Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.The financial advisors at Wealth Enhancement Group offer advisory services through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

ResponsibilitiesTeam CollaborationProject ManagementEvents ManagerWebinar creation and hostingSales techniquesVendor communicationsContract negotiationClient concierge servicesCustomer serviceConflict resolutionLegal and Compliance casesRecruitingHuman ResourcesAccomplishmentsHubSpot Marketing CertificationSalesforce Basics and Data loaderBasic Business Social Media management (Facebook & LinkedIn)Software and PlatformsSalesforce (CRM, Marketing, Customization, Automation)HubSpot (CRM,Marketing, Customization, Automation)Webinar and Video meeting websites (Zoom, Live Storm, Google, WebEx)Google Suite, Google Docs and Google sheetsRing CentralAuto Dialer (Ring.io and Mojo Sales)

Call Center SupervisorInterviewed, Hired, Trained, Disciplined and Terminated CallersManaged Call Center; Determining Team Goals & ObjectivesManaged Call Lists using Auto DialersDeveloped Call ScriptsMade Outgoing Sales Calls and Took Inbound Calls; Led by Example

Call Center ManagerManaged, Screened, Hired, Trained, and Disciplined CallersManaged, Mentored and Coached CallersDeveloped Phone Skills and Call ScriptsManaged Call Lists using Auto DialersMade Outgoing Sales Calls and Took Inbound Calls; Led by Example

Salesperson/Assistant ManagerAssist Owner with Accounting and Itemization of Annual TaxesCashier, Key Carrier, Closing and Opening StoreTracking Incoming and Outgoing ShipmentsTook Inventory and Designed Clothing DisplaysUpheld a high standard of customer service