William McNeil

Working with consumers to give more choices and alternatives for essential products and services.

• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Offered friendly and efficient service to customers, handled challenging situations with ease.

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
• Boosted sales by 20% and exceeded sales target by employing consultative sales tactics and superior customer care.

• Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
• Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
• Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.