- Motivated and trained sales team members - Delivered excellent customer service - Maintained a profitable and organized sales department - Kept accurate product inventory - Managed and resolved guest service problems - Presented accurate product knowledge to guests during sales process

- Managed and resolved client service problems - Maintained client contact during the financial planning process - Prepared charts, graphs, tables, and other visual aids to be used in meetings - Answered telephone, provided information to callers, and directed calls - Scheduled appointments and organized meetings - Reviewed and updated client information for review in client meetings