Generate qualifying leads of homeowners interested in residential solar energy systems. Schedule prospective customers for information session. Serve as a consultant and provide useful product expertise to homeowners. Represent company and its brand with professionalism and integrity. Meet and exceed goals and develop industry knowledge.

Provided sound financial proposals to clients. Primarily, guided and planned the financial decisions of clients based on their needs, goals, and requirements. Also, recommend financial products and services to manage clients' portfolios. Offered a personalized approach to providing customized solutions tailored to each client’s long-term financial goals and objectives. Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities, and investments.

Partnered with employers to discuss their needs for temporary job assignments and provided employment recommendations to hiring mangers based upon candidate qualifications. Collaborated with talent acquisition team to develop programs, policies, processes, and tools for the sales force. Managed the review of candidates to the recruitment team. Trained and guided clients in skill sets needed for success in the workforce and beyond.

Provided case management care to residential behavior health Department of Corrections (DOC) clients. Supervised and arranged client activities with facility. Completed documentation in an accurate, timely, and compliant manner consistent with regulatory guidelines. Developed appropriate therapeutic relationships with clients; facilitated assigned education groups and community meetings, routine bed checks, house rounds, and record of client count. Developed positive working relationships with supervisor, coworkers, referral sources, and members of the clinical team. Direct liaison toteam in management of all needs and workflow. Regulated intake assessments, treatment plan updates, referrals to community agencies, and verified employment. Ensured safety and sanitation regulations. Prepared lunches for clients and customers to ensure continued redeployment into the work force. Conducted weekly meetings with project team to identify challenges and develop resourceful solutions. Supervised the work of employees in supporting roles, including assigning workload.

Coordinated office support services to LCI, a neighborhood-focused agency with a mission to enhance the experience of individuals who live and work in the City of New Haven. Supplied customer service, department research, and interoffice distribution to educate and increase awareness of on solutions for neighborhood concerns. Utilized database systems, MS Word, MS Excel spreadsheets, and CRM systems to complete data input of sensitive and confidential information. Prioritized multiple tasks and consistently meet expected deadlines.