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Skills

  • Marketing
  • Management
  • Microsoft
  • Microsoft Dynamics 365
  • Sales
  • Sales Cycle Management
  • Account Management
  • Email Marketing
  • Excel
  • Financial Services
  • Follow Up Sales Activity
  • Insurance Industry
  • Investment Sales
  • Lead Generation
  • LinkedIn

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Services

  • Sales

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    8 years working on a high producing sales team for wealth management practice. Achieved over 100% of minimum sales quotes over last 5 years. Manage 600+ existing accounts with accurate and proactive...

    Account ManagementFinancial ServicesInsurance IndustryInvestment SalesLead Generation

  • Siebel CRM and Microsoft Dynamics

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    8 years experience using Siebel CRM and Microsoft Dynamics CRM to effectively track sales cycle for opportunities and develop marketing strategies for existing clients.

    Follow Up Sales ActivityMarketingMicrosoftMicrosoft Dynamics 365Microsoft Dynamics CRM

  • Online Marketing

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    8 years experience managing wealth management practice online marketing tools: Website LinkedIn -Manage connections with new leads and clients -Using targeted searches based on filters such as industry...

    Email MarketingLead GenerationLinkedInManagementMarketing

  • Microsoft Office

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Over 10 years professional experience using Microsoft Office applications - Word, Excel, PowerPoint.

    ExcelMicrosoftMicrosoft OutlookMicrosoft WordPowerpoint