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Skills

  • Marketing
  • Management
  • Microsoft
  • Microsoft Dynamics
  • 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 DynamicsMicrosoft 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