New York, New York, United States
Experienced Marketing director with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Sales, Equity Indexed Annuities, Team Building, and Retirement Planning. Strong professional graduated from Hunter College.
2011 Sales Excellence and Leadership Club award Responsible for business development and relationship management for small to medium-sized business clients. Attended HSBC Global Business Banking Academy Grow and manage a portfolio of Business Banking relationships by acquiring of new business through active calling on existing clients to solicit referrals and calling on targeted prospects. Expand and retain relationships by profiling new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured. Prospecting to bring in new business customers, and develop and work with Centers of Influence to expand the customer base by developing and servicing relationships with high-end small businesses and internationally-minded accounts resulting in P&L growth. Work with other bank partners to uncover sales opportunities among both current and potential Business customers. Provide a high value of customer service to business clients and manage the banking relationship
Help families understant how to make and save money in the right place.
Conducts Financial Needs Analysis and recommends appropriate products to meet clients needs Delivers informational sales presentations to potential clients and assist throughout completion of application process while strengthening client relationship. Educates and sells products including Life Insurance, Fix Annuities, Variable Annuities, Mutual Funds, 529 Plans, Retirement plans Debt Management/Consolidation Conduct sales training such as Teamwork, Communications, Compliance, Planning etc.. Lead a sales team of twenty people