MICHAEL R. QUINONES
Charlotte,NC
Summary
Driven and motivated sales consultant with a passion for finance and investing. Over two years of experience selling in dynamic and fast-paced environments in the financial services industry. Adaptable and flexible to accommodate growing customer needs and requests. Committed to working autonomously, building relationships, and providing superior client service within Vanguard.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Sales Consultant
Vanguard
Charlotte, NC
11.2021 - Current
- Exemplify advanced knowledge of sales techniques, and tactics and ability to use them to effectively differentiate Vanguard products and services from competing institutions.
- Use of both inbound and outbound sales skills to generate PAS leads and asset consolidation opportunities.
- Function as sales coach for newly hired crew members, to help lay the foundation of their success.
- Proven track record of effectively managing a book of business, which resulted in high rates of retention and service.
Sales Consultant
Vanguard
Charlotte, NC
03.2020 - 11.2021
- Establish lasting client relationships through consultative sales discussions, uncover needs, and position appropriate solutions to clients and prospects.
- Candidly communicate with clients periodically throughout the sales cycle, maintain relationships, resolve issues and drive strong business results.
- Act as a trusted advisor regarding risk management, rebalancing, and diversification to amplify client experience.
- Outperformed set sales quota for advisory consultations by 170% and by 155% for assets acquired. (10/2020 - 10/2021)
- Drive innovation via active problem-solving sessions, optimize existing workflows, and subsequently, coach recently onboarded team members.
Financial Advisor
Northwestern Mutual
Orlando, FL
06.2019 - 01.2020
- Expanded book of business by facilitating 10-15 meetings weekly with existing and prospective clients.
- Drove positive outcomes by conducting client-centric discovery meetings, factoring in investor goals, constraints and documenting material factors such as potential assets or liabilities that could potentially affect suitability.
- Implemented comprehensive, tailored financial plans through the use of proprietary software which, resulted in suitable investment product recommendations, further streamlining portfolio optimization process.
Education
CFP® Certification Education Program - Financial Planning
Kaplan: College of Financial Planning
Online04.2022
Bachelor of Science - Finance
University of Central Florida
Orlando, FL2019
Skills
- CRM Software (Salesforce/Microsoft Dynamics)
- Miller Heiman Professional Selling Methodology
- Lead Generation
- Book of Business Management
- Sale Pipeline Implementation
- Financial Analysis
- Financial Planning
- Interpersonal Communication
- Customer Service
Accomplishments
- Series 7, 63 & 66
- 2-15 Resident Health, Life & Annuities
Certification
- Miller Heiman Group Professional Selling Skills
- Wealth Management Specialist
- Bloomberg Market Concepts
- New Ways of Working
Leadership Roles
- Microsoft Dynamics Team Leader
- Relationship Management and Sales Ambassador
- New Hire Sales Coach
Timeline
Senior Sales Consultant
Vanguard
11.2021 - Current
Sales Consultant
Vanguard
03.2020 - 11.2021
Financial Advisor
Northwestern Mutual
06.2019 - 01.2020
CFP® Certification Education Program - Financial Planning
Kaplan: College of Financial Planning
Bachelor of Science - Finance
University of Central Florida