Irvine, California, United States
• Perform a comprehensive sales presentation to customers with the goal of first time closing • Supplement portfolio by self-generating leads and consistently seeking new business opportunities • Maintain relationships with past clients to ensure high customer satisfaction • Upheld a 30% closing percentage from all pre-qualified leads appointed
• Research local firms and businesses who have failed their 401(k) testing • Interact with potential clients and act as a liaison between them and the Vice President of Investments • Market advisory services to high net-worth individuals and local businesses • Generate leads and set up meetings between prospective clients and the Vice President • Acquired a valuable 401 (k) account as well as doubled the number of leads for the company