Charmaynne Gregory
Woodstock,GA
Summary
Resilient, Dedicated and Energetic with tenacity to establish beneficial relationships with clients on a per-call and face-to-face basis. Well-versed in taking calls, setting appointments, offering credit card solutions, auto and mortgage loans. Seasoned Sales Representative with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories.
Overview
20
20
years of professional experience
Work History
Sales Development Advisor II
SelectQuote Insurance Services
09.2022 - Current
- Grew customer base leads into clients by identifying needs for relevant insurance products and solutions to fit client budgets and needs
- Enhanced market penetration through competitive analysis and customer satisfaction surveys
- Offer services and analysis via telecommunications, email, and Internet leads
- Average calls handled was 200-300 calls a day
- Currently met and exceeded metrics and quota attainment set for me by my management team
- Offered every customer an exceptional service level by active listening and remaining friendly and professional on every call.
- Utilized CRM software to manage customer accounts and track performance metrics.
Small Business Certified Banker
Truist Bank
07.2021 - 09.2022
- Advised customers on bank products, services, and financial planning options
- Enhanced relationships by providing excellent service to small business customers
- Consulted with small business customers to determine needs and means and propose personalized banking solutions
- Balanced daily cash deposits and vault inventory with zero error rate
- Prepared official checks for customer and internal bank needs
- Offered every customer an exceptional service level by remaining friendly and professional during every transaction.
Account Manager
Bank of America
07.2018 - 07.2021
- Grew customer base by identifying needs for relevant product solutions to fit client budgets and schedules
- Enhanced market penetration through competitive analysis and customer satisfaction surveys
- Offer financial services and analysis via telecommunications, email, and video conferencing
- Average 70 contacts per day
- Currently at 107% YTD Year Attainment
Account Manager
CoolRay
07.2017 - 07.2019
- Delivered fast, friendly, and knowledgeable service for routine questions
- And service complaints
- Evaluated customer account information to assess current issues and
- Determine potential solutions
- Oversaw addressing of customer requests for friendly, knowledgeable
- Service and support
- Handled an average of 80 calls per day
- Made a Millionaire within 6 Months of
Sales Representative
FleetCor
10.2016 - 07.2017
- Sell GPS Tracking Equipment to Successful Business Fleets
- Partner with Fuel Management Executives for Fuel Loss Resolution
- Offer Loan Services to Prospective Clients
- Top 5 Sales Reps regarding Quota Attainment.
Education
High School Diploma -
Continental High School
Orlando, Florida06.1997
Skills
- Certified Banker
- CRM Banking Software Proficient
- SAP Proficient
- Microsoft Office Proficient
- B2B Negotiation
- Social Media Proficient
- Customer Service
- Inside Sales
- Team Lead
- Mentor
- Resolution Specialist
- Consultative Sales
- Presentations and Public Speaking
- Relationship Building
- Compliance Requirements
- Critical Thinking
- Relationship Development
Timeline
Sales Development Advisor II
SelectQuote Insurance Services
09.2022 - Current
Small Business Certified Banker
Truist Bank
07.2021 - 09.2022
Account Manager
Bank of America
07.2018 - 07.2021
Account Manager
CoolRay
07.2017 - 07.2019
Sales Representative
FleetCor
10.2016 - 07.2017
High School Diploma -
Continental High School
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