Sales

Assisted candidates obtain 240/215 insurance licenses with the state of Florida and working for United Health Care enrolling seniors with health care needs

Possess excellent interpersonal, analytical, and very detailed organizational skills by proactively selling and cross-selling appropriate products and services to new and existing clients, business development, and administration.Excel within highly competitive environments where leadership skills are the keys to success and interfacing with others at all levels to ensure organizational goals are attained.Proactive approach has resulted in capturing numerous accounts and expanding client base within the branch and outside business calls with our lines of business partners. i.e.: wealth management clients, business clients/loans/accounts, merchant services, insurance opportunities to the branch with incentive payouts and branch incentives.Skills necessary to direct, train, and motivate staff to its fullest potential with morning huddles and outside business calls with branch staff.Certification to Train/Mentor new hires for all positions within the branch.Expertise with clients loan needs, inputting and closing all loans, i.e.: helocs, auto loans, secured lines of credit, and cash advance loans.Exceeded individual goals, branch sales goals, operational scorecards, and awards for a job well done throughout the years.Responsible for outside personal/business calls and at work presentations to establish new clients and other needs clients may have with all lines of business partners.Cross Trained as a teller when help is needed.Resolves customer's issues in Branch Manager's absence.

Complete and execute legal documents. Review title policy and title sales guarantees. Process Reinstatement funds, review and prepare bids, completing equity analysis worksheets, organizing, evaluating, and servicing the equity analysis process.Process reinstatement funds, review and prepare bids. Applying Senior Sales Results and completing payoff figure. Meet performance expectations and enforcement of department goals, plans and schedules, Ordering AVM's, BPO's, Credit Bureaus, Title Abstracts, etc.Documenting account management system and managing account workflow, accessing delinquent accounts and setting up hard files.

Designing and decorating for home design.Building a permanent selling relationship with a variety of customers.Reviewing sales agreements and all finance options to accommodate clients' needs.Following up with all clients for future business and building referrals.Responsible for inventory control and deliveries, coordinating parts or services to be ordered.Responsible for floor maintenance and knowing our competitive shopping on a daily basis.

Dealt with one large class action lawsuit for Fen-Phen.