Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bob Daffron

Fenton,MO

Summary

Seasoned Sales Representative with exceptional success in business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals and growing business. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Overview

18
18
years of professional experience

Work History

Loan Officer

Golden Oak Lending
Fenton, MO
10.2011 - Current
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Maintained strict confidentiality of bank records and client information.
  • Advised clients on mortgage, education and personal loans.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Top 20% in sales
  • Multiply Loan Officer of the Month Winner

Financial Advisor

Edward Jones
Saint Louis, MO
11.2008 - 10.2011
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • 2010 Winners Circle(top sales award)
  • Regional Leader Award( exceeding sales goals)
  • Partners Award(Reaching sales level 3 in under 2 years)

Sales Representative

St Clair Corporation
St Louis, MO
11.1999 - 06.2003
  • Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
  • Contacted new and existing customers to discuss ways to meet needs through specific products and services.
  • Established fair pricing structures and finalized contracts to complete purchase agreements with customers.
  • Quoted prices, credit terms and other bid specifications.
  • Multiple top salesperson of the month winner
  • President's Sale Club Winner
  • Rookie of the year
  • Trained new salespersons

Education

St Louis Community College- Meramec

High School Diploma -

Northwest High School
Cedar Hill, MO
05.1997

Skills

  • Financial History Analysis
  • Product Education
  • Motivational Techniques
  • Client Interviews
  • New Client Acquisition
  • Consultations and Recommendations
  • Bank Product Marketing

Timeline

Loan Officer

Golden Oak Lending
10.2011 - Current

Financial Advisor

Edward Jones
11.2008 - 10.2011

Sales Representative

St Clair Corporation
11.1999 - 06.2003

St Louis Community College- Meramec

High School Diploma -

Northwest High School

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