Development of sales staff, establishing and monitoring of performance goals. Partnering with operations, and internal channels to maximize referral business and achieve quality goals. Maintains and monitors the overall quality and consistency of the office. Responsible for management of all company sales and profitability reports. Maintain sales standards per minimum acceptable levels. Prepare a detailed business plan. Conduct extensive market research, Develop a situation analysis of the company. Assessment of marketing opportunities & target markets, new approaches to the corporation, expand company’s product reach & profit revenues by identifying new markets, attracting new clients & research new business opportunities, identify sales points, develops strategic plans, sales strategies, undertakes presentations & negotiations with prospective customers. Over looking projects maintain customer satisfaction, reviewing scheduling & implementing a project schedule. ***Devised and executed business development strategies to attract and acquire new clients.***Analyzed clients’ financial needs, goals, sensitivity to risk and investment horizon.***Assessed clients’ financial strengths, weaknesses and their key success factors.***Created, implemented, and continually reviewed clients’ plans that include strategies designed to help them pursue their long-term goals.***Acting as a steward to the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.