partnership, and corporate tax returns using NTE Cloud Tax Software; ensured customer objectives and satisfaction was met- Understood input data from IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042

- Responsible for qualifying potential prospects via inbound sales through Convulso- Determined client eligibility based on navigated client information- Report to qualifier insurance and annuity product managers to identify leads

-Oversee operational and personnel activities in the facility and ensure the safe, clean, and efficient operation of the site-Hire, train, develop and evaluate staff effectively, consulting with the HR team as needed-Maintain work schedules and work assignments-Ensure time and attendance is properly maintained, monitored, and approved in a timely manner-Ensure efficient utilization of all equipment and the coordination of maintenance needs