Evaluate retirees financial and health profile before enrolling them in best Medicare plan Top 20% in company for enrolling new customers every monthExcel in building rapport and trust with retirees nervous about losing group medical coverage

Assumed ownership of client’s accounts ensuring option expiration dates were not missed or unnecessary back up withholding incurredEducated clients regarding tax implications of qualified vs. nonqualified stock option and employee stock purchase plansExplained vesting schedules, tax form certification, limit orders, effects of termination on distribution time frames and tax implications of restricted stock awards and sales

Provided quality customer service being a front-line problem solver walking customers through investment tools and investment basicsAwarded incentive for ranking in top 5 % for bringing in new assets for month of May 2012Volunteered for extensive overtime during tax season and after merger of Wachovia with Wells FargoCalculated cost basis and provided other tax information from many financial records on one call

Calculated front end, back end loads, and break point averages for customers with numerous mutual fundsReallocated extensive client portfolios, using margin buying power involving numerous holdings under time constraintsBuilt excellent rapport with many high net worth clients calling on daily basis on night shiftRanked in top 10% of all sites in bringing-in-new-assets campaign 3 years in a rowEarned numerous customer commendations for account retention and exemplary customer service