Facilitated the development and assembly of personalized financial plans utilizing PX software to fulfill customer needs in the financial planning spaceDeveloped a ‘warm call’ script and presentations to inform prospective clients about financial planning services offered by the company. Persuade clients to purchase insurance plans and set-up traditional and ROTH IRA accountsCoordinated work schedules of multiple parties to actively plan meetings with clients from $80K to $2M in assets

Conducted market research across multiple different verticalsCreated in-depth prospecting lists including contact data for key decision makersVisited local businesses to pitch product and explain use and benefits of each productPresented to sales team on a regular basis, reporting weekly sales progress

Managed daily route planning and application of organic fertilizer and natural mosquito control to routes of 30+ customersCommunicated with customers in person answering questions, problem solving and making sales of additional servicesMaintained equipment and supplies needed for daily routes

Managed players and their equipment in a fast-paced, ever-changing environmentCommunicated and coordinated with fellow caddies and other club employees to create an enjoyable and safe experience for both members and visiting patronsBuilt ongoing relationships with members and their guests by delivering exceptional customer service