Deborah Warren
Fort Worth,Texas
Summary
Personable Inbound Sales professional offering experience identifying, investigating and generating sales. Smoothly uncovered needs and provided solutions while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving product sales with strong consultative and cross-selling strategies. Bringing 10+ years of experience in inbound sales roles combined with excellent records management and administrative skills.
Overview
20
20
years of professional experience
Work History
Member Service Associate
Costco Wholesale
Southlake, TX
06.2014 - Current
- Investigated customer needs. Closed sales increasing overall profits by 10% quarterly.
- Continuously surpassed customer service standards.
- Generated over 100 sales leads quarterly
- Approached customer interactions with positive attitude
- Described and explained details about product options to inform customers and guide purchasing decisions.
Inbound Sales; Telephone, Email and Chat
Fidelity Investments
Westlake, TX
03.1999 - 06.2011
- Consistently handled incoming sales of $1mil+, effectively retained high dollar opportunities and collaborated with cross-sale partners
- Highlighted values and educated clients on pre-tax, institutional and retail financial products.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Consistently met and exceeded sales benchmarks of $250k or more per quarter.
- Handled over 60 interactions per shift identifying and cultivating high dollar sales opportunities while maintaining excellent performance stats.
- Increased sales by educating prospects on benefits of products and services in comparison to competitors
- Documented all transactions and support interactions in system for future reference and addition to knowledge base
Education
High School Diploma -
Capital High School
Boise, ID06.1997
Skills
- Polished and approachable sales demeanor
- Account management
- Customer-first philosophy
- Professional telephone etiquette- with flair!
- Multi-line phone talent
- Service standard compliance
- Complaint resolution
- Investigative sales techniques
- Strategic sales knowledge
- Sales expertise
- Inbound sales
- Performance metrics
- Call management software
- Cross-Selling
- Data Entry Proficiency
Accomplishments
Held Series 7 and 63 for 10 years. Met and exceeded standards for sales goals and performance metrics. Collaborated with trainers and fellow employees to maximize rates of success while pioneering Chat function for a Fortune 500 company. Contributed substantially to the development of training for new electronic response representatives.
Timeline
Member Service Associate
Costco Wholesale
06.2014 - Current
Inbound Sales; Telephone, Email and Chat
Fidelity Investments
03.1999 - 06.2011
High School Diploma -
Capital High School
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