Lisa Young
Representative at Primerica
- Role
- Representative at Primerica
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Lisa Young
Financial Coach, and Management Recruiter at Primerica Financial Services. We at…
Experience
Representative
Apr 2016 — Present · Tampa/St. Petersburg, FL, US
1) Scheduling guests for business opportunity2) Scheduling appointments.3) Interviewing guests.4) Doing the appointments.5) Do the financial needs analysis (FNA)6) Setup 2nd appointment and go over the FNA with client.7) Get referrals from client.8) Follow up with old guests.9) Be in constant communication with teammates.10) Follow up with old clients.11) Attend weekly training.12) Prospecting13) Read self-help books that can help make his/her business grow.14) Stay compliant with federal and state laws15) Be motivated.16) Be positive.17) Be consistent.
Skills
- Sanitation
- Microsoft Office
- Restaurant Management
- Inventory Management
- Inventory Control
- Retail
- Recruiting
- Great Communications Skills
- Restaurants
- Front Office
- Banquets
- Management
- Process Scheduler
- Hospitality
- Culinary Skills
- Cash Handling Experience
- Cooking
- Hospitality Industry
- Microsoft Word
- Team Leadership
- Time Management
- Cashiering
- Catering
- Income Statement
- Food Quality
- Micros
- Teamwork
- Leadership
- Event Management
- Customer Satisfaction
- Term Life Insurance
- Food & Beverage
- Food Safety
- Customer Service
- Cash Register
- Financial Analysis
- Food Service
- New Restaurant Openings
- Hotel Management
- Food
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