Allen Heyman
Edison,NJ
Summary
Client advisory professional with history of enhancing client relationships and providing valuable financial guidance. Known for collaborative approach and achieving results in dynamic environments. Reliable team player with skills in strategic planning and client communication.
Overview
13
13
years of professional experience
Work History
Client Advisor
Open Road BMW
03.2023 - Current
- Delivered exceptional client service through active listening and tailored vehicle recommendations.
- Developed in-depth product knowledge to effectively address customer inquiries and concerns.
- Collaborated with sales team to streamline processes and enhance customer experience during vehicle purchase.
- Conducted follow-up communications to ensure client satisfaction and foster long-term relationships.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
Client Advisor
BMW of Bridgewater
08.2020 - 03.2023
Client Advisor
Paul Miller BMW
04.2013 - 08.2020
Education
Bachelor of Science - Economics And Political Science
Pennsylvania State University
University Park, PA05-1999
High School Diploma -
Rutgers Preparatory School
Somerset, NJ06-1994
Skills
- Client interaction
- Cross-selling techniques
- Client retention strategies
- Consultative selling
- Portfolio management
- Customer engagement
- Financial services
Timeline
Client Advisor
Open Road BMW
03.2023 - Current
Client Advisor
BMW of Bridgewater
08.2020 - 03.2023
Client Advisor
Paul Miller BMW
04.2013 - 08.2020
Bachelor of Science - Economics And Political Science
Pennsylvania State University
High School Diploma -
Rutgers Preparatory School