Chloe Stanton
Buda,TX
Summary
Enthusiastic and eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. Clear understanding of communication, teamwork, and training with customers. Motivated to grow, learn, and excel in future responsibilities
Overview
3
3
years of professional experience
Work History
Sales Development Representative
Nolan Transportation Group
12.2024 - Current
- Performed targeted outbound calling of 70+ daily to prospect sales opportunities.
- Developed understanding of competitive landscape to effectively identify customer needs.
- Managed several different customer accounts and needs at once.
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Developed key understanding of pipeline and target objectives to execute sales opportunities.
- Utilized Salesforce to prioritize opportunity tracking and customer data.
Financial Representative
Fidelity Investments
02.2024 - 08.2024
- Met with 20+ customers per day to assess needs, financial status, and eligibility to ensure client satisfaction.
- Processed check deposits, opened customer accounts and assisted with notarizations.
- Completed fraud trainings to be able to identify fraudulent and suspicious activity within clients profiles.
- Analyzed budgets, and projections for accurate reports on financial standing.
- Managed customer data and tracked progress on Salesforce.
Strategic Sales Associate
Jackson National Life Insurance Company
04.2022 - 02.2024
- Exhibited strong time management skills by transferring funds for 100+ clients per day.
- Handled clients confidential information.
- Created and presented data through graphs, charts, and tables.
- Proficient in deciphering Excel tables.
- Participated in team meetings and training sessions regularly for continuous professional development within the industry.
Education
Bachelor of Arts - Communications
Michigan State University
East Lansing, MI05-2023
Skills
- Relationship Building Data & Information Visualization: Microsoft PowerPoint
- Interpersonal Communication
- Customer Focused Service Financial Modeling: Microsoft Excel, Adobe Cloud, Adobe Photoshop
- Collaborative & Leadership Skills
- Proven ability to manage multiple priorities
- Organizational skills
Culture Committee
Am a dedicated group member of the culture committee at NTG. Help plan outings and events for the office, while being all inclusive.
Timeline
Sales Development Representative
Nolan Transportation Group
12.2024 - Current
Financial Representative
Fidelity Investments
02.2024 - 08.2024
Strategic Sales Associate
Jackson National Life Insurance Company
04.2022 - 02.2024
Bachelor of Arts - Communications
Michigan State University
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