Responsibilities:Client Relationship Management:Develop and maintain strong relationships with financial advisors, providing them with support and guidance on Capital Group’s investment products and services.Serve as a primary point of contact for advisors, addressing inquiries and resolving issues promptly to ensure a high level of satisfaction.Sales Support:Collaborate with external sales team members to execute sales strategies and achieve business goals.Assist in the preparation of sales presentations, proposals, and other materials to support business development efforts.Product Expertise:Maintain a deep understanding of Capital Group’s investment products, including mutual funds, ETFs, and other financial instruments.Stay current on market trends, economic developments, and industry regulations to provide informed advice and insights to clients.Training and Education:Conduct training sessions and workshops for financial advisors on Capital Group’s products and services.Create and deliver educational content to help advisors understand and effectively communicate the value of Capital Group’s offerings to their clients.Business Development:Identify and pursue new business opportunities within assigned territories or client segments.Analyze sales data and market intelligence to identify growth opportunities and develop targeted sales plans.Collaboration and Teamwork:Work closely with internal departments, including marketing, product management, and operations, to ensure alignment and support for sales initiatives.Participate in team meetings and contribute to the development of sales strategies and best practices.Reporting and Analysis:Prepare regular reports on sales activities, client interactions, and market trends for senior management.Utilize CRM systems and other tools to track and analyze client data, providing actionable insights to improve sales performance.

1. Take a dynamic approach to engage financial advisors to promote Raymond James investment products and services.2. Provide consistent and current product knowledge and expertise to support financial advisors in recommending appropriate investment solutions to their clients.3. Develop and maintain strong relationships with financial advisors through reliable communication and consistent outreach efforts.4. Educate financial advisors on product features, benefits, and performance.5. Assist financial advisors with product selection, portfolio construction, and investment strategies that fit their individual clients' needs.6. Collaborate with our external wholesalers in The Great Lakes region and other internal teams to coordinate sales efforts and ensure seamless service to our partners.7. Utilize CRM systems and other technology tools to analyze and follow sales, track interactions, and manage current leads.8. Stay informed about daily market conditions and overall industry trends, as well as regulatory changes and interest rates.9. Participate in training programs and professional development opportunities to enhance my sales skills and product knowledge.10. Maintain compliance policies and procedures to maintain regulatory standards and protect client interests.

-Inbound calls assisting Financial Advisors with product knowledge and reporting.-Financial Analysis -Responsible for running over 10,000 individual analytic reports over 2 years for Financial Advisors in 27 states across the US.-Created training materials for new hires as well as implemented new systems to complete tasks more efficiently and effectively.-Assisted in bringing in AUM over 6 sales territories across US.

Responsible for attaining and maintaining clients' trust in the Tampa Bay & beyond.Steward to clients before and during the closing process, acting as a responsible fiduciary, keeping clients' interest at the heart. Responsible for guiding each client through the operation of completing all necessary paperwork, and answering any questions they may have.

Responsible for attaining and maintaining leads.Steward to clients before and during the closing process, acting as a responsible fiduciary, keeping clients' interest at the heart. Responsible for guiding each client through the operation of completing all necessary paperwork, and answering any questions they may have.

Sales and marketing in the San Francisco Bay Area.Responsible for tending to accounts across the Bay:-B2B Account Management -Direct Marketing within accounts-Identifying clients' needs, building and maintaining long-lasting relationships.-Responsible for leading & training new hires to the role of Brand Ambassador in Northern California.-Created product training materials for the sales & marketing teams to utilize.-Assisted in curating special events, event coordination.-Familiar with the CRM-based order process.

Oversaw public & private music events in the Greater Tampa Bay Area. • Hired talent, secured venues, promoted events, secured equipment, designed publicity, and negotiated & finalized all contracts with agencies (including CAA).• Partnered with local music production companies and talent agencies to promote, market, and provide photography & mixed media for shows and festival production companies.

• Provided expert photography services for production companies in Florida.• Created photographic material for promotions, posters and social media platforms.• Edited photographs and met deadlines.