Courtenay Donella-Sheley

• Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
• Answered phone calls and emails from potential and existing customers.
• Built sales forecasts and schedules to reflect desired productivity targets.
• Established ambitious goals for myself to promote achievement and surpass business targets.
• Conducted market research and reported on competitors.
• Improved profit margins by effectively managing expenses, budget, and overhead, increasing closings, and optimizing product turns.
• Enhanced sales volume through skilled support to both new and inactive customers.
• Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
• Led sales planning, development, and account management to grow existing accounts and establish new sales accounts.
• Created and maintained a sales environment to support business objectives.
• Developed and significantly grew community occupancy by 25% within the first 12 months of my employment.
• Used change methodologies to increase sales, and led projects for increased productivity.
• Assisted in renting 117 apartments and achieved 100% occupancy by January 2024.
• Directed and coordinated products, services, and sales activities.
• Trained, coached, and mentored junior sales staff on effective selling techniques.
• Developed and implemented successful sales strategies to increase customer base.
• Prepared presentations highlighting key features of products and services offered by the company.
• Implemented CRM systems and optimized processes related to lead management.
• Created and maintained relationships with clients, vendors and other business partners.
• Utilized a variety of marketing materials such as brochures, flyers, websites. to promote products and services.
• Organized promotional events such as trade shows, conferences, seminars. to generate leads.
• Conducted regular meetings with team members to discuss progress of projects and initiatives.
• Managed customer inquiries promptly via phone or email; resolved complaints efficiently and effectively.
• Reviewed sales strategies and marketing plans to optimize strategies and enhance results.
• Supported sales team members to drive growth and development.
• Coached, developed and motivated team to achieve revenue goals.
• Researched current trends within the local market in order to identify areas where improvements can be made.

Drafted reports outlining performance metrics and results achieved from sales campaigns and initiatives.

• Planned visits to existing customers' premises in order to maintain good relations and identify further opportunities.
• Coordinated with vendors for sourcing of materials needed for promotional campaigns and events.
• Participated in industry forums and networking events to build contacts and foster relationships within the community.
• Provided guidance on all aspects of sales process including prospecting activities and closing deals.
• Monitored competitor activities in the marketplace to ensure competitive positioning.
• Developed and significantly grew assigned territory using strong engagement and marketing skills.

• Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
• Consulted with clients to assess and meet short- and long-term financial goal.
• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Drafted executive analysis reports detailing profit opportunities and potential risks involved.
• Analyzed wills, insurance policies and corporate contracts.
• Kept abreast of financial impact of clients' life changes to meet needs and target new areas of growth.
• Developed and expanded financial planning relationships with customers through loyal and dedicated service.
• Assisted clients with planning for and funding retirements using mutual funds and other strategies.
• Drove annuity sales to over $120 million by initiating effective sales techniques.