Charles Moon
Raleigh,NC
Summary
Seasoned Regional Manager well-versed in sales, team and business leadership. Knowledgeable of business operations in SaaS industry. Offering 6 years of experience and dedication to growth.
Overview
6
6
years of professional experience
Work History
Regional Manager
Equis Financial
11.2021 - Current
- Determined Financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures
- Promoted sales of life insurance products to achieve revenue targets, bringing in sales of $5,000,000 per year
- Exceeded corporate quotas for monthly policy sales.
- Forecasted sales and established processes to achieve sales objectives and related metrics
- Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability
Territory Manager
Covenant Roofing
08.2019 - 07.2021
- Supervised project sites to provide quality control to verify industry standards
- Coordinated outside vendors to develop comparative quotes and evaluate product availability
- Strengthened customer relationships by empathizing with their needs and communication of building processes
- Produced strong commission cash flow stream of over $80,000 per year.
- Worked with vendors and suppliers to support timely delivery of products and services.
- Researched competitor activity and used findings to develop sales growth strategies.
District Manager
ADP
09.2018 - 08.2019
- Cultivated and strengthened relationships with 600+ small business accounts
- Implemented sales strategy targeted to decision-makers and business owners to build networks and capture new business
- Worked independently and collaboratively as part of various teams to close sales, win business, and reach sales goals
- Completed corporate training top of class in the nation
- Selected to be 1 of only 12 client-centric managers
- Revitalized my team of 3 using positive reinforcement methods, resulting in 20% increase in sales.
- Exceeded sales targets with well-developed sales strategy.
- Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
Manager
Enterprise
08.2017 - 09.2018
- Calculated and evaluated end of day financial reports
- Oversaw daily branch operations while achieving exceptional levels of client satisfaction and revenue growth
- Organized and executed logistical support to increase revenue
- Top 10 in sales out of 700 employees in region.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
Bachelors of Science -
Liberty University
Lynchburg, VASkills
- Sales Experience
- Team Management
- Teaching Experience
- Relationship Building
- Salesforce
- Forecasting
- Time Management
- Critical Thinking
- Google Analytics
- Digital Marketing
- SEO
- CRM Software
- Saas
- Qualified Lead Generation
- B2B Sales
- Maintaining Customer Database
- Persuasive Negotiations
Timeline
Regional Manager
Equis Financial
11.2021 - Current
Territory Manager
Covenant Roofing
08.2019 - 07.2021
District Manager
ADP
09.2018 - 08.2019
Manager
Enterprise
08.2017 - 09.2018
Bachelors of Science -
Liberty University
Similar Profiles
Lamar WellsLamar Wells
Insurance Sales Representative at Equis FinancialInsurance Sales Representative at Equis Financial
Leanne GuimondLeanne Guimond
National Producer at Equis FinancialNational Producer at Equis Financial
Lara BouffardLara Bouffard
Life and Health Insurance Agent at Equis FinancialLife and Health Insurance Agent at Equis Financial
Jalen RimaJalen Rima
Field Underwriter at Equis FinancialField Underwriter at Equis Financial
FRANKLYN GENAOFRANKLYN GENAO
Team Member at Bomb BarTeam Member at Bomb Bar