Consultant

• Maximizing Internet Lead and Portfolio Management TO performance
• Facilitate effective TO distribution to Sales Advisors
• Follow-up with TO’s to ensure work-flows have been executed
• Review internal notes ensuring each TO is handled personally and promptly
• Keep daily notes on TO activity to ensure a regular follow up and reporting process
• Be fully prepared for daily appointments
• Confirm appointments prior to arrival time
• Reschedule “No Show” appointments when necessary
• Understand importance and benefits to the retail business
• Identify opportunities to build trust and mutual respect

BDC Consultant

Business Coach / Consultant, Exit Strategy

Senior Consultant

Professional Services Senior Consultant II