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Skills

  • High-value, complex deal negotiation
  • Negotiation of multi-year client contracts
  • Team management
  • Digital strategy & platform utilization
  • Risk management in transactions
  • Customer retention strategies
  • Retention rate improvement
  • Client satisfaction tracking & reporting
  • Customer service
  • Multimillion-dollar deal brokering

Work Experiences

  • Answered 10 calls per 18 months to help customers with their questions and concerns.
  • Processed routine financial transactions for customers, such as program.
  • Addressed challenges during 2018’s downturn.
  • Achieved 63% in new client acquisitions.
  • Advised clients on strategic asset allocation.
  • Authored regular investment blogs and newsletters distributed to 4 clients, contributing to client retention rates above industry standards.
  • Achieved results over two years.
  • Acted as the main point of contact for corporate clients, addressing time-sensitive inquiries and delivering customized financial solutions.
  • Reviewed clients' portfolios and met with them to discuss their performance.
  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Accomplished sales professional adept at building client relationships, resulting in $13 referral business and 65% retention over consecutive years.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved 22% annual growth.
  • Costs were consistently reduced while profits were increased.
  • Achieved 69% new client acquisition.
  • Collaborative and solution-oriented broker.
  • Achieved 83% improvement in client acquisition.
  • Adept at building client relationships.
  • Achieved year-over-year revenue growth of $13.
  • Boosted portfolio growth.

Accomplishments

  • Partnered with internal and external stakeholders to execute long-term sales strategies, contributing to an incremental $3 in company revenue.
  • Played a key role in revamping the sales training process, which increased team close rates by 56% within the first 6 months.
  • Contributed to a company-wide initiative on revenue diversification, resulting in 75% growth in new verticals and product lines.
  • Established a new client onboarding process that reduced the time to close by 24%, scaling team efficiency and deal flow.
  • Developed a solution-oriented approach to broker relationships, which minimized friction and improved account retention rates by 84%.
  • Refined the customer engagement process, leading to a 84% increase in customer retention and a 24% reduction in churn.
  • Secured multimillion-dollar contracts by negotiating with top-tier corporate clients, consistently exceeding sales quotas by 65%.
  • Automated operational processes, reducing administrative workload by 85% and saving the company $2 annually.
  • Reduced sales cycle time by 66% while increasing revenue per customer through targeted solution selling and improved proposal management.
  • Conducted market analysis to identify new sales opportunities, driving 79% growth in underperforming sectors.

Affiliations

  • National Association of Social Workers
  • Rotary International
  • National Committee for Financial Education (NCFE)
  • Association for Supply Chain Management (APICS)
  • National Alliance of Life Companies (NALC)
  • Lions Club
  • American Marketing Association
  • Certified Investment Management Analyst (CIMA)
  • Association for Computing Machinery
  • Brokerage Advisory Council Member, Raleigh/2020

Certifications

  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant (CPA)
  • Sales Broker Certification – Texas
  • Certified Mergers & Acquisitions Professional (CM&AP)
  • CompTIA A+ Technician
  • Certified Structured Finance Analyst (CSFA)
  • Project Management Professional (PMP)
  • Certified Strategy and Competitive Advisor (CSCA)
  • Chartered Wealth Manager (CWM)

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