Dayton Metropolitan Area
I am a demonstrated achiever with exceptional knowledge in customer relations and marketing strategies. I have a strong marketing and customer service background with experience in department management. I am skilled at learning new concepts quickly, I work well under pressure and I clearly and effectively communicate ideas. I am also incredibly driven and enthusiastic.
-Execute data mining for prospective clients. -Design company communications (newsletters, memos, etc.). -Manage appointment schedules for staff -Editing and contributing to both the insurance and financial planning websites -Fielding incoming calls -Processing payments and documenting quote smd claim information. -Prepare applications for IRAs (Traditional and ROTH). -Calculate RMD (required minimum distribution). -Record 401K information for several companies.