Full Time
N/A
40
Mar 11, 2025
CRM
Set up- import, tag, set up funnels- sales, sold, short term and long term contact.
Marketing
Basic adding logo and contact info.
Email
Connect with my team via
Sales tracking
Using excel / CRM to track success
Open to ideas of growth, looking for long term hire, looking for trust and loyalty.
About me; I have been in the insurance, retirement income space for 2 years. I run a basic successful business, I am looking for someone to help me and grow with me.
Sheri