Mark Lalonde

• Answered clients' questions about purposes and details of financial plans and strategies.
• Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
• Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
• Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.

• Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
• Completed daily quality assurance duties to provide feedback for improvements.
• Offered training and support to keep team members motivated and working toward objectives.

Full Time

• Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments

• Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close
• Built positive and productive customer connections to drive consistent sales