Dan Maughan

Built a book of business by cold calling, soliciting referrals and word of mouth.

• Supported account management initiatives by coordinating client communications and meetings.
• Learned to utilize CRM systems for tracking sales activities and customer interactions.
• Collaborated with cross-functional teams to ensure alignment on account strategies.
• Maintained accurate records of account performance and client feedback for continuous improvement.
• Adapted quickly to training sessions on industry best practices and sales techniques.
• Built strong relationships with key decision-makers at the executive level within national accounts organizations.
• Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue.
• Fostered an environment of collaboration and open communication with internal teams to ensure seamless execution of national account initiatives.
• Resolved complex problems to positively impact sales and business direction.
• Strengthened relationships with key clients by maintaining consistent communication and providing tailored solutions.
• Brought lapsed accounts back to active status and providing additional revenue.
• Expanded national account portfolio through strategic prospecting and effective sales presentations.
• Maximized revenue growth by identifying upsell opportunities within existing accounts.
• Reached out to customers frequently to check on satisfaction, inquire about needs and propose new offerings.
• Enhanced client retention rates by proactively addressing issues and offering exceptional customer service.
• Identified profitable business leads and built pipeline of prospective customers.
• Improved profit opportunities by cultivating expansion of existing customer base and generating new accounts.

• Developed personalized financial plans for clients based on individual goals and risk tolerance.
• Conducted comprehensive market research to identify investment opportunities and trends.
• Assisted clients in navigating retirement and estate planning strategies effectively.
• Collaborated with team members to enhance client service protocols and improve satisfaction rates.
• Educated clients on various financial products, ensuring informed decision-making processes.
• Fostered strong relationships with clients through regular communication and follow-ups on their investments.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
• Increased client satisfaction by providing personalized financial advice and investment strategies.