Deshndra Randle
Colorado Springs,CO
Summary
Accomplished Regional Sales Consultant-Vice President at T. Rowe Price, adept in financial planning and relationship management, significantly boosted regional sales through strategic asset allocation and client engagement. Demonstrated expertise in deal closing and customer satisfaction, achieving consistent revenue growth and exceeding sales targets. Proven track record in fostering community relations and mastering sales presentations. Results-driven Regional Sales Representative well-versed in demonstrating products, setting up contracts and servicing accounts to maintain revenue streams. Proven track record of developing sales territories, exceeding sales targets and fostering relationships with customers and key accounts. Self-disciplined and works independently to establish priorities and meet deadlines.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Regional Sales Consultant-Vice President
T. Rowe Price
03.2018 - Current
- Partnered with internal teams such as marketing, finance, operations for seamless execution of sales strategies across the organization.
- Developed strong client relationships for increased customer retention and long-term revenue growth.
- Boosted regional sales by implementing effective marketing strategies and conducting product demonstrations.
- Established trust with clients through transparency and clear communication during all stages of the sales process.
- Enabled company growth by consistently achieving and exceeding regional sales targets, contributing to a positive bottom line.
- Provided exceptional customer service, addressing client concerns quickly and efficiently to ensure satisfaction and repeat business.
- Trained new sales team members on product offerings, industry trends, and best practices for achieving success in the role.
- Maintained a high level of industry knowledge by attending conferences, workshops, and networking events to stay ahead of emerging trends.
- Generated leads through strategic prospecting, cold calling, and networking events, leading to a consistent pipeline of potential clients.
- Exceeded quarterly sales goals by effectively managing accounts and negotiating contracts with clients.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
Tax Specialist
H&r Block
11.2007 - 05.2018
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Exceeded sales targets consistently by identifying new opportunities and successfully closing deals.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
District Loan Specialist
One Main Finanical
01.2016 - 01.2018
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Fostered an environment of open communication between management teams across the district to share best practices in operations optimization and problem-solving techniques.
- Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
- Developed and executed comprehensive training programs for branch managers, resulting in improved employee performance and customer satisfaction.
- Evaluated branch performance regularly using data analysis tools to identify areas of improvement and implement targeted action plans for continuous growth.
- Increased district sales by implementing effective marketing strategies and fostering strong relationships with key partners.
- Increased loan volume by identifying new business opportunities through networking events and community outreach efforts.
- Educated borrowers on available loan options, empowering them to make informed decisions about their financial future.
Home Equity Specialist
Wells Fargo
06.2012 - 11.2015
- Collaborated with underwriting team to expedite the approval process for qualified applicants, reducing wait times and increasing efficiency.
- Increased client satisfaction by providing tailored home equity solutions based on individual needs.
- Assisted clients in navigating the home equity application process, resulting in a smoother experience for all parties involved.
- Minimized errors in loan files through consistent attention to detail, resulting in fewer delays during underwriting.
- Supported department goals by consistently meeting or exceeding monthly performance metrics for loan processing speed and accuracy.
- Exceeded sales targets consistently by utilizing effective communication and interpersonal skills to build rapport with clients.
Education
Jackson State University
Jackson, MSSkills
- Deal Closing
- Customer Engagement
- Sales Presentations
- Sales Reporting
- Cold-calling
- Performance Tracking
- Relationship building and management
- Sales expertise
- Financial Services
- Financial Planning
- Community Relations
- Recordkeeping requirements
Certification
- SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 7
- FINRA Series 66
Timeline
Regional Sales Consultant-Vice President
T. Rowe Price
03.2018 - Current
District Loan Specialist
One Main Finanical
01.2016 - 01.2018
Home Equity Specialist
Wells Fargo
06.2012 - 11.2015
Tax Specialist
H&r Block
11.2007 - 05.2018
Jackson State University