• Successfully expanded client base through proactive identification of new business opportunities.• Maintained and strengthened relationships with existing clients, ensuring high satisfaction levels.• Developed and implemented effective sales strategies, surpassing revenue targets while collaborating with cross-functional teams to align sales efforts with organizational goals.• Conducted comprehensive market research, utilizing insights to position TQL as an industry leader.

• Assisted financial advisors in conducting client meetings to evaluate individual financial needs and goals,ensuring personalized financial planning.• Collaborated effectively with team members to deliver holistic financial planning and offer investment advice to both current and prospective clients.• Utilized financial data to craft compelling presentations, effectively communicating strategies andrecommendations to clients, thereby facilitating informed decision-making.