Results-oriented leader with extensive experience in consultative sales and business development. Recognized for achieving challenging sales goals and building high-performing teams. Skilled in training and mentoring to enhance team performance and foster strong relationships.
Overview
24
24
years of professional experience
Work History
RELATIONSHIP BANKER
M&T BANK
Endwell
09.2013 - 08.2020
Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.
Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP).
Sales Excellence Award-This annual award recognizes employees who consistently sell across multiple customer needs. I achieved this award in 2016, 2017 and 2018.
INSURANCE SALES REPRESENTATIVE
STATE FARM INSURANCE
Binghamton
09.2012 - 05.2013
Sold auto, home, and life insurance to consumers, contributing to revenue growth for Fortune 100 company.
Prospected new customers through relationship building, community-based networking, and targeted marketing activities to expand client base.
Engaged in on-site prospecting activities at community and employer events to connect with potential clients and increase visibility.
Participated in extensive training program to learn agency operations.
INSURANCE SALES/SERVICE REPRESENTATIVE
ROBERT J. HANAFIN INSURANCE CO
Endicott
06.2008 - 07.2012
Sold home/auto insurance policies and met clients face to face to finalize the policies.
Answered new business phone calls, quoting insurance policies across multiple carriers to meet client needs.
Provided exceptional customer service to personal and commercial lines customers, resolving inquiries and enhancing client relationships.
Serviced new and existing policyholder accounts, ensuring accurate updates and client satisfaction.
INSURANCE SALES REPRESENTATIVE
LIBERTY MUTUAL INSURANCE GROUP
Vestal
05.2006 - 03.2008
Completed extensive four-month training program and attained insurance licenses in property/casualty and life in New York and Pennsylvania.
Achieved weekly and monthly quotas set by the company through dedicated sales efforts.
Meet and exceed weekly and monthly quotas by making a minimum of 20 outbound calls daily.
Conducted outbound calls to achieve weekly and monthly quotas for insurance policies, contributing to overall team performance.
Participated in weekly meetings with mortgage brokers, realtors, and car dealers to establish a referral base for insurance policies.
Won 'Sales representative of the month' award in August for exceeding quota above any other sales representative in the office.
Won the 'Pursuit of Excellence' award for meeting my six month goal for new policy sales.
Won 'Pacesetter' award in the month of June for attaining 18 new policies and 1 life policy.
STORE MANAGER
ATLANTIC WIRELESS - CINGULAR SIGNATURE AGENT
Elmira/Binghamton
04.2004 - 04.2006
Recognized as Store Manager of the Year for 2005 among 40 stores in New York, New Jersey, and Pennsylvania.
Developed and executed store sales plans to drive revenue growth.
Boosted feature and add-on sales through targeted customer engagement strategies at both store locations.
Oversaw inventory management and transactions, ensuring compliance with company standards.
Hire, train, coach, and manage a retail store sales staff.
Established work schedules to optimize payroll expenses while maintaining staffing needs.
Chosen for the District Management training program and managed a second store to improve performance metrics.
Promoted to this position due to exceptional overall performance.
Serve as Training Specialist for all new hires within district.
COMMUNICATION SPECIALIST
AT&T WIRELESS
Johnson City
01.2001 - 01.2004
Established company as market leader in wireless industry by consistently achieving sales goals and adhering to company standards.
Finished 2003 as the #1 sales person in my district, out of 53 sales representatives in New York and Pennsylvania.
Sales performance and profitability grew by 20% at the end of Q1 2004.
Selected for task force to enhance productivity at Vestal NY location due to outstanding performance in 2003.
Trained three new hires, facilitating their onboarding and integration into the team.
SALES ASSOCIATE
CIRCUIT CITY
Vestal
01.1997 - 01.2000
Sold wireless phones and services, enhancing customer satisfaction in cellular department.
Sold electronic devices, including CD players, stereos, fax machines, and home phones, contributing to department sales targets.