Daniel Thomas

- Used consultative sales approach to understand and meet customer needs.

- Identified prospect needs and developed appropriate responses along with information on suitable products and services.

- Took 65 -70 sales calls daily to existing and new customers for business growth.

- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

- Directed and coordinated activities involving sales of manufactured products, services, and real estate.
- Oversaw regional and local sales managers and staffs.
- Researched market trends and stayed current on customer preferences to better lead sales operations.
- Taught the sales team how to connect with customers and build long-term, productive relationships.

- Prepared lists of properties for sale with detailed description and data to help customers zero in on potential purchases.
- Built successful business by continuously prospecting new client leads and obtaining marketing agreements.
- Volunteered for and tackled new assignments/ tasks to ease staff member burden.
- Completed all required paperwork within anticipated timeframes

- Built rapport with customers and assessed needs to make product recommendations and upsell.

- Worked closely with management to strategize sales techniques to increase branch production and customer service.

- Opened new accounts for new and existing customers and assisted customers in completing all application forms.

- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

- Monitored loans and accounts payable and receivable to keep current.

Proposed investment products to customers.