Amy Coleman
Licensed Realtor at Coldwell Banker Preferred
- Role
- Financial Services Representative at TD
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Amy Coleman
Diverse background, tenacious and enthusiastic salesperson, highly motivated and fast…
Experience
Financial Services Representative
Apr 2014 — Present · Philadelphia, PA, US
The Financial Service Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. In this role, I am required to maintain active registration with State Life & Health Insurance licensing. I am the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing retail and SMB customers. I take residential mortgage loan applications and I offer or negotiate terms of residential mortgage loans for compensation or gain. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Skills
- Selling
- Trade Shows
- Strategic Partnerships
- Sales Management
- Business Development
- Digital Marketing
- Closing
- Crm
- Lead Generation
- Customer Acquisition
- Follow-Up
- Online Marketing
- Direct Sales
- Cold Calling
- B2b
- Direct Marketing
- Resilient
- Social Media
- Account Management
- Salesforce.com
- Online Advertising
- Email Marketing
- Sales Operations
- Customer Retention
- Customer Service
- Management
- Advertising
- New Business Development
- Negotiation
- Creative Strategy
- Leadership
- Marketing
- Digital Media
- Sales
- Advertising Sales
- Cloud Computing
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