• Managed over 500 clients with $125 million assets under management, achieved top sales performance, attracted and retained long-term client relationships• Improved client retention 20% through the creation and implementation of a new client service program focused on customer service and satisfaction• Increased revenue 110% within two years by utilizing Value and Challenger Sale processes• Expanded market share 97% by gaining specialization in niche target markets• Implemented business development strategy focused on social media branding and launching an email marketing campaign which attracted new customers and expanded market penetration • Met with 900+ prospective clients annually to present company offerings, discuss products, and showcase service solutions• Increased workshop attendance 40% through software implementation to effectively segment, target, and attract potential clients• Collaborated with Board Members, Senior Executives, and industry partners to revitalize operations and achieve ambitious targets through innovative programs to obtain buy-in from key decision makers

• Catapulted business forward with fresh and innovative strategies focused on appealing to niche customers• Set and monitored objectives, performance indicators, and metrics to assess employee progress• Improved main success metric (workshop attendance) 19% by incorporating new marketing and advertising strategy (NMP form, Hot and Eligible spreadsheet, cold calls, email and mail campaigns) and tracking metric performance• Enhanced customer retention 20% by expanding product services and features according to customer needs• Instituted a referral reward program that drove a 45% increase in referrals received