Melissa Alvarado

Platinum Relationship Manager AssetMark Trust

Role
Relationship Manager at AssetMark
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Melissa Alvarado

I have been working within the financial industry for more than 9 years and have truly enjoyed every minute. Exceptional professional sales skills and proven ability to expand existing client relationships. Proficient in all areas of the sales cycles from lead generation, presentation to closing and follow-up. Highly communicative in relating complex concepts and product information using a client focused strategy founded on trust, service, and consistency. Energetic and goal oriented with a passion for success

Experience

  1. Relationship Manager

    AssetMark

    Mar 2023 — Present · Phoenix, AZ, US

Education

  • University of Arizona

    Advertising and Bus. Management

    1996 — 1999

Skills

  • Team Building
  • Estate Planning
  • Event Planning
  • Insurance
  • Leadership
  • Customer Service
  • Sales
  • Marketing
  • Employee Benefits
  • Retirement Planning
  • Public Speaking

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