Description
& Achievements * Central and Southern KY new business generation * 171% to Plan 2016 by formulating forecasting and executing sales * 168% to Plan 2017 Awarded branch office within first phone * Built $3M book from residential prospecting/cold-calling prospecting during Great Recession Edward Jones * Strategic planning and business development * Series 7 & 66 Licenses Investments * Financial strategy, investment research and estate * Life & Health Insurance License Financial Advisor planning Investment strategy presentation year-only 10% reach this goal * Territory account management and business * Ranked top 20% North Central Understanding office dynamics/front desk Product presentation and up-selling * Often #1 North Central Division for Laboratory Corporation sales initiatives of America, (LabCorp) * Crisis management and post-sale support * 100% client retention in highly Key Account Executive * Sales appointment scheduling and lunch hosting competitive urban market * Considered rep most successful with challenges difficult clients
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