Nora Labadie - Regional Sales Manager Resume Simple
A highly motivated, results-driven professional with over 10 years of experience in the areas of operations, and project management. Proven ability to manage multiple projects simultaneously, and effectively in a fast paced environment.
  • mutual funds, proposals, class, commodities, morningstar, territory, increase, distribution, cold calling
  • customer service, annuities, planning, education, investments, financial services, insurance, solutions, mutual funds, clients, retirement planning
  • 2017-12-262017-12-26

    Regional Sales Manager

    Richmond Memorial Hospital

    • Conducted seminars to increase sales opportunities and market share through the use of CoStar and other financial products and services.
    • Managed territory of over 200 clients, including the development of a new marketing plan, and the creation of a new brokerage platform.
    • Created and executed a comprehensive marketing plan for the brokerage firm to help the branch achieve the highest number of clients in the region.
    • Manage the territory of over 200 clients, including the largest mutual fund, a new distribution Center, and a brokerage firm.
    • Managed a territory of over 200 mutual funds and a brokerage firm. I was responsible for the development of a new client base.
    • Successfully managed a territory of over 200 households, including the largest class of the company, and the brokerage firm.
  • 2017-12-262017-12-26

    Financial Consultant

    Valley Yellow Pages

    • Estate planning -managed portfolios of stocks, bonds, mutual funds, annuities, life insurance, and retirement plans.
    • Conducted financial and investment analyses to help clients achieve their goals and objectives. I also provided advice and education to the client on the best products and services available for investments.
    • Worked with financial services solutions to identify and implement new business opportunities. This included the development of a comprehensive client base, which resulted in a significant reduction in the number of referrals.
    • Conducted seminars on retirement planning, investment strategies, and estate planning. Gained knowledge of financial products and services.
    • Managed customer service calls and provided feedback to ensure that all client needs were met. Maintained and updated client files.
    • Consistently exceeded sales goals by providing exceptional customer service. This included the development of new and existing relationships with clients, and the creation of a plan to address the needs of the client.

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