Description
Managed Cultivated and fostered hundreds of relationships by prospecting homes and businesses * Provided tailored solutions for retirement planning, college savings, income and asset protection * Used comprehensive computer analysis to review retirement needs and goals and develop financial strategies * Responsible for Admin, Marketing, CRM, Presentations, Market updates over a 3 Million dollar territory base of 40+ customers * Consistently exceeded the company's yearly sales plan and profit goals for my territory Priced and sold over 13,000 SKU's and was responsible for collections and emergency deliveries * Served as a business consultant regarding labor food cost menus front/back house training food prep Responsible for client management pricing processing and finding lenders * Closed both conforming and non-conforming refinance and purchase loans Increased profit 200% in first year and received company Manager of the Year Award Responsible for HR management payroll scheduling training cooks and servers
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