-Established relationships with 50+ CPA Firms and Banks to create a source of referrals to generate business-Prospected through cold calling, telemarketing, relationship building and D&B leads to work towards my monthly goals-Enhanced existing client relationships through additional products, services and value add-Completed the Paychex Institute training program

-Performed sales training and role play exercises to simulate face to face interactions with clients -Established prospecting lists through data mining using various industry databases -Identified trends in the industry to contribute to enhancing the client experience and potential prospects

-Established new and adjusted existing client information including changes in assets and brokerage accounts-Designed spreadsheets comparing funds through assets and net expense ratios -Created Morningstar Style Boxes to depict a funds investment style-Conducted research on the national and local SHRM Conference companies which was reported to higher management used for prospecting-Led the organization of client quarterly fund information