PROFESSIONAL SUMMARY -Extensive sales and marketing experience in progressively responsible positions including direct sales, sales training, and telemarketing. All of my goals were accomplished with the highest regard and ongoing commitment to client service, goal achievement, due diligence, and professional relationship development. KEY ACCOMPLISHMENTS -Developed and implemented a ground breaking program to introduce Financial Planning to corporate employees. - Maintained a 98% closing ratio on Financial Plan implementation. -Established an in house sales referral program focused on relationship building. This lead to an 85% increase in referrals and ultimately sales. -Instituted a referral motivation program that generated a constant flow of referrals. -Developed and conducted a highly successful Retirement Planning Seminar. -Developed an "investor friendly" consolidated monthly statement. -Created a highly effective "appointment setting" telemarketing script. -Created and continue to evolve "need based" and "selling by numbers" sales presentations. -Integrated accounting, publishing, and financial planning software with internet resources to generate "value added" client services.

Highlights:

• Sales
• Telephone Sales
• Wireless
• Accounting
• Billing
• HR
• Human Resources
• Troubleshooting
• Xerox
• Lead Generation