Assistant

• Oct 2018 - Present

Head of Operations

• Jan 2008 - Present

• Creating and maintaining records of all the leads, prospects, clients and recording them in our database. • Follow up phone calls, emails, mailed letters. • Ordering life insurance exams, processing life insurance applications and submitting to the life insurance carrier. • Processing necessary paperwork to place the policy into force once received. • Keep in touch with clients throughout the application, underwriting and post application process to receive referrals as well as additional business from existing clients. • Financial budgeting for all purchases and entering into QuickBooks. Show less

Real Estate Agent/Assistant

• Aug 2006 - Dec 2010

• Sold home within the first week after receiving real estate license. • Maintained strong knowledge base of local real estate marketplace. • Generated new sales leads through a variety of methods (marketing, prospecting, referrals, etc.) • Listened to the wants and needs of my clients and worked within their financial guidelines in finding them the home of their dreams. • Presented clients with my marketing action plan. • Sold home within the first week after receiving real estate license. • Maintained strong knowledge base of local real estate marketplace. • Generated new sales leads through a variety of methods (marketing, prospecting, referrals, etc.) • Listened to the wants and needs of my clients and worked within their financial guidelines in finding them the home of their dreams. • Presented clients with my marketing action plan.

New Home Sales Consultant

• Apr 2004 - Jul 2006

• Ranked in the top 5 for achieving 80 – 100% of realtor co-op sales, 2005. • Achieved over 83% capture rate for sales obtaining a mortgage with M/I Financial, 2005. • Received 0% cancel rate, 2005. • Prospected new customers through networking, referrals, realtor relationships and effective follow-up. • Presented and sold the features and benefits of M/I Homes to potential customers in my specified new home community. • Demonstrated home sites in relation to the potential customers’ needs. • Established long term relationships with clients to ensure their home buying experience was second to none. Show less