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Motivated professional with expertise in client relationship building, problem solving and sales. Expertise in account management and building lasting relationships. Proficient at educating clients on benefits of products and services while also suggesting changes to benefit customers financial wellbeing. Achieved success in acquiring and retaining accounts through knowledgeable product education and prompt follow-up support. Highly skilled in analyzing needs, generating options, implementing solutions and working effectively as a team player towards company growth.
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Content Inspiration, AI, scheduling, automation, analytics, CRM.
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