Prospect for new clients within the base by utilizing telephone and email campaigns, as well as creating target listsSchedule a minimum of 3 per day and/or 15 per week client meetings with the decision maker in order to sell suite of products and grow revenueLeverage the Paychex Go-to-Market Strategy to identify customers’ needs and make effective recommendationsComplete and submit accurate new business paperwork to ensure a positive onboarding experience for the clientAttend partner meetings to educate the client on the Paychex HR SolutionRecommend additional products and services wherever possible and refer to internal partnersAct as a liaison between the client and HR Business PartnerRecognized as a top rookie and invited to a small invitation only Rookie Rocket Fuel Elite training event

Current New York State Life, Accident & Health Insurance LicensePEO Centric Health & Benefits Sales Representative covering MA, NY, NH, ME, RI and CTSell Paychex suite of benefit services including health, dental, vision, life, short-term and long-term disability insurances, Flexible Spending Accounts, Health Savings AccountsStrong internal partnerships including HR Services, 401k, Payroll, Worker’s Compensation and Implementation CoordinatorsFinished last (2) fiscal years exceeding quota at 115% YTDBuild rapport with the client to understand their Human Capital Management needs and refer appropriate services to internal partnersThorough review of insurance enrollment paperwork and submission to carriers, follow through of application and approval processContinuously build product knowledge by partnering and professional development opportunitiesSuccessful in mentoring and training of newly hired team members

Acquire new consumer and small business clientsExpand relationships with existing clientsManage existing book of business in order to retain and grow client relationships through sales of deposit, loan and investment productsRecommend products and services to help clients achieve financial goalsProvide support to personal and business clientsComplies with operations, security, and audit policies and proceduresDetermine documentation needed to complete transactionsCommunicate documentation requirements to clientsAssist with coaching and training tellersHave exceeded monthly goals within deposit & convenience productsCurrent with Series 6 & 63 licenses and New York Life Insurance licenses

Serve as main point of contact and personal advocate for affluent clientelePresent both business and personal clients with features and benefits of products to fit their needsTaken the lead to grow existing and new client balances through relationship building, referrals and proactive marketingDevelop and manage new and existing business and personal relationships through cross selling, cold calling, marketing and branding of Chase products and servicesAttend local networking events in order to acquire new business leadsMaintain strong direct relationships with internal business partners including Financial Advisor, Mortgage Banker, and Relationship ManagerRecognized as a continuous top producer in the Rochester West district in 2013Proud to be a part of the team who achieved gold status 3 out of 4 quarters for “Customer Experience” in 2012Recognized as a top producer in New York North in 2012 and 2013

Utilized referrals and company provided sales leads to sell customers a variety of financial service products including auto loans, unsecured personal loans, credit cards, real estate loansContacted 3rd party vendors to verify loan qualificationsResearched credit documentation for pre-approval of loansObtained signatures for state and federal required documentsSupervised and participated in preparation of various financial documentsSold $1.3 million of new business in 2008Increased auto loan production by 56% within 5 months in 2007Closed more than $1.6 million in new money in 2007Exceeded the challenge to motivate the staff to achieve branch goal of 16 auto loans per monthTrained and mentored new and existing employees

Acted as a liaison between mortgage consultants and business partnersPlaced outbound calls regarding account status, complaints and accounts payableCoordinated with loan officers on marketing and development of new salesCoordinated business marketing functionsDaily usage of Microsoft Office Suite