Brandon Rizk
Union Beach,NJ
Summary
Results-driven sales professional with nearly 10 years of experience in financial services, consultative selling, and client acquisition. Proven ability to identify customer needs, build strong pipelines, drive cross-selling opportunities, and convert prospects into loyal clients. Skilled in outbound outreach, CRM management, needs-based selling, and delivering personalized solutions that accelerate revenue growth and pipeline development. Proactive communicator with a track record of exceeding targets and fostering long-term relationships.
Overview
11
11
years of professional experience
Work History
Senior Sales Specialist - Relationship Development
Santander
10.2024 - Current
- Building and cultivating high-value client relationships, driving account growth, retention, and increased product adoption through targeted needs assessments and personalized recommendations.
- Delivering exceptional consultative service by actively listening to client needs and guiding them toward the best-fit financial products.
- Conducting in-depth financial needs analysis to identify cross-sell and up-sell opportunities, resulting in expanded service usage and higher client lifetime value.
- Utilizing advanced analytics to assess client profiles and deliver tailored solutions significantly increasing service uptake and pipeline quality.
- Partnering with internal teams to optimize client onboarding processes, reducing time-to-value, and improving conversion from prospect to active customer.
- Led implementation of a new CRM system to track interactions and opportunities, enabling data-driven follow-ups and deeper client engagement.
Sales & Financial Services Representative
TD Bank
04.2023 - 09.2024
- Leveraged deep product knowledge to prospect, qualify, and recommend tailored solutions including new accounts, credit products, investment options, and mortgage loans.
- Acted as the primary point of contact for multiple product lines, focusing on uncovering investment needs and converting inquiries into closed sales.
- Prospected and engaged clients through consultative conversations, consistently identifying opportunities and driving cross-selling to grow revenue per client.
- Built lasting client relationships through superior service, clear communication, and proactive follow-up, resulting in high satisfaction and repeat business.
- Managed competing priorities efficiently while independently resolving client issues and advancing sales opportunities with minimal oversight.
- Performed data analysis on client portfolios and market trends to inform sales strategies and improve overall customer experience and conversion rates.
Financial Sales Representative
Northwestern Mutual
09.2022 - 02.2023
- Prospected and pitched insurance and investment products to individuals and businesses, analyzing needs to determine the most viable solutions and drive sales.
- Developed and presented customized investment and financial plans, serving as a trusted advisor to help clients achieve their goals.
- Conducted financial due diligence and created valuation models to support informed purchasing decisions and close high-value opportunities.
- Built a pipeline of interested prospects through targeted outreach and partnership development, converting leads into active financial management clients.
- Reconciled and analyzed financial data to eliminate discrepancies, providing clear insights and recommendations to leadership and clients.
- Delivered technical advice and guidance on financial products and procedures through independent research and consultative selling.
Associate Banker - Client Acquisition & Sales
JP Morgan Chase
08.2019 - 08.2022
- Delivered exceptional client experiences by proactively building relationships and connecting customers with relevant financial products and services.
- Identified client needs and referred opportunities to specialists, driving cross-sell of consumer and bank-focused solutions while educating on digital channels.
- Presented and promoted banking products and services during every interaction, consistently enhancing product utilization and client engagement.
- Managed end-to-end financial transactions and inquiries with accuracy, compliance, and a strong focus on upselling appropriate solutions.
- Resolved client issues efficiently while maintaining a sales-oriented mindset to turn service interactions into growth opportunities.
Mobile Sales Expert
T-Mobile US Inc.
08.2017 - 07.2019
- Prospected and consulted with customers to understand business and personal needs, recommending mobile devices and plans that maximized value and drove sales.
- Conducted needs-based questioning and research to identify the most effective solutions, consistently closing sales and increasing average transaction value.
- Delivered personalized recommendations and handled objections to convert inquiries into completed purchases.
- Led special projects to improve sales processes and operational efficiency in a high-volume retail environment.
Finance & Sales Manager
NJ Auto Sales
09.2015 - 07.2017
- Negotiated vehicle sales and secured customized financing and insurance packages, tailoring solutions to each customer's needs and budget.
- Generated significant dealership revenue through proactive selling of finance and insurance products on new and used vehicles.
- Consistently met or exceeded monthly finance and insurance goals by building rapport, overcoming objections, and closing deals efficiently.
- Analyzed sales trends and processes to identify improvement opportunities, implementing changes that boosted revenue and customer satisfaction.
Education
Associate of Science -
Middlesec County College
Skills
- Sales & Consultative Selling
- Lead Generation & Prospecting
- CRM Management (Salesforce, custom systems)
- Needs Analysis & Cross-Selling
- Pipeline Development & Opportunity Qualification
- Relationship Building & Outreach
- Data Analysis & Sales Analytics
- Objection Handling & Closing
- Financial Product Knowledge
- Customer Acquisition & Retention
Timeline
Senior Sales Specialist - Relationship Development
Santander
10.2024 - Current
Sales & Financial Services Representative
TD Bank
04.2023 - 09.2024
Financial Sales Representative
Northwestern Mutual
09.2022 - 02.2023
Associate Banker - Client Acquisition & Sales
JP Morgan Chase
08.2019 - 08.2022
Mobile Sales Expert
T-Mobile US Inc.
08.2017 - 07.2019
Finance & Sales Manager
NJ Auto Sales
09.2015 - 07.2017
Associate of Science -
Middlesec County College