Relationship Manager

• Oct 2023 - Present

Regional Account Executive

• Jan 2022 - Aug 2023

Account Executive

• Feb 2021 - Dec 2021

Account Executive

• May 2019 - Jun 2020

• Determined prospective customers’ needs in B2B SaaS sales for SMB clients regarding Payroll, Human Resources, Benefits and Retirements Services to identify product solutions to solve those needs • Prepared and presented demos, proposals and provided appropriate follow-up throughout the sales process • Used initiative, developing prospects through telemarketing, referrals, professional and personal contacts and other sources. • Determined prospective customers’ needs in B2B SaaS sales for SMB clients regarding Payroll, Human Resources, Benefits and Retirements Services to identify product solutions to solve those needs • Prepared and presented demos, proposals and provided appropriate follow-up throughout the sales process • Used initiative, developing prospects through telemarketing, referrals, professional and personal contacts and other sources.

Financial Advisor

• Jul 2017 - Apr 2019

• Leverage Merrill Lynch Support team to help clients pursue and meet their goals • Develop a book of business to meet and exceed pre-defined goals • Effectively sourced prospective clients • Recommend investment products and services that were suitable for prospects and clients based on their goals • Balance investment management, sales activities, and new client development • Leverage Merrill Lynch Support team to help clients pursue and meet their goals • Develop a book of business to meet and exceed pre-defined goals • Effectively sourced prospective clients • Recommend investment products and services that were suitable for prospects and clients based on their goals • Balance investment management, sales activities, and new client development

Client Service Associate

• Jun 2016 - Jun 2017

• Served as primary point-of-contact for advisory team and clients for account maintenance and servicing • Participated and supported advisors in client meetings regarding client prospecting, investment strategies and general advisory services • Updated advisory team on client portfolio rebalancing requirements • Utilized EMoney financial planning software to satisfy client investment strategies • Created onboarding and training procedures manual to facilitate day-to-day tasks • Prepared client financial reports Show less

Regional Investment Consultant

• Mar 2016 - Apr 2016

• Responsible for yearly sales growth within individual territory of Central Illinois (150 million goal), by consistently communicating with clients through outbound sales conversations, conference calls and email.• Continually refining personalized sales process by incorporating a strong sense of relationship based sales conversations by holistically understanding client’s needs and business model before presenting best-fit Fidelity solutions.• Required to have a complete understanding of the current financial markets (US and Global equity and fixed income) to keep client base informed of Fidelity’s point of view to aid in their investment decisions.• Develop and execute an integrated territory-level business plan that incorporates all key broker dealer/wealth advisor field and phone partners to ensure organizational alignment.• Complete understanding and ability to sell across product lines including mutual funds, ETFs, 401k, small business retirement plans and 529 college savings plans. Show less

Inside Sales Associate

• Aug 2014 - Feb 2016

• Gained knowledge of financial markets, economic analysis, and investment practices• Utilized consultative selling skills to match diverse product offerings to client needs• Trained clients on proprietary investment tools and models• Successfully contributed to sales team by providing leadership, training and support

Financial Representative

• Apr 2013 - Aug 2014

• Effectively educated customers on investment products and strategies• Executed securities transactions in fast-paced environment, maintaining world-class customer service • Assisted clients with various operating issues