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Skills

  • Competitive analysis
  • Dealer relationships
  • CRM management (Power BI)
  • Operational improvement
  • Team building
  • Time management and prioritization
  • Customer Success Metrics
  • Relationship development
  • Churn rate reduction strategies
  • MS Office

Work Experiences

  • Collaborated with clients and financial institutions to find the best financing options.
  • Collaborated with product development.
  • Achieved $12 in new revenue pipelines.
  • Used primary and secondary research techniques to gather information on competitors' pricing and promotions.
  • Inspired a high-performing sales team to increase sales by 14% through implemented.
  • Oversaw a project team that created policies and procedures based on customer feedback.
  • Achieved an average portfolio increase of $17 per client.
  • Assisted in launching a new product line.
  • Built client retention strategies.
  • Promoted HubSpot at industry events as a representative of standard company.

Summaries

  • Achieved results during 2019.
  • Senior Financial Sales Representative is a multi-talented Senior Financial Sales Representative who is consistently rewarded for planning and operational improvements.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Oversaw a sales team of 9 people in the framework industry selling QuickBooks.
  • Trained and mentored 11 employees to meet ambitious sales targets through budget management.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Adept at negotiation tactics.
  • Accomplished Senior Financial Sales Representative with experience in cross-selling financial products, enhancing multi-departmental collaboration, and generating $10 in upsell revenue.
  • Managed high-value customers and coached Senior Financial Sales Representative on how to expand his client base.
  • 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.

Accomplishments

  • Refined client onboarding materials, leading to a smoother transition which decreased onboarding time by 11 days.
  • Developed custom financial strategies for high-net-worth individuals, yielding a 39% increase in portfolio value within 2016.
  • Increased operational effectiveness by modifying sales processes, shortening the average deal closure time by 15 days.
  • Collaborated with team of 7 in the development of procedure.
  • Participated in a cross-functional initiative that reduced onboarding time for new clients by 16 weeks while increasing customer satisfaction by 26%.
  • Developed and trained sales team on advanced account management techniques, increasing client engagement by 15% and improving overall revenue.
  • Resolved product issue through consumer testing.
  • Developed a value proposition that resonated with corporate clients, resulting in a 41% increase in client retention.
  • Improved sales performance by 72% through coaching and development of sales team in advanced financial solutions and techniques.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Young Presidents’ Organization (YPO)
  • Private Equity International (PEI)
  • Toastmasters
  • Insurance & Financial Communicators Association (IFCA)
  • Global Association of Risk Professionals (GARP)
  • European Financial Management Association (EFMA)
  • Institute of Certified Bankers (ICB)
  • Digital Finance Institute
  • Institute of Financial Operations & Leadership (IFOL)
  • American Marketing Association

Certifications

  • CRM Management Skills Certification Microsoft Excel
  • Cisco Certified Network Associate (CCNA)
  • NAIFA’s Life and Annuity Certified Professional (LACP)
  • Series 63 – Uniform Securities Agent State Law Exam
  • Certified Investment Management Analyst (CIMA)
  • CompTIA Network+
  • Corporate Sales Solutions Specialist Certificate
  • Microsoft Certified Systems Engineer (MCSE)
  • SPIN Selling Certification
  • Series 65 - Uniform Investment Adviser Law Exam

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