mark molsberry

* I Set meetings with prospects and clients to discover and recommended financial solutions for long term goals. * Sold insurance and investment products. * Business networked, using social media and financial presentations.

Developed and implemented fundraising programs for school organizations from marketing to kickoff presentations and training to thank you gift coordination and delivery of products. Hired assistants for servicing and party reward host assistance.

Sold various financial products and services, Became top seller in overall sales for reagion in 10 months

I enjoy helping my clients define and create financial plans to reach their financial goals. To do this, I utilize a team of experts and best-in-class financial products and resources at my disposal. Activities include: Analyzed clients’ financial situations, created financial plans, recommended and implemented investment and protection solutions. Solutions included fee-based managed accounts, stocks, bonds, mutual funds, ETFs, annuities, structured notes, insurance, etc. Created and utilized Excel and Siebel for database management. Using MS Excel, created reports, VLookups, and pivot tables for analysis of sales and referral opportunities. Planned with and trained colleagues and partners for referrals. Networked and presented for financial educational workshop dinners. Referred to other business partners for 401k, business banking and loans, mortgages, bank solutions, payroll, merchant services, workplace banking, etc.

Set appointments to meet with clients and prospective clients. Discover client goals and educated them on their options for achieving them. Recommend holistic solutions and implement them. Present financial educational seminars for teachers and business groups. Service accounts. Hire and manage staff for servicing accounts and marketing.

* · Managed jumbo certificates portfolio. Acquired $42 million in for through brokers. Created and maintained tracking and reporting. * · Introduced key members to new web product roll-out * · Proposed, created, and rolled-out enterprise-wide Outlook calendar communication plan for two departments * · New account set-up and cross sold products. * · Researched and performed account analysis of bank statements for prospective clients and created proposals.

* Sold temproary services to light industrial and construction businesses * Increased sales over 300% & $52,000 above weekly quota at Labor Ready. Awarded District Branch of the Quarter for first and second quarters 2001. * Trained and directed branch employees * Created and implemented sales and communication systems with database programs

* I get to know my clients on a deep level and make recommendations based on their financial and life objectives in a conservative manner. My focus is on 3 things, * save them money from paying too much in taxes, * help them achieve exactly what they need throughout their retirement and * optimize their investments - even with their short term bank money. I hold seminars for financial education and current market events.

Activities and Societies: Awarded National Dean’s List, Sophomore Class President. Developed Sophomore Class Advisory Board.