Summary
Overview
Work History
Education
Timeline
Generic

Danny Dalton

aliso viejo

Summary

Seasoned Sales Agent with 18 years of experience in debt settlement and financial services sectors. Proven track record in maximizing revenue, training new hires, and implementing effective sales strategies. Seeking Sales Agent role to leverage top-tier negotiation skills and extensive industry knowledge.

Overview

4
4
years of professional experience

Work History

Account Executive

the Lender
01.2025 - Current
  • Provided exceptional customer service, addressing broker and loan agents needs to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.

Sales Agent

United Tax Defense
10.2024 - 01.2025
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Assisted call-in customers with questions and orders.
  • Explained features and advantages of [Type] products or services to promote sales.
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings.

Sales Associate

Republic Tax
07.2024 - 10.2024
  • Engaged with customers to build rapport and loyalty.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.

Sales Manager

FIMAC
07.2024 - 07.2024
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.

Sales Associate

Liberty 1 Financial
02.2024 - 07.2024
  • Engaged with customers to build rapport and loyalty.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

Sales Manager

Complete Debt Relief
06.2023 - 02.2024
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

Sales Associate

Amity Debt Relief
06.2023 - 06.2023
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.

Sales Associate

Gaurdian Tax
05.2023 - 05.2023
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.

Sales Manager

1 Debt Free
05.2021 - 04.2023
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
  • Boosted customer retention rates, establishing robust follow-up system and personalizing client interactions.

Education

Associate of Arts - Business

Cypress College
Cypress, CA
01-1992

Timeline

Account Executive

the Lender
01.2025 - Current

Sales Agent

United Tax Defense
10.2024 - 01.2025

Sales Associate

Republic Tax
07.2024 - 10.2024

Sales Manager

FIMAC
07.2024 - 07.2024

Sales Associate

Liberty 1 Financial
02.2024 - 07.2024

Sales Manager

Complete Debt Relief
06.2023 - 02.2024

Sales Associate

Amity Debt Relief
06.2023 - 06.2023

Sales Associate

Gaurdian Tax
05.2023 - 05.2023

Sales Manager

1 Debt Free
05.2021 - 04.2023

Associate of Arts - Business

Cypress College
Danny Dalton