Aaron Naphor
New York
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Sales Executive
Clarify Capital
New York
02.2023 - Current
- Prospected for new business through cold and warm channels, such as cold calling, inbound referrals, and maintaining current relationships, which resulted in growth within the organization. This included developing and managing an effective pipeline to ensure sales consistency, determining current and future buyers in the process.
- Built client trust by understanding their needs, and delivering effective solutions. This was done by delivering a comfortable sales process by determining client eligibility, managing expectations upon financial and strategic analysis, and negotiating with banks and private institutions on behalf of clients.
- Surpassed quarterly and annual sales targets by 100%, generating over $500,000 in company gross revenue annually, raising over $5 million in business financing solutions.
Account Manager
Fortis Group Advisors
Chester
08.2020 - 01.2023
- Prospected for new business through cold and warm outreach, securing over $2 million in new customer assets. This included maintaining strong relationships with existing clients, increasing firm revenue through the acquisition of additional assets to manage, and new client referrals.
- Developed and delivered customized financial plans aligned with clients' goals, including growth, retirement, and time-sensitive objectives.
- Collaborated with senior advisors to manage client portfolios within a Registered Investment Advisor (RIA) firm overseeing over $250 million in assets. Developing successful management strategies by analyzing securities and markets, determining clients' needs, and making educated decisions correlated to the clients' tolerance for risk.
Education
Bachelor of Arts - Finance
Montclair State University
Montclair, NJ05-2020
Skills
- Active listening and communication
- Strategic thinking
- Time management
- Financial analysis
- Data analysis
- Sales development
- Sales presentations
- Cold calling
- Salesforce CRM
- Microsoft Excel
Certification
- Series 7
- Series 66
Timeline
Senior Sales Executive
Clarify Capital
02.2023 - Current
Account Manager
Fortis Group Advisors
08.2020 - 01.2023
Bachelor of Arts - Finance
Montclair State University
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