Independent, highly-driven sales assistant with a strong background in customer service. Organized, detail-oriented and dedicated to making the customer happy!
*Interacting daily on the phone and in person with prospective and existing clients.
*Researching client and security information.
*Processing and following up on client documentation for proper maintenance of accounts.
*Preparing letters, forms, reports and spreadsheets to help service existing clients as well as prepare for new clients.
*Maintaining databases and creating reports using portfolio software programs.
*Planning and processing monthly and quarterly mailings, as well as client events.
*Assisting Financial Advisor with cold calling and prospecting future clients.
*Managed a team of 13 personal trainers, as well as the monthly team/corporate sales goals.
*Responsible for planning team meetings, monthly member events and community marketing materials.
*Oversaw weekly and monthly bookkeeping including schedules, stats, continuing education and salaries.
*Communicated with the corporate office on a daily basis.
*Responsible for answering phones, setting up therapy appointments, and registering new and current patients.
*In charge of entering billing for therapy procedures, tracking stats and contacting insurance companies for approvals.
*Took care of a variety of office tasks including faxing, filing, date entry and cashiering.
*Assisted department manager with marketing projects and planning community events.
*Was responsible for greeting prospective residents and conducted model (apartment) tours.
*Prepared lease contracts, assisted residents with move-ins, and oversaw maintenance requests.
*Played a very large part in leasing 160 apartments in a brand new lease up property.
*Took courses to further my knowledge of company policies and procedures.
*Communicated on a regular basis with contractors and vendors.
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