Morgan Pace, CRPS®

Experience

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  AT&T Wireless

  Mar 2007 - Jul 2008

  Retail Sales Consultant

  Responsibilities undergone involved continuous training of technological advances in the cellular industry; being familiar with multiple computer programs and brands to set up wireless services for customers; involved with the sale of innovative cellular devices, home service plans, and wireless internet services.Met and exceeded monthly quotas on a consistent basis in a fast paced competitive environment.Recognized by customers as giving excellent customer service, ensuring a repeat visit.Dealt with phone and service errors, billing complications, service start-up and customer service. Show less

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  Capitol City Produce

  Jun 2011 - Mar 2012

  Sales Representative

  Job requirements involved maintaining current territory accounts while gaining new business for the Baton Rouge area. The position entailed staying up to date on produce market trends such as availability, and price variance while gaining produce business in food service institutions.Gained approximately $158,142 in new customer sales from June 2011-December 2011.Maintained account finances for my territory.Responsible for visiting with customers daily, scheduling appointments, and following up with clients. Show less

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  S&W Wholesale Baton Rouge, Prairieville

  Mar 2012 - Mar 2013

  Sales Representative

  Responsibilities include retaining, organically growing, and securing new business opportunities of current and potential food service institutions such as restaurants, hotels, caterers, and schools. Duties are successfully achieved by in depth product knowledge, efficient time management, strong relationship building skills, and the self driven ability to work in a competitive and constantly changing market.Working with business owners and management to educate them on products provided by our company that will help the success of their business. Responsible for adjusting price of individual products to compete within the market, while closely monitoring gross profit margins for maximum company profitability.Increased sales by $252, 114 within current accounts when comparing last year to this year.New account sales in the amount of $81,210.Staying up to date on account management, and account receivables within my territory. Show less

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  Paychex

  Apr 2013 - Jul 2013

  Retirement Services Representative

  Working with current payroll clients and small business owners to minimize their payroll tax liabilities and create tax shelters for their business. Setting up business owners for retirement through 401k plans for themselves and their employees. Also worked with business owners to set up Flexible Spending Accounts for their employees and showed them how it can benefit their business from employee retention, attracting a higher quality employee, and saving money on their employer tax liabilities.

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  Mutual of America

  Aug 2013 - Aug 2016

  Group Account Representative

  Mutual of America delivers the cost-efficiency of a full-service retirement plan provider: one company to help you meet your investment, communication and administrative responsibilities. Since 1945, Americans have turned to Mutual of America to help plan for their retirement and meet their long-term financial objectives. Today, Mutual of America is financially strong and is rated among the strongest companies in the industry by the major independent rating agencies.

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  Sapers & Wallack, Inc.

  Aug 2016 - Jan 2018

  Retirement Plan Consultant
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  SFP Wealth

  Feb 2018 - Sept 2021

  Director of Retirement Plans
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  Mutual of America Financial Group

  Sept 2021 - now

  Vice President, Client Operations