account manager

Skills: Financial Analysis · Account Management · Client Liaison · Asset Management · Sales · Communication

■ Played an essential role in retrieving data from clients, vendors and carriers to achieve issuance of life insurance
policies.
■ Educated clients on the life insurance process while providing exceptional customer service.

Started at the Company in San Diego, CA and transferred to the Scottsdale, AZ office.

Cetera acquired Foresters Financial in 2019.

Collaborated with external Human Resource departments and the partnering entity to coordinate seminars on Foresters offerings.
■ Educated clients individually as well as through educational workshops establishing Financial Wellness Partnerships
throughout Southern California
■ Developed a tracking system using excel workbooks built in macros to measure statistics such as the number of
seminar attendees, number of attendees contacted, conversions and managed daily data entry for trending analysis.
■ Analyze trending data and provide feedback to sales team to improve seminar execution and share sales leads to
increase revenue.