Currently managing & running 4 Hush Puppies & an Obermain Retail/Merchandising Outlets (Footwear & Accessories)Completes outlet operational requirements by scheduling and assigning employees; following up on work results.Maintains outlets'​ staffs by recruiting, selecting, orienting, and training employees.Maintains outlets's staffs' job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.Identifies current and future customer requirements by establishing rapport with potential and actual customers and other persons in a position to understand service requirements.Ensures availability of merchandise and services by maintaining inventories.Markets merchandise by studying advertising, sales promotion, and display plans; analyzing operating and financial statements for profitability ratios.Secures merchandise by implementing security systems and measures.Protects employees and customers by providing a safe and clean store environment.Maintains the stability and reputation of the outlets by complying with legal requirements.Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Maintains operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures.Contributes to team effort by accomplishing related results as needed.

Prepare financial planning materials for principal’s client meetings. Follow up on technical / investment items from client meetings.Create financial plans and proposals for new clients Conduct financial planning meetings with firm’s clients Manage client accounts, research and analyze investment opportunities, as well as make investment decisions. Help make individual stock and bond investment decisions. We continually evaluate existing investments as well as look for new opportunities. Monitor and rebalance discretionary mutual fund and stock portfolios Help grow the business by giving seminars, being active in the community, joining groups, serving on boards, etc. Help move the business forward by improving our processes to better standardize what we do to improve efficiency and quality of service.

Assist clients to analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with Public Mutual's diverse range of products and services.Advise clients in building a well diversified investment and protection portfolio after considering their risk tolerance and time horizon.Continuously monitor and rebalance clients' portfolios to check on their investments' potential returns.Build a trusted relationship with clients by providing ethical and professional advisory services.Continuously upgrade skills and knowledge with the aspiration of being a 'value-creating' consultant.

Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Obtains underwriting approval by completing application for coverage.Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.Provides death benefits by delivering policy proceeds; reassessing client needs.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Execute business plans and implement business strategies in order to achieve the given goals of the departmentWork closely with agency force by prioritising agency business growth potentialProvide support in relation to Investment-Linked Products and non-par business to the agency forceConduct business development activities or training to enhance agents' productivityWork as a team with other relevant departments in driving the high embedded value business from Investment-Linked Products and non-par products

Promoting and marketing company’s education solutions and products to Higher Learning Education Organizations. Sustain good relationships with existing customers and to develop new business opportunities with new & existing customersMeet overall sales objectives and sales targetsPerform territory management activities such as: sales call reports, updating the sales and marketing database, and reporting on territory insights

Responsible for sales and marketing to existing clients as well as developing new clients in the assigned territory.Develop and implement sales strategies to meet sales targets.Provide sales support and after sales service.Maintain good rapport and relationship with customers.Carry out market research on competitors’ products as well customer surveys.