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Skills

  • Long-term sales strategies
  • Financial product knowledge
  • Competitive analysis
  • HNW client demographic
  • FINRA registration
  • Customer service
  • B2B sales expertise
  • Problem resolution
  • Ad hoc analyses
  • MS Office

Work Experiences

  • Achieved 54% growth in the competitive the Pacific Northwest market.
  • Boosted average deal size by $4.
  • Built investment portfolios based on tailored risk tolerance.
  • Captured 79% of the emerging market.
  • Achieved results within the Pacific Northwest in six months.
  • Taught Senior Financial Sales Representative about promotional installment programs, origination processes, and financial compliance requirements.
  • Exceeded my quarterly revenue goals of $15.
  • Achieved results in framework.
  • Achieved ‘Best Financial Sales Team’ in 2023.
  • Achieved revenue growth in 2017.

Summaries

  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Accomplished Senior Financial Sales Representative committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in ServiceNow and QuickBooks.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Blended market research with product knowledge.
  • Financial Sales Manager with 18 years of experience leading teams to achieve sales goals while providing excellent customer service.
  • Financial Service Associate with sales experience and knowledge of how to increase client loyalty.
  • Aligned strategies with risk tolerance.
  • High-performing Senior Financial Sales Representative with 3 years of experience focusing on and proposing solutions to consumers' financial needs.
  • Adept at negotiation tactics.
  • Senior Financial Sales Representative is a successful Senior Financial Sales Representative who is dedicated to assisting small businesses in achieving financial success.

Accomplishments

  • Exceeded revenue goals by 73% through targeted upselling strategies and by identifying cross-selling opportunities within existing accounts.
  • Resolved product issue through consumer testing.
  • Established a CRM-driven approach to identify top client segments, increasing upsell opportunities by 85%.
  • Led a team of 8 sales professionals to achieve a 37% year-over-year increase in high-net-worth client onboarding.
  • Implemented a scalable account management system, contributing to a 85% improvement in customer satisfaction scores.
  • Conceptualized and led an international expansion strategy into the Southwest, generating $10 in new business within 2019.
  • Reduced costs related to the sales cycle by 39% through process streamlining and the integration of Microsoft Excel over a 12 month period.
  • Facilitated the renegotiation of contracts with top-tier clients, securing an additional $6 in long-term commitments.
  • Developed and trained sales team on advanced account management techniques, increasing client engagement by 15% and improving overall revenue.
  • Refined client onboarding materials, leading to a smoother transition which decreased onboarding time by 11 days.

Affiliations

  • Institute of Financial Operations & Leadership (IFOL)
  • Society of Women Engineers
  • Certified Financial Planner Board of Standards
  • European Financial Management Association (EFMA)
  • Sales Management Association
  • International Council of Nurses
  • Financial Planning Association (FPA)
  • Institute for Mergers, Acquisitions, and Alliances (IMAA)
  • Institute of Certified Bankers (ICB)
  • National Investor Relations Institute (NIRI)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Series 6 – Investment Company and Variable Contracts Products Representative
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Series 65 - Uniform Investment Adviser Law Exam
  • Certified Investment Management Analyst (CIMA)
  • ServSafe
  • Financial Market and Trading Risk Professional
  • Certified Sales Compensation Professional (CSCP)
  • Chartered Financial Consultant (ChFC)

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