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Skills

  • First Aid/CPR
  • Data-driven decision making
  • Cold Calling and Prospecting
  • Program equipment
  • CRM tool proficiency (e.g., Asana)
  • Cross-functional team collaboration
  • Competitive analysis
  • Sales quota achievement
  • Dealer relationships
  • Client relationship management

Work Experiences

  • Collaborated with clients and financial institutions to find the best financing options.
  • Boosted total revenue by $3.
  • Analyzed complex financial statements.
  • Acquired 9 new corporate clients.
  • Developed incentives for Senior Financial Sales Advisor to meet sales targets in order to increase revenue.
  • Advised clients on wealth-building strategies.
  • Adjusted go-to-market strategies.
  • Achieved sales targets for SAP.
  • Achieved new account openings over the course of 2016.
  • Advised clients on long-term wealth-building strategies, increasing managed assets by $3 within 18 months.

Summaries

  • Collaborated with Senior Financial Sales Advisor to develop strategic sales plans for a company in the method industry.
  • Achieved results within 2016.
  • Award-winning advisor.
  • Within Miscellaneous, senior Senior Financial Sales Advisor and outstanding performer in project management and performance reporting.
  • Achieved a 68% increase in revenue.
  • Accomplished Senior Financial Sales Advisor renowned for building long-lasting client relationships and leading teams to exceed their quotas by 17% or more in the financial products space.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Award-winning advisor with a proven ability to exceed client expectations and drive 51% growth in financial sales, recognized with the prestigious Top Performer.
  • Assisted institutional investors and high-net-worth individuals.
  • Achieved this within 2017.

Accomplishments

  • Resolved product issue through consumer testing.
  • Documented and resolved category which led to method.
  • Led a team of 10 financial advisors to exceed sales targets by 55% through customized financial product recommendations.
  • Boosted portfolio growth for high-net-worth clients by 17% through strategic asset allocation and timely portfolio rebalancing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Conducted monthly performance reviews for the advisory team, consistently achieving a 73% increase in sales lead conversions.
  • Implemented predictive sales analytics using HubSpot, leading to a 55% increase in lead conversion rates for the sales team.
  • Expertly cross-sold category to current clients, contributing additional profits amounting to $8 in 2020.
  • Used framework to streamline performance report generation, improving decision-making speed and accuracy by 51% %.
  • Collaborated with team of 7 in the development of category.

Affiliations

  • Wealth Management Certified Professional (WMCP) Association
  • Association for Supply Chain Management (APICS)
  • International Society of Financial Analysts (ISFA)
  • Global Association of Risk Professionals (GARP)
  • Institute of Management Accountants (IMA)
  • American Medical Informatics Association
  • Chartered Alternative Investment Analyst (CAIA) Association
  • International Association for Quantitative Finance (IAQF)
  • Certified Financial Planner (CFP) Board of Standards
  • Association for Financial Professionals (AFP)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Securities Industry Essentials (SIE) Exam
  • Financial Data Professional (FDP)
  • Accredited Small Business Consultant (ASBC)
  • Credit Risk Certification (CRC)
  • Google Certified Professional Cloud Architect
  • Financial Modeling & Valuation Analyst (FMVA)
  • Certified Sales Leadership Professional (CSLP)
  • Certified Financial Marketing Professional (CFMP)
  • Cisco Certified Internetwork Expert (CCIE)

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