Financial Sales Representative
• Increased sales by devising high-impact presentations, promoting products to new and existing clients.
• Served as relationship assistant, assessing client needs, providing financial advice and determining customers’ loan and deposit needs.
• Leveraged exceptional communications skills to deepen customer relationships.
• Acted as customers’ advocate, and secured suitable credit and cross-sell products and services.
• Demonstrated expertise in sales and credit, negotiating
• Created sales plan for each client, paying close attention to details while promoting an array of services from mutual funds and annuities, credit and lending solutions, to personal banking products.
• Developed and maintained an in-depth knowledge of products and services as well as knowledge of competitors and competitive products.
• Continually expanded referral network through contact with various internal and external partners.
• Proactively increased client base through networking, business development activities, and leveraging client referrals.
• Charity fundraising
Plumbing & Gas Services