Financial Services Professional
I managed functions pertaining to recommending worksite sales and specializing in senior market segments. Designed, executed, and evaluated all company’s marketing plans and procedures to meet established targets and goals. Established profit-generating relationships with small business groups within the local market and provide customized business solutions. Managed and utilized available tools to define client requirements and identify issues to sort out for final resolution. Completed CLTC Certification; qualified through AARP marketing initiatives. Fulfilled requirements to recommend worksite division; senior market segment. Led Zoom seminars on long-term care. • Achieved “Top Sales” recognition in August 2020.• Published guest article MASS NAELA in October 2020• New Org award for highest LTC sales in January 2021