Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Urteaga

Charlotte,NC

Summary

Dynamic and results-driven professional with a proven track record at Tesla, adept at leveraging exceptional communication skills and a strong aptitude for technology to exceed sales goals. Spearheaded initiatives that boosted customer satisfaction and productivity by 40%, showcasing leadership and collaborative prowess. Fluent in English and Spanish, with proficiency in Microsoft Office Suite.

Overview

19
19
years of professional experience

Work History

Store Sales Advisor (Senior Advisor III)

Tesla
07.2023 - Current
  • Achieved 188 net orders in the first quarter back in the store, ranking 6th out of 25 advisors regionally and 2nd out of 10 store-level advisors.
  • Led peer training on sales pipeline management, developing and sharing of best practices in communication.
  • Proactively scheduled and led over 15 Tesla events, created new store front setup, and implemented communication tools for improved internal efficiency.
  • Spearheaded the creation of a check-in desk to maximize opportunities from walk-in traffic.
  • Developed and implemented a new communication workflow for the store, enhancing resolution times and significantly boosting customer satisfaction.

Virtual Advisor (Senior Advisor II)

Tesla
06.2022 - 07.2023
  • Promoted to Senior Advisor II in June 2022; became the top activity producer in the Mid-Atlantic South Region with over 9,400 activities in Q4 2022.
  • Provided expert guidance on delivery steps, Tesla app usage, and general inquiries, consistently maintaining high performance and adaptability by cutting down response time by 50% (from one hour to thirty minutes).
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.

Virtual Advisor (Inbound Phone Support I)

Tesla
07.2021 - 06.2022
  • Promoted to Phone Advisor in June 2021; averaged 70-80 calls daily and received direct commendation from Troy Jones (National Sales Director) for dedication and client service.
  • Maintained consistent performance with a 90% quality control rating, providing comprehensive support across sales, delivery, and service.

Store Sales Advisor (Sales Advisor I)

Tesla
01.2019 - 07.2021
  • Built strong customer relationships, consistently met or exceeded sales goals, and effectively managed client expectations for vehicle orders and delivery.
  • Enhanced customer experience by guiding them through Tesla ownership and online delivery processes.

Outbound Sales Representative

BB&T Investments
02.2014 - 06.2018
  • Generated an average of 150 appointments monthly, resulting in $1.2 million annual revenue; ranked top 2 out of 9 associates.
  • Boosted production by 33% annually; cultivated strong relationships with 20+ Financial Advisors.
  • Provided peer coaching on sales techniques and objection handling.

Personal Banker

Bank of America
04.2013 - 12.2013
  • Acquired 300 personal and 15 commercial accounts by utilizing strong interpersonal communication skills during client interactions; ranked top 4 out of 50 bankers and top 10% out of 2000+ bankers.
  • Averaged 8-10 sales interactions daily and coached tellers on referral strategies.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Office Manager / District Sales Leader

Primerica Financial Services
08.2010 - 04.2013
  • Supervised 30 team members, increasing productivity by 40%; streamlined office processes and managed licensing procedures.
  • Delivered exceptional service and supported office owner with personal and professional tasks.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Led the largest team of Series 6 brokers in Florida; ranked top 10 in life insurance sales within first month.
  • Enhanced productivity with new systems, increasing appointments by 20% and reducing sales closing times by 50%.

Retail Personal Banker

JP Morgan Chase
04.2005 - 08.2010
  • Exceeded monthly production goals by 25%; built a portfolio of 200+ personal and 100+ commercial clients.
  • Provided exceptional service, receiving continuous recognition; acquired 30 new relationships through proactive outreach.
  • Promoted from Teller to Personal Banker within 9 months, becoming the youngest Personal Banker at age 20. The position was customized as a part-time role to accommodate ongoing education.

Education

Associate of Arts - Psychology

Miami Dade College
Miami, FL
08.2014

High School Diploma -

Miami Sunset Senior High School
Miami, FL
06.2003

Skills

  • Completed a 4-month Leadership and Self-Development training with Gratitude Trainings, focusing on achieving personal and business goals
  • Volunteered with Redesign Trainings, leading conferences, organizing events, and mentoring participants
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
  • Strong aptitude for quickly mastering new technologies and computer systems
  • Creative thinker with a keen eye for detail, adept at building partnerships and working collaboratively
  • Native in English and Spanish
  • Interests include self-improvement seminars, personal growth literature, movies, theater, sports, and extensive knowledge of comic books and pop culture

Timeline

Store Sales Advisor (Senior Advisor III)

Tesla
07.2023 - Current

Virtual Advisor (Senior Advisor II)

Tesla
06.2022 - 07.2023

Virtual Advisor (Inbound Phone Support I)

Tesla
07.2021 - 06.2022

Store Sales Advisor (Sales Advisor I)

Tesla
01.2019 - 07.2021

Outbound Sales Representative

BB&T Investments
02.2014 - 06.2018

Personal Banker

Bank of America
04.2013 - 12.2013

Office Manager / District Sales Leader

Primerica Financial Services
08.2010 - 04.2013

Retail Personal Banker

JP Morgan Chase
04.2005 - 08.2010

Associate of Arts - Psychology

Miami Dade College

High School Diploma -

Miami Sunset Senior High School
Daniel Urteaga