Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Daniel Valencia

Lancaster ,CA

Summary

Sales Development Representative


A highly motivated and results-driven sales and tech professional with a proven track record of success in driving revenue growth and delivering exceptional customer service. Skilled in developing and executing strategic sales plans, building strong relationships with clients, and leveraging technology to drive business outcomes. Possesses excellent communication and problem-solving skills, and is committed to continuous learning and professional development.

Overview

10
10
years of professional experience

Work History

Sales/Marketing Manager

Dreamscape Lingerie
12.2019 - Current
  • Overseeing day-to-day operations of the business, including managing employees, supervising work processes, and ensuring that products or services are delivered on time and to the satisfaction of customers
  • Developing and implementing business strategies to achieve the goals of the company, such as increasing sales, improving profitability, or expanding into new markets
  • Managing finances, including creating budgets, monitoring expenses, and making financial decisions that ensure the long-term success of the business
  • Developing and maintaining relationships with customers, suppliers, and other stakeholders, such as investors or community members
  • Analyzing data and market trends to identify areas for improvement and growth opportunities
  • Planning and executing marketing campaigns to promote the business and attract new customers
  • Managing inventory and supply chains to ensure that the business has the resources it needs to operate efficiently
  • Staying up-to-date with industry trends and best practices to ensure that the business remains competitive and innovative
  • Developing and implementing responsive design strategies to ensure that websites are accessible and easy to use on a variety of devices, including desktop computers, tablets, and smartphones
  • Creating visually appealing and user-friendly website designs that meet the needs of clients or users
  • Optimizing website designs for search engines and ensuring that they meet relevant accessibility standards.

Insurance Customer Service Representative/Broker

Pronto Insurance
07.2018 - 02.2021
  • Assessed client needs and recommended insurance policies that best met their requirements
  • Researched insurance policies from various insurance companies to find policies that met clients' needs and budget
  • Negotiated with insurance companies to obtain the best coverage and rates for clients
  • Advised clients on risk management and provided guidance on how to reduce exposure to potential losses
  • Managed clients' insurance policies, ensuring that policies were renewed on time and claims were handled efficiently
  • Built and maintained strong relationships with clients, providing ongoing advice and support as needed
  • Identified new business opportunities by networking with potential clients and promoting services to businesses and individuals
  • Prepared insurance proposals for clients, outlining the coverage and costs of various insurance policies
  • Assisted clients with insurance claims, helping them to navigate the claims process and ensuring that they received fair and timely compensation
  • Provided risk assessments to clients, identifying potential hazards and recommending strategies to minimize risk
  • Maintained accurate records of client policies, claims, and other important information, ensuring that all documentation was up-to-date and organized
  • Resolved client issues and complaints, ensuring that clients were satisfied with the service they received
  • Provided ongoing support to clients, answering questions, providing advice, and offering guidance as needed
  • Stayed up-to-date with industry regulations and legal requirements, ensuring compliance with all relevant laws and regulations.

Financial Services Associate

Check N' Go
05.2013 - 08.2016
  • Assisted customers with loan applications, explaining the terms and conditions of the loan and answering any questions they may have
  • Processed loan applications, verifying customer information and ensuring that all required documentation was complete and accurate
  • Conducted credit checks and other financial assessments to determine the customer's eligibility for a loan
  • Explained the terms and conditions of loan agreements to customers, ensuring that they understood the repayment schedule and any associated fees
  • Collected loan payments from customers, ensuring that payments were made on time and that any late fees were assessed and collected
  • Maintained accurate records of all loan transactions, ensuring that all documentation was up-to-date and organized
  • Provided excellent customer service, answering questions, addressing concerns, and resolving issues in a timely and professional manner
  • Maintained a clean and organized work environment, ensuring that all loan documents and other materials were properly stored and secured
  • Adhered to all company policies and procedures, ensuring that all loans were processed in accordance with established guidelines
  • Participated in training and development programs, staying up-to-date with industry regulations and best practices
  • Worked collaboratively with other staff members to ensure that all loan transactions were completed accurately and efficiently.

Education

School Diploma -

Lancaster High School
Lancaster, CA

Skills

  • Flexibility and Adaptability
  • Hard Working
  • Self-motivation
  • Interpersonal Skills
  • Decision Making
  • Problem Solving
  • Critical thinking and problem solving
  • Teamwork
  • Ability to Multitask
  • Effective Time Management
  • Fast Learner
  • Adaptability
  • Computer Skills
  • Customer Service
  • Ability to Work Under Pressure
  • Communication Skills
  • Ability to Work in a Team
  • Microsoft Office
  • Communication
  • Microsoft Excel
  • Customer Relations
  • Client Base Retention
  • Renewal Opportunities
  • Account Servicing
  • Retail Knowledge
  • Business Development
  • PR Events
  • Marketing Planning

Languages

Spanish
Native or Bilingual

Timeline

Sales/Marketing Manager

Dreamscape Lingerie
12.2019 - Current

Insurance Customer Service Representative/Broker

Pronto Insurance
07.2018 - 02.2021

Financial Services Associate

Check N' Go
05.2013 - 08.2016

School Diploma -

Lancaster High School

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Daniel Valencia