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Skills

  • Merchandising expertise
  • Network development
  • Retention strategies
  • Competitive analysis
  • Operations analysis
  • Business Planning
  • Gap analysis
  • Service agreements
  • Fluent in Spanish
  • Account development

Work Experiences

  • Created marketing materials such as flyers and business cards to find new customer leads.
  • Increased annual revenue by 16% by recommending improvements in process efficiency.
  • Helped plan software and system testing efforts for metric and framework.
  • Evaluated the impact of current metric business processes on users and stakeholders, as well as potential improvement areas.
  • Oversaw testing cycles for framework software and applications in the metric industry, including test plan creation, script development, and user acceptance testing coordination.
  • Was in charge of purchasing information that was stored in ServiceNow.
  • Inbound sales inquiries and outbound telemarketing calls were my responsibilities.
  • Developed start-up and scaling cost estimates for business plans submitted to venture capital firms.
  • Negotiated pricing to find the best deal and save about 4% per year.
  • Collaborated closely with members of the software development and testing teams to design and develop robust metric solutions that met client functional, scalability, and performance requirements.

Summaries

  • Strong ability to gain team buy-in to organizational changes and move business reorganization forward.
  • Highly skilled and knowledgeable in the techniques used to close sales.
  • Mandarin is a bilingual individual who is fluent in both languages.
  • With a growing company, I'm looking for new professional challenges.
  • Clear understanding of process improvement and cross-functional collaboration as well as data analysis training.
  • Schedule flexibility and the ability to travel up to 9% of the time.
  • Internal Wholesaler with 11 years of successful process improvement and risk assessment experience.
  • Internal Wholesaler is a well-organized Internal Wholesaler with 12+ years of experience as a consistent producer who is driven to improve results and exceed objectives.
  • Excellent knowledge of method industry practices, products, and customer requirements.
  • Versatile Miscellaneous expert capable of devising targeted promotional strategies to boost sales of program products.

Accomplishments

  • Prepared
  • Product Roll-Out: Responsible for marketing for product launch including public relations, direct mail pieces, trade shows, sales training and e-mail campaign.
  • Market Research: Defined industry segments and identified opportunities in domestic and international markets.
  • Consulted
  • Managed
  • Reduced
  • Resolved product issue through consumer testing.
  • Guided
  • Marketing Requirements: Worked with customers to define and develop business cases for new products Wrote marketing requirements documents for future product development.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Financial Planning Association (FPA) - Engaging in mentorship programs for refining financial advisory and sales execution.
  • National Association of Wholesale-Distributors (NAW) - Active member, contributing to discussions on best practices in product distribution and lead generation.
  • Project Management Institute
  • American Marketing Association (AMA) - Connected with marketing professionals to optimize financial product promotions and marketing analytics.
  • Wholesalers Industry Network - Leveraged networking to build relationships with top financial firms and advisors.
  • Financial Services Institute (FSI) - Engaged in promoting policy development to enhance financial advisor regulations.
  • Freemason
  • International Association of Administrative Professionals
  • Society of Financial Services Professionals (FSP) - Networked to expand knowledge on financial product diversification and risk management strategies.
  • American Medical Informatics Association

Certifications

  • Financial Data Professional (FDP) Certification
  • CompTIA Security+
  • Certified Sales Leadership Professional (CSLP) - Sales Management
  • Certificate in Financial Products and Customer Experience from standard
  • Certified Salesforce Consultant for Financial Services Cloud
  • Certified Wealth Strategist (CWS)
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Certified Specialist in Planned Giving (CSPG)
  • ServSafe

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