Owings Mills, MD 21117
Highly motivated who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills. Accurate and detailed with planning, budgeting, and accounting expertise. Analyzes market changes and plans personal investment strategies to maximize customer satisfaction. Superior time management
Complex problem solving
Financial reporting expert
MS Office Suite
Sales and marketing
Advanced computer proficiency (both PC and Mac)
1) Reading, 2) Travelling, 3) Exercising.
Marketing Representative, 09/2017 - Current
live casino - arundell mills, md
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Developed, implemented and monitored new underwriting guidelines for the agency. Promoted agency products to customers in person, on the telephone, and in writing. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Drafted quarterly reports for management review.
Assistant Sales Manager, 04/2017 - 08/2017
Haggler & Associates - Columbia, MD
Delivered informational sales presentations to potential investors to build symbiotic client relationships. Collaborated with legal and accounting counsel to develop marketing strategies for estate and business succession planning insurance.
Performed extensive analytical calculations, including a complete audit of each mutual fund. Created release and project plans and established stakeholder expectations. Achieved proper compliance and accurate executive level reporting. Sales Account Executive, 11/2016 - 03/2017
Summit Inc - Glen Burnie, MD
Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.
Wrote, proofed and edited sales proposals and correspondence. Monitored market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments.
Addressed customer questions and concerns regarding products, prices, and availability. Trained sales teams on educational products at seminars and special events. Answered customers' questions about products prices, availability, use and credit terms. Determined the cost and pricing of proposals and bids. Delivered exceptional account service to strengthen customer loyalty. Education and Training
2020 university of baltimore - Baltimore, MD, U.S.A BUSINESS
Highly structured and organized in school activity