Daniel Almance
Costa Mesa,CA
Summary
Professional Sales Executive with experience in attending to customer needs and converting prospects to increase sales. Accomplished in emphasizing service features and benefits, preparing sales order forms and developing reports. Expert in overcoming objections from prospective customers to maximize sales opportunities.
Overview
15
15
years of professional experience
Work History
Senior Financial Consultant
Complete Debt Relief
Santa Ana, CA
06.2024 - Current
- Worked with clients directly, focusing on accomplishing their specific financial goals through our personal loan and debt relief programs.
- Developed debt reduction strategies for clients based on their personal financial situation.
- Conducted extensive research to determine the best solutions for clients' debt issues.
- Analyzed credit reports, budget report, and other documents to identify areas of improvement.
Senior Financial Consultant
Priority Plus Financial
Costa Mesa, CA
07.2022 - 05.2024
- Developed debt reduction strategies for clients based on their personal financial situation.
- Conducted extensive research to determine the best solutions for clients' debt issues.
- Analyzed credit report, budget report, and other documents to identify areas of improvement.
Debt Consultant
Americor
Irvine, CA
01.2022 - 07.2022
- Evaluated client situations and recommended optimal products to meet individual needs.
- Answered client questions about factors affecting credit and recommended suggestions to improve credit scores.
- Reviewed credit reports to identify debt and determine best-fit strategies for consolidating or eliminating balances.
Sales Representative
Tax Relief Advocates
Irvine, CA
05.2020 - 01.2022
- Prequalified customers by gathering financial information needed to qualify for our tax relief programs.
- Explained the process and expectations to customers once prequalified
- Gathered financial documents needed for the program and kept client updated on the status of their file.
Senior Financial Consultant
Rescue One Financial
Irvine, CA
11.2017 - 05.2020
- Worked with clients directly, focusing on accomplishing their specific financial goals through our personal loan and debt relief programs.
- Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
- Processed approvals and completed underwriting conditions.
- Explained benefits of Debt Relief Programs to clients that did not qualify for a personal loan.
Senior Account Representative
Monex Deposit Company
Newport Beach, CA
05.2010 - 11.2017
- Commodity sales and trading of gold, silver, platinum, and palladium at largest precious metals dealer in the U.S.
- Sold over $300 million of product, building a $14 million trading book
- Analyzed markets using fundamental and technical analysis.
- Awarded frequent incentive awards for monthly and quarterly sales performance.
Education
Bachelor of Arts - Marketing
California State University - Long Beach
Long Beach, CAZig Ziglar Presentation Skills Training Course
CA DRE Licensed
Skills
- Ability to build trust and rapport with clients
- Persuasive selling
- Team builder
- Friendly, positive attitude
- Prospecting skills
- Sales presentations
Timeline
Senior Financial Consultant
Complete Debt Relief
06.2024 - Current
Senior Financial Consultant
Priority Plus Financial
07.2022 - 05.2024
Debt Consultant
Americor
01.2022 - 07.2022
Sales Representative
Tax Relief Advocates
05.2020 - 01.2022
Senior Financial Consultant
Rescue One Financial
11.2017 - 05.2020
Senior Account Representative
Monex Deposit Company
05.2010 - 11.2017
Bachelor of Arts - Marketing
California State University - Long Beach
Zig Ziglar Presentation Skills Training Course
CA DRE Licensed