Sentences with phrase «specific duty to their clients»

The only people who can legally call themselves «investment advisers» have a specific duty to their clients.

Not exact matches

Nevada's existing statute imposes two specific duties: First, financial planners must «disclose to a client, at the time advice is given, any gain the financial planner may receive, such as profit or commission, if the advice is followed.»
While the Department of Labor has not provided specific guidance about exactly how advisors fulfill fiduciary duties while making investment recommendations, we think it means advisors need to rely on research that is (1) un-conflicted and (2) inarguably in the best interest of clients.
While the TSR says that debt relief providers may require the consumer to place funds in a dedicated bank account a larger issue will arise when the providers of such banking services, like NoteWorld and Global Client Solutions, will have a specific duty to make sure they are working only with debt relief providers that comply with the TSR.
Specific duties include but are not limited to working as a member of the pet care team to ensure that the daily feeding, cleaning, medicating and enrichment of our pet population is done in accordance to time frames and protocols as well as creating a positive experience for clients, ensuring quality customer service, ensuring accurate record keeping for animal disposition, facilitating and processing adoptions and training and oversight of Best Friends - Atlanta volunteers and promoting animals and the adoption program to the public.
The specific question I was researching was when an attorney is retained to make a special appearance in place of counsel of record when counsel of record is unavailable for some reason, does the specially appearing attorney owe all the same duties to the client as he would if he were counsel of record?
They should note that information provided in confidence will not be provided to other clients without specific authorisation, but that counsel has a duty to represent all clients and may be forced to withdraw from one or more representations if restricted from using information necessary to fulfil that duty with respect to information provided in confidence.
After engaging in a very exhaustive review and analysis of the law in Pennsylvania, as well as other jurisdictions, the Pennsylvania Supreme Court held that as a general practitioner, Kim's client was under no specific or «heightened» duty in tort to refrain from sexual relations with his patient under the circumstances where he provided «incidental mental health treatment.»
The judge made it clear that, while the question of when actual damage is suffered is fact specific to each case, where a solicitor owes a duty to bring about a transaction with particular characteristics, if upon completion the transaction is fl awed because those characteristics are absent, the client suffers actual damage on the date of the transaction.
Circumstances will arise where the lawyer should have no contact with the media and other cases where the lawyer is under a specific duty to contact the media to properly serve the client — the latter situation will arise more often in the context of administrative boards and tribunals where a particular tribunal is an instrument of government policy and hence is susceptible to public opinion.
Your day to day duties will include: • Speaking with candidates to establish their specific requirements and to obtain a clear and detailed career resume in order to match them accurately against job descriptions in order to successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto day duties will include: • Speaking with candidates to establish their specific requirements and to obtain a clear and detailed career resume in order to match them accurately against job descriptions in order to successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto establish their specific requirements and to obtain a clear and detailed career resume in order to match them accurately against job descriptions in order to successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto obtain a clear and detailed career resume in order to match them accurately against job descriptions in order to successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto match them accurately against job descriptions in order to successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto successfully fill the vacancy • Advertising vacancies by drafting and placing effective adverts via our ATS (Applicant Tracking System) • Searching candidate databases to match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto match the right person to the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto the client's vacancy • Receiving and reviewing applications, managing interviews and tests and helping create a shortlist of suitable candidates for the client • Using and evaluating a wide range of social media to advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto advertise positions, attract candidates and build relationships with candidates and employers • Headhunting - identifying and approaching suitable candidates who may already be in work • To shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeTo shortlist the best candidates for interview and select the best candidate (s) to present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto present to the client • To record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeto the clientTo record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately representeTo record and monitor the candidate application process onto the database and ensure all details, management information and stages are accurately represented.
Received training from required people in order to perform duties in departments like client services, sales or other specific department within an organization
• Performed cold calling duties and identifying solid leads for follow up purposes • Assisted in developing timeshare properties index and updated it on a constant basis • Performed market research work to locate new timeshare properties available in a set vicinity • Interview clients to determine their specific timeshare buying and selling requirements and created correlating notes • Answered telephones to provide information of the company's services and available timeshare options
• Demonstrated expertise in influencing and persuading clients to invest into new homes by performing marketing duties • Highly experienced in presenting new homes to prospective clients through effective presentation skills • Proven record of efficiently and effectively following up on powerful leads and ensuring that they are converted into business • Effectively interprets, analyzes and evaluates information relative to selling techniques and potential home buyer concerns • Exceptional judgement based on determining clients» concerns and making competent decisions to assist them in reaching their home buying goals • Deep insight into initiating prospecting and marketing campaigns to attract new customers • Qualified to proactively create and initial rapport with clients and anticipate their home buying requirements • Track record of demonstrating model homes and home sites to customers, focusing on their specific needs and building up on what is being offered • Hands - on experience in drawing up home buying contracts by keeping within the confines of procedure and protocol • Highly effective in following up with existing clients to determine their new home buying needs and to ask for referrals • Deeply familiar with explaining principles, interest payments, taxes and insurance information to ensure that clients are aware of all new home buying legalities before investing into a deal
Specific job duties highlighted on a Real Estate Professional resume example are determining client needs, proposing suitable solutions to clients, performing market analysis, estimating property value, presenting real estate to potential buyers, and doing paperwork.
