Stephanie Gervase

Sales & Marketing Specialist

Role: Sales and Marketing Specialist at Spartan Financial Advisors
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Sales and Marketing Specialist
Spartan Financial Advisors
Aug 2020 — Present · Raleigh, NC, US

Education

University of North Carolina at Chapel Hill
Bachelor of Education - BEd

Skills

Public Speaking
Strategy
Team Leadership
Talent Acquisition
Social Media
Training
New Business Development
Enterprise Software
Sales Management
Microsoft Office
Sales
Recruiting
Interviews
Event Management
Social Networking
Creative Writing
Account Management
Team Building
Management
Event Planning
Employee Training
Strategic Planning
Employee Relations
Leadership
Marketing
Talent Management
Coaching
Business Development
Marketing Strategy
Inside Sales
Consulting
Customer Service

Contact information

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Work email
•••••@spartanfinancialadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Spartan Financial Advisors

Financial Services · 2 employees · Founded 2019 · Raleigh, North Carolina, United States

Creating a client experience centered around service. Working in the areas of goal and/or problem identification, educating the client and finally, mapping out a logical path toward the solution. Operating within these three key areas allows our clients to navigate their financial lives with confidence. We will clearly evaluate and explain the products you already have (if any). Next, we help refine your financial goals and identify any challenges that would prevent this from taking place. Finally, we put together a written, evolving and easy-to-understand plan to get there. Spartan Financial Advisors are fiduciaries. We do not have quotas or minimum sales requirements of certain products in order to qualify for pensions or other benefits. We will not recommend products that do not align with the client\'s risk profile and stated objectives.

spartanfinancialadvisors.com

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Experience

Sales and Marketing Specialist

Education

University of North Carolina at Chapel Hill

Skills

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