KATHLEEN PHILLIPS

Extensive experience in all aspects of customer service, client retention, staff management and development. Proven success in implementing sales strategies. Self-starter with exceptional ability to build long term relationships with clients and be an effective team player.

• Achieved highest F&I revenue in dealership consecutively for three years
• Strong interpersonal skills have retained a solid loyal customer base
• Organized multiple charity events to generate new clients
• Completed LLQP exams to sell personal insurance
• Completed MFDA to offer compliance-required Financial Planning

Selling products & meeting monthly sales targets - Work directly with multiple banks & lenders to arrange financing solutions for customers - High volume, fast-paced environment - Reading credit bureaus and offering credit advice - Management of promotional budgets, inventory and losses - Worked closely with my team to ensure each individual was continuously improving and receiving feedback on a daily basis - Instrumental in post-visit follow up to add a personal connection to all regular guests and new guests - Preparing and presenting staff meetings - Onboarding new staff – orientations, welcoming, scheduling, training - Overseeing efficiency of daily operations - Environment and brand auditing - MFDA and LLQP licensing - Weekly training including insurance, investments, mortgages, cash-flow management, estate planning - General understanding of detailed financial planning - A practice of 500 clients - Generating new leads and clients through trade shows and events - Cold-calling - Creating and hosting financial planning presentations