-- Boston, MA — 1/2007 — 2/2011 • Managed up to 10 projects at a time and received company recognition for bringing in the highest number of new clients every year for four years • Designed the interior of residential properties according to the specific tastes and budgets of each customer, and received contract work for commercial properties such as hotels, business offices, and restaurants • Provided fair and accurate quotes on project costs and timeframes, with a 100 percent success rate of meeting weekly deadlines and completing projects on time and under budget • Led a design team of five in commercial property undertakings, delegating duties such as design layout, supply ordering, and scheduling • Applied advanced understanding of ergonomics, building codes and structural integrity, and spatial concepts to provide commercial property clients with professional, multifunctional, and visually appealing interior spaces • Used extensive knowledge of design history and current trends to provide clients with pertinent recommendations
The specific job duties of these professionals include reviewing documents such as balance sheets, loan applications, and expense accounts; reviewing an organization's finances to ensure that it is working within the law; and preparing reports for clients.
Administrative office duties (typing, filing, answering phone lines), scheduling depositions, designating reporters, typists and proofers to specific assignments, processing transcripts, producing hard copies of same and forwarding to clients.
• Oversee appointment books to ensure that all appointments are in check and that follow - up have been made • Greet clients and assist them in determining their needs for salon services • Provide detailed information regarding available services and procedures and their costs and time durations • Assign staff members to clients, based on member expertise and clients» specific needs • Handle cutting, styling and coloring duties in the absence of staff members or during rush hours • Manage administrative tasks such as maintaining supplies inventories and liaison with vendors and suppliers • Engage clients in conversation to get them interested in the salon's retail products • Resolve clients» complaints with a view to ensure recurring business and client satisfaction • Identify staff training requirements and ensure that new staff members are properly trained and inducted • Analyze period profits and create and maintain forecasts and market trend analysis
• Remodel an entire 4 story building by installing new tiles in every room, within the provided deadline of 32 days • Shape tile fixing into an 8 feet mural depicting the Aztec Civilization, for a school project • Train 19 apprentices in handling tile and marble setting duties, within a short time span of 28 months • Confer with clients to determine their tile setting and designing requirements • Provide information regarding available tile designs and associated costs • Assess the amount of labor and material needed for each tiling project • Contact tile vendors to determine availability of tiles and assist clients in choosing the right types of tiles • Cut and shape tiles to fit obstacles and in odd spaces by making effective use of hand and power tools • Set tiles in patterns or in a straightforward manner, depending on the specific instruction of the client
One should be aware of the responsibilities and duties of a specific field in which one has to perform for example a lawyer needs to listen carefully to every case and find every possible clue to support the client.
What followed in this résumé wasn't a list of job duties, but rather, specific accomplishments that clearly showed the value my client would bring to an employer: «Automated the generation of a closing request; reduced process time from 30 minutes to three minutes.
Specific duties for a Recruitment Consultant in our Industrial and Technical team include: - Conducting candidate searches on our database and 3rd party websites - Response handling, telephone screening and interviewing candidates - Presenting clients to candidates AND candidates to clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto candidates AND candidates to clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesTo be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto undertake a DBS check as part of our recruitment process.
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
Senior Sales Engineer — Duties & Responsibilities Experienced manager with a background in telecommunications hardware and software Oversee product lifecycle including sales, configuration, installation, and customer support Design and implement staff development and recognition programs enhancing skills sets and morale Monitor team performance and streamline workflow to enhance overall efficiency Manage customer service operations for hardware and software related issues Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through effective team and project management 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 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 Build and strengthen relationships with key clients, partners, and industry leaders Provide exceptional customer service resulting in client satisfaction and repeat business Represent company brand with poise, integrity, and positivity
Marketing Director — Duties & Responsibilities Experienced administrator with a background in sales, marketing, and customer service Design and implement comprehensive email marketing campaigns and all collateral material Analyze email trends garnering insight into market conditions and competitor efforts Utilize metrics to determine campaign efficacy, impacted audience, and other key data Develop sales leads through networking, market analysis, cold calling, and other tactics Determine consumer incentives to engage and secure potential clients Collaborate with multiple departments including product development, customer service, and sales Create and implement processes and procedures to cut costs and enhance daily operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Represent company brand with poise, integrity, and positivity
Business Manager — Duties & Responsibilities Provide full service construction and contracting services including electrical, plumbing, masonry, roofing, etc.. Manage daily operations of home sales, construction, and contracting businesses ensuring profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee sales, customer service, and construction site personnel Set and strictly adhere to budgets and schedules Maintain compliance with all applicable zoning codes, laws, and safety protocols Oversee company finances ensuring profitable and fiscally responsible operations Consistently meet or exceed sales goals through networking, in personal sales, and other tactics 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, site visits, and other pertinent data Build and strengthen relationships with key clients, partners, and industry 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 Represent company brand with poise, integrity, and positivity
Sales Manager — Duties & Responsibilities Experienced manager with a background in sales, marketing, team training, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Design and implement comprehensive marketing campaigns and all collateral materials Enhance brand awareness among target demographics by 74.9 % resulting in increased revenue Spearhead creation and launch of internet sales initiatives Increase new business by 37 % through effective networking, in person sales, and cold calling Set company sales records by increasing sales from $ 200,000 to $ 11,000,000 Consistently recognized with company awards for excellence in management, sales, and service 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Serve on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity
