KLS Professional Group, INC.
Develop and implement sales plan and manage all phases of the sales cycle—from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. Hire, train and supervise sales support staff, and a fun and productive work environment.
Accomplishments: Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
Increased referral business by 48% in 2008. Initiated an aggressive campaign of cold-calling and participating in networking events.