•Connect with potential clients to coordinate meetings with myself and an experienced advisor. •Conduct in-depth financial analyses to assess clients’ current financial situations, identify goals and objectives, and develop tailored financial plans.•Advise clients on risk management solutions, including life insurance, disability insurance, and long-term care insurance, to protect their financial well-being. •Create customized retirement plans, including 401(k) rollovers, IRAs, and pension maximization, to help clients achieve retirement goals.

•Developed and maintained relationships with 7-Eleven Franchisees to sell products. •Promoted and marketed new products highlighting their benefits•Designed and maintained 4-foot layouts in all locations to optimize product sales

•Greeted and seated all customers. •Handled all inbound calls to respond to customer inquiries, orders, and resolve issues.•Processed all point of sales and gift card transactions.