This role is very broad as I pursue my CFP certification. It includes, but is not limited to, the following:• Acquire, establish, and manage continuing relationships with clients • Create comprehensive financial plans through Naviplan• Communicate with clients to collect assess goals, accommodate needs, and alleviate financial concerns• Facilitate monetary transfers and execution of trades and portfolio rebalancing• Identify savings and investment strategies to build client's financial independence

• Collaborated with clients to create actionable steps to reach clients personal goals• Developed rapport with potential and existing clients • Coordinated and conducted meetings, fitness assessments, and training sessions with clients• Communicated effectively and professionally with potential clients to foster client acquisition and retention• Designed and implemented personalized exercise programs based on metric assessment and client target fitness objectives

• Interacted and engaged with hundreds of patrons during each shift• Processed and sold memberships to students and community members• Managed the rental and return of an eclectic variety of equipment• Trained and cultivated my team of customer service assistants and fitness attendants

• Developed excellent customer service skills by working with clients who need rental vehicles after being in a car accident • Attained sales experience through delivering over one hundred sales pitches • Consulted with customers to determine the best rental options available tailored towards their specific needs• Maximized the branch’s profit margins by pitching rental vehicle upgrades on open insurance policies• Reduced company overhead costs and increased profit by selling the pre-paid fuel service• Resolved conflicts with customers in person and over the phone regarding financial obligation, bill-to accounts, and security deposit refunds.

• Engaged with customers in order to answer phone calls, sell textbooks, and pitch subscription services, utilizing active listening, conflict resolution, and being courteous• Operated a Point of Sales system register, managing cash and counting change• Developed strong teamworking skills to accomplish shelving hundreds of products with coworkers • Organized and alphabetized web-ordered textbooks for ease of customer pickup