Construction Project Manager — Duties & Responsibilities Oversee multimillion dollar construction projects including restaurants, retail centers, and multi-family dwellings Recruit, train, and manage field and office staff ensuring effective and efficient operations Direct daily administrative functions including HR, accounting, and communications Lead construction site operations, logistics, subcontractor supervision, and scheduling Create an atmosphere of professionalism, teamwork, and dedication to company goals Responsible for compliance with all applicable construction, environmental, and safety regulations Manage subcontractor bid process, contract negotiations, and subcontractor buyouts Design and implement architectural plans for fitness centers, markets, retail centers, and surgery centers Prepare and adhere to construction schedules and budgets ensuring timely, cost effective project completion Craft estimates, bids, and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing project specifications, activity reports, and other pertinent data Proficient in Project, Tiimberline, AutoCad, and other industry software Develop a rapport with customers and provide exceptional service Build and strengthen strong relationships with partners, coworkers, and industry leaders 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 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 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
Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andClient Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andclient base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills 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 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 Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies 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 Collaborate with junior level sales people to develop action plans to govern their performance 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 Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue 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 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 Conduct public relations activities and attend relevant events, fairs, and conferences 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership
Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Generate monthly sales in excess of $ 3 million through effective networking, marketing, and other sales tactics Design and implement comprehensive marketing campaigns including all collateral material Hire, train, and supervise large sales and customer service staff ensuring effective and profitable operations Recognized and promoted for excellence in management, staff development, and record breaking sales 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 professional relationships with clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Represent company brand with poise, integrity, and positivity
Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Generate sales in excess of $ 75 million through effective networking, marketing, and other sales tactics Design and implement comprehensive business development plans, marketing initiatives, and business models Recognized and promoted for excellence in management, staff development, and sales Cut company expenses by 16 % while increasing revenues through effective management decisions Train and direct large staffs ensuring they understand the brand and adhere to sales best practices 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 professional relationships with clients, partners, peers, and community leaders Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Enforce corporate compliance with all applicable regulatory authorities and bodies of law Represent company brand with poise, integrity, and positivity
Medical Sales Respresentative — Duties & Responsibilities Experienced manager with a background in sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Design and implement comprehensive marketing campaigns and all collateral materials Direct company charitable events creating community goodwill and respect for the brand Author and distribute company newsletter, press releases, and other official correspondence Consistently meet or exceed sales goals through networking, in personal sales, cold calling, and other tactics Generate company record of $ 8 million in sales while doubling client base 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Serve on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity
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 posiDuties & 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 posiduties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity
Insurance Underwriter — Duties & Responsibilities Experienced manager with expertise in underwriting, sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee health insurance underwriting determining client insurability and company risk Discover client needs, tailor insurance packages, and present quotes Utilize industry software to analyze risk, generate quotes, and author reports for senior leadership Build and strengthen professional relationships with internal sales representatives and external brokers Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Recognized and promoted for exceptional team management, sales, and customer service 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 Provide exceptional customer service resulting in client satisfaction and repeat business Set and strictly adhere to departmental budgets and timelines Represent company brand with poise, integrity, and positivity Continually participate in ongoing professional development opportunities to enhance skill set
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
Professional Duties Conceived, developed, and implemented integrated marketing campaigns Consistently named top sales representative generating 20 % of company profits and exceeding $ 1.25 million in sales Managed team of marketing professional ensuring effective operations Successfully oversaw approximately 1,000 client relationships Utilized multiple marketing techniques including cold calling and direct mail Created marketing collateral targeting specific audiences Reinforced client branding, mission, and message while implementing new and innovative marketing strategies Built and maintained profitable, long - term client relationships Represented company at tradeshows across the United States Maintained up to date knowledge of industry best practices and emerging theory through networking and continuing professional education Member, American Marketing Association
Pharmaceutical Sales Representative — 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 Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with clients, vendors, and suppliers 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 industry leaders Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on pharmaceutical products 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 Train junior team members in sales and customer service best practices Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity
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
Sales Manager — Duties & Responsibilities Experienced sales manager with expertise in sales, marketing, and customer service across a variety of industries Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Increased new account generation and sales by 300 % within one year at Decisionmark Recognized and promoted for exceptional sales results, team management, and customer service 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 Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets 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 Proficient in Photo Shop, SalesForce.com, Microsoft Office Suite, and other computer software 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
Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines 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 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 Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity
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