Manhasset, New York, United States
• Responsible for sales of ADP's services directly to small businesses • Specialized in cultivating partnerships with accountants, insurance brokers and business groups, emphasizing a relationship-based, 'in-person' approach. • Successfully generated over 90% of business through referrals developed from strong relationships. • Implemented continuous client follow-up to ensure high satisfaction with products and service, fostering long-term business connections. • Took charge of determining pricing quote structures for new clients. • FY'22: 134.7% of Dollar Quota Achieved, 100% of Unit Quota Achieved • FY'23: 154.5% of Dollar Quota Achieved, 165.3% of Unit Quota Achieved AWARDS: • ASSOCIATE DISTRICT MANAGER (ADM) TOP DOLLARS SOLD TRIBORO REGION FY'23 • ADM TOP UNITS SOLD TRIBORO REGION FY'23 • SELLING SEASON BOARD OF DIRECTORS FY'23 • ANNUAL PACE SETTERS TRIP FY'23 • TRIBORO CPA CHAMPION FY'23 • HUSTLE OF THE MONTH AWARD 11/22, 12/22 • ASSOCIATE OF THE MONTH AWARD 1/23
• Supervised workforce of 10 employees; assisted in planning, execution, and overall management of construction projects • Held accountable for the timely completion, cost control and the health and safety compliance of assigned projects • Responsible for ensuring that the projects are constructed in accordance with the plan specifications
• Assisted tax manager in preparing individual tax returns and trusts for large clients. • Proactively researched technical tax issues related to consulting projects and verified quarterly payments to ensure proper credit of taxes paid
• Collaborated with equity sales to gather investor feedback on live transactions • Utilized technical and fundamental analysis to establish trading positions