Michael Powers
Banking Associate (SIE, Series 66)
- Role
- Banking Associate at TD
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
Experience
Banking Associate
Aug 2024 — Present · Naples, FL, US
Engaged prospective clients through consultative conversations, building relationships and presenting tailored financial solutions- Educated individuals on investment products, insurance, and retirement strategies, translating complex information into clear client value- Managed a growing pipeline of prospects, leveraging CRM tools to track leads, activity, and performance against sales goals- Deliver exceptional service to clients, addressing inquiries, resolving issues, and providing advice tailored to individual needs.
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