Sales    Business Development    Client Relationship Management    Strategic Planning

 

 

         Industrious and versatile with a keen ability to quickly master new roles, responsibilities, challenges, and environments.  

         Methodical problem solver; able to analyze, create and execute innovative solutions to meet defined business goals and needs.

         Outstanding blend of analytical, interpersonal, prioritization, and communication skills.  

         Excel in consultative selling, evaluating customer needs, establishing immediate rapport, and delivering convincing sales presentations; adept throughout the complete sales cycle.

         Possess a gregarious personality which can be leveraged to overcome objections.

         Continually analyze industry/market trends to plan strategies, effectively promote products, secure new business, and maximize competitive positioning.

         Skillfully anticipate, plan, and respond accordingly to constantly changing business priorities. 

 

 

AFLAC / R. Stephens Financial, 2004 to Present
Account Executive

         Proactively drive sales growth by developing comprehensive marketing plan, soliciting prospective clients, networking within community, and delivering informative and persuasive sales presentations to groups and individuals.

         Clarified prospects needs and strategically customized insurance plans and programs.

         Earned bonus rewards and recognition during first year of sales training.

 

Broadway Trading (acquired by Schonfeld Securities), 1999 to 2004

Trader

         Consistently achieved profits each year through proficiency in trading shares of NASDAQ equities via Level II trading system.

         Employed excellent critical thinking abilities to constantly monitor, scrutinize and anticipate trends and levels in securities, paramount to maximizing profitability.

 

Merrill Lynch, 1997 to 1999

Financial Consultant

         Explored clients' short- and long-term financial objectives, determined tolerance for risk, defined financial resources and options, and designed appropriate financial strategies.

         Developed and delivered compelling financial planning presentations to clients.

         Diligently maintained regular communication with clientele to maximize retention.  

           

 

B.A. in Sociology (Minor in Business), State University of New York at Stony Brook, Stony Brook, NY

 

Active  New Jersey State Health and Life Insurance License

 

Series 7, 63, 65 and NYS Health and Life Insurance License - expired