Experienced Comfort Advisor with a proven record of delivering exceptional service and ensuring customer satisfaction. Proficient in providing tailored HVAC solutions to enhance home comfort, leading to increased client trust and repeat business. Skilled in effective communication and problem-solving, adept at promptly addressing client needs and resolving issues.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Comfort Advisor
Horizon Services, Inc.
04.2024 - Current
Generated over $2,500,000 per year in HVAC sales
Followed up with existing customers to increase satisfaction and generate referrals
Produced self generated sales from referrals
Recipient the coveted Copper Man Sales Award
Residential HVAC Technician / Installer / Manager
Able Heating and Cooling Inc.
05.2014 - 04.2024
I procure sales leads, contact those leads, meet with the leads, promote my products, generate proposals, follow up on proposals, close sales, obtain financing, obtain the equipment, install the equipment, and follow up with the customer after the installation
I trained new employees on mechanical equipment and taught them how to become better technicians
Optimized customer experience by promptly resolving any issues or complaints related to service or installation work.
Upheld the company''s reputation for excellence by consistently delivering outstanding customer service experiences that exceeded client expectations.
Engaged customers with friendly conversation to uncover needs and build trust.
Contributed to company growth by consistently meeting and exceeding personal sales targets.
Demonstrated commitment to professional growth by attending industry conferences, workshops, and seminars as needed.
Continuously improved product knowledge and expertise, keeping abreast of industry trends and technological advancements to better serve clients'' needs.
Built strong client relationships through attentive follow-up, ensuring satisfaction with services provided.
Followed up with customers during installation to check on satisfaction and after job completion to offer additional support and service options.
Supported ongoing business development by proactively seeking new customers through referrals and targeted outreach efforts.
Managed paperwork with high accuracy, preparing strong proposals and obtaining necessary signatures for work to proceed.
Set up new contracts for products and services and coordinated transition to installation team.
Maximized lead generation opportunities by actively participating in community events, trade shows, and networking functions.
President
Data Solutions Group
03.1999 - 05.2014
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
Managed crisis situations effectively while minimizing disruption to daily operations.
Enhanced company performance by implementing strategic plans and overseeing daily operations.
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
Drove revenue growth by expanding product offerings and identifying new market opportunities.
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
Inspired innovation by creating an environment that encouraged creative thinking and problem-solving capabilities.
Reduced operational costs through strategic cost management initiatives.
Launched new products successfully into the market after meticulous research, planning, and marketing campaigns.
Built a diverse workforce through targeted recruiting efforts focused on diversity, equity, and inclusion principles.
Navigated complex regulatory environments while maintaining compliance across all aspects of the organization''s operations.
Financial Advisor
Morgan Stanley, Capital Markets
05.1990 - 06.1999
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Worked with clients to support understanding of rationale and details of financial strategies.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Collaborated with team members to streamline processes and improve overall client experience.
Delivered strategic investment advice for individual and corporate clients.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Insurance Agent
Metlife Inc
07.1989 - 06.1990
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.