Regional Manager@Mutual of America Financial Group
Verified
I am a strategic sales and relationship manager with over a decade of experience in financial services and multi-state territory leadership. My key strengths are B2B consultative selling, organizational skills, collaborative client management, and AI prompting. I began my career in banking and quickly found my niche in private client and business banking. I further honed those skills, even when living outside of the US. Some key accomplishments are tied to my and my team's goals; specifically top 5 national office rankings within the past 6 years, including a number 1. I personally have achieved more than 200% of sales targets and over 157% on a career average (6 years in sales and management). I am tech forward, playing a key part in strengthening and implementing new verticals and even pushing my employer to embrace AI by taking part in discussions and meetings framing its use.More...