Samuel Olson
- Role
- Sales Executive - B2b Software Sales at Quest Ce
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Sales Executive - B2b Software Sales
Sep 2022 — Present
1) Assist financial firms by connecting them with our easy-to-use technology and client support teams 2) Provide broker-dealers & RIAs with more efficient tracking requirements such as training, attestations, conflicts of interest, and audits 3) Assist insurance companies & asset management firms by managing value-add CE content so that wholesalers more effectively establish & maintain advisor relationships (live seminars, Super CE, vouchers, webinars, and online content)
Skills
- Social Media
- Time Management
- Microsoft Powerpoint
- Customer Service
- Public Speaking
- Microsoft Excel
- Teamwork
- Microsoft Office
- Leadership
- Microsoft Word
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