Financial Consultant with over 7 years of experience in helping clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
|Microsoft Word, Excel, PowerPoint, and Outlook, Organizational Management Software (TEA), Contact Management Software (Telemagic, Footprint, ACT), Administrative Program-Imaging Systes (Fortis), Credit Analysis Systems|
Responsible for handling and maintaining customers' needs for products and services including: financial advice and recommendations on consumer loans, tax, insurance and security counseling and services to business establishments. Maintained an extensive knowledge of all products and services in order to promote and cross sell to increase customer usage.
*Determined customers' financial services needs and prepare proposals to sell services that address these needs.
*Contacted prospective customers to present information and explain available services.
*Sell services or equipment, such as trusts, investments, or check processing services.
*Prepare forms or agreements to complete sales.
*Developed prospects from current commercial customers, referral leads, or sales or trade meetings.
*Reviewed business trends to advise customers regarding expected fluctuations.
*Made presentations on financial services to groups to attract new clients.
*Evaluate costs and revenue of agreements to determine continued profitability.
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