Detail-oriented in web research, knowledgeable with sales, and loves building relationships. Passionate about continuous growth and collaborative teamwork. A skilled user of Microsoft Word and a tech-savvy.
Experience: 2 - 5 years
Performed thorough web research for CRM database enrichment, ensuring accuracy through meticulous validation. Proficiently entered and updated data, maintaining a high level of attention to detail for data integrity. Actively contributed to ongoing improvements in the CRM database, showcasing efficiency in data management to support seamless business operations.
Experience: 1 - 2 years
Delivered premium service and personalized guidance to clients, considering their individual needs, objectives, and lifestyle. Conducted annual meetings for service updates and reviews, establishing solid connections with more than 30 clients. Delivered superior financial advisement and managed email support, along with scheduling appointments, to ensure optimal client contentment.
Experience: 1 - 2 years
I have proficiency in developing presentations, guiding new sales agents, and managing our social media presence. Additionally, I ensure the efficient organization of files and documents, contributing to the overall smooth operation of tasks. Reminding the team about events, deadlines, and meetings.
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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