- Led business growth efforts through proactive outbound prospecting via phone, email, and in-person meetings, successfully expanding the company’s customer base.- Consistently exceeded sales targets, achieving 148% of the 2021 goal and 140% of the 2022 target by year-end.- Recognized as the top performer for 2022 in the company for overall business development and client acquisition.- Built and maintained a strong portfolio of clients, cultivating relationships that resulted in… Show more - Led business growth efforts through proactive outbound prospecting via phone, email, and in-person meetings, successfully expanding the company’s customer base.- Consistently exceeded sales targets, achieving 148% of the 2021 goal and 140% of the 2022 target by year-end.- Recognized as the top performer for 2022 in the company for overall business development and client acquisition.- Built and maintained a strong portfolio of clients, cultivating relationships that resulted in high levels of customer satisfaction and retention.- Provided personalized financial recommendations on investments, debt management, and insurance by thoroughly assessing clients' financial situations.- Trained and mentored newly recruited team members, ensuring their successful onboarding and adaptation to the company's work environment. Show less