Sentences with phrase «policy in a specific manner»

Split dollar life insurance DEFINITION: a plan that allocates the costs and benefits of a life insurance policy in a specific manner by contract in order to maximize tax advantages for the employer AND employee.

Split dollar life insurance DEFINITION: a plan that allocates the costs and benefits of a life insurance policy in a specific manner by contract in order to maximize tax advantages for the employer AND employee.

Not exact matches

That way, you will be able to directly compare the policies, the carriers, the benefits, and the premium rates in a much easier and unbiased manner — and from there, you can then choose which policy makes the most sense for you and your specific needs.

Note that under each transportation - specific operational practice and procedure listed below, written policies will be required to include how services and / or equipment and other will be provided in an accessible manner.

In fact, purchasing separate life insurance policies allows you to cover specific financial responsibilities in a more organized manneIn fact, purchasing separate life insurance policies allows you to cover specific financial responsibilities in a more organized mannein a more organized manner.

We pride ourselves in representing dozens of carriers and can shop and compare in an unbiased manner to determine which policy, company, and premium works the best for you and your family's specific needs.

That way, you can shop and compare in an unbiased manner in order to determine which policy, carrier, and premium works the best for you and your specific needs.

In doing so, you will be much better able to shop and compare — in an unbiased manner — from numerous life insurance policies and carriers, and from there, you can choose the plan and premium quote that works the best for you and your specific needIn doing so, you will be much better able to shop and compare — in an unbiased manner — from numerous life insurance policies and carriers, and from there, you can choose the plan and premium quote that works the best for you and your specific needin an unbiased manner — from numerous life insurance policies and carriers, and from there, you can choose the plan and premium quote that works the best for you and your specific needs.

That way, you will be able to directly compare the policies, the carriers, the benefits, and the premium rates in a much easier and unbiased manner — and from there, you can then choose which policy makes the most sense for you and your specific needs.

• First - hand experience in determining customers» specific buying needs and servicing them accordingly • Exceptionally well - versed in greeting customers in a professional and pleasant manner to ensure repeat business opportunities • Demonstrated expertise in creating long - term relationships with customers by providing them with exceptional services • Proficient in assisting customers in locating their choice of merchandise and effectively demonstrating its features and attributes • Highly experienced in leading customers through the purchasing procedure by totaling bills and levied discounts • Effectively able to man the POS system in case of low staff instances, and process customers» purchases in cash or credit • Deeply familiar with activities to ensure that all purchases are properly bagged and timely delivered to customers» vehicles • Proficient in arranging for home deliveries to be made for large items by assisting customers through the booking system • Documented success in managing and maintaining merchandise on shelves and ensuring that any expired or near expiry products are discarded according to company policy • Adept at maintaining the outlook of the store by ensuring that all shelves, floors, display units and counters are kept constantly clean • Exceptionally talented in assisting the marketing and sales teams in creating and maintaining visual merchandising displays

Performs specific activities required to handle medications in an effective and timely manner, assures appropriate storage and accurate delivery of needed medications and displays comprehensive knowledge of, and conforms to, hospital and department policies and procedures.

Business Manager — Duties & Responsibilities Manage daily operations, customer service, and sales staff ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Collaborate with junior level sales people to develop action plans to govern their performance Responsible for purchasing, logistics, company inventory, and product development Set and strictly adhere to budgets and schedules Oversee corporate accounting ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, site visits, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and services Ensure customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Sales Representative — Duties & Responsibilities Direct sales and customer service ensuring professional and profitable operations Draw upon considerable medical training and experience to identify and meet client needs Consistently recognized as company leader in sales, customer service, and team development Streamline organizational structure and workflow resulting in enhanced company efficiency Set and strictly adhere to departmental budgets and project timelines Design and implement staff development programs enhance team skill sets Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

Business Manager — Duties & Responsibilities Responsible for daily operations, sales, and customer service for a variety of businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, and other tactics Represent company brand with poise, integrity, and positivity Create and implement successful advertising campaigns to generate new business Analyze market trends, consumer behavior, and craft sales strategies Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales and customer service training for new team members Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to budgets and schedules

Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized for excellence in sales, customer service, and team leadership Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity

Marketing & Fundraising Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Develop and implement comprehensive marketing campaigns and all collateral materials Proficient in copywriting, editing, and digital photography Responsible for business development through corporate and community partnerships Build and strengthen professional relationships with community leaders, business partners, and coworkers Represent company brand with poise, integrity, and positivity in television and radio interviews Conduct public relations activities and attend relevant events, fairs, and conferences Coordinate and participate in charitable events in service of the local community Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain records of site visits to potential and existing clients to assist in assessing their future needs Consistently exceed location revenue goals through effective marketing and sales tactics Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Study internal literature to become an expert on products, corporate history, and mission Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform administrative tasks including filing, data entry, phones, and other tasks as needed Set and strictly adhere to budgets and schedules

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Sales Manager — Duties & Responsibilities Responsible for daily operations, sales, technical support, and customer service for wireless retail business Consistently meet or exceed sales goals through networking, cold calling, and other sales tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Design and administer sales, customer service, and technical support workshops for new team members Negotiate and execute contracts with C - Level decision makers Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Provide administrative assistance including phones, data entry, and recordkeeping as needed

Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized as company leader in sales, customer service, and team development Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity

«My agents are all self - employed independent contractors so I can set company policies that insure legal and ethical practices but can not require they complete their tasks in a specific manner.