ELDA FLORES
Linkedin.com/in/eldagflores/
Summary
Seasoned business development professional with a proven track record of hitting or exceeding qualified meeting quotas. Expert in lead generation and Salesforce reporting. Adept at streamlining processes and delivering exceptional customer service, driving significant business development success across diverse teams.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Conglomerate Sales and Support Coordinator
American Funds | Capital Group
03.2024 - Current
- Supported two teams servicing wire house firms covering Texas.
- Achieved highest activity, hitting the goal of 400 qualified meetings scheduled.
- Managed schedules, coordinated meetings, and prepared necessary documents for administrative support.
- Developed relationships with financial advisors to bring tailored solutions to clients' portfolios.
- Worked with the assigned investment specialist to help achieve the sales goals of our new products.
Internal Wealth Generalist
American Funds | Capital Group
07.2023 - 03.2024
- Enhance sales skills and financial knowledge.
- Achieved Securities Industry Essentials certification to demonstrate industry proficiency.
Divisional Sales and Support Coordinator
American Funds | Capital Group
08.2019 - 07.2023
- Supported a team of seven Divisional Wholesalers, who covered half of the United States.
- Identified new sales leads through SalesForce reporting and cold calling.
- Generated over 1,000 activities per week on average with a healthy blend of cold calling and emailing.
- Consistently reached or exceeded my goal of scheduling 20 meetings each week over four years.
- Created standard operating procedures for onboarding new Divisional Wholesalers that were cross-functionally used with other teams.
- Taught and presented my operating procedure with other teams for higher travel efficiency with the externals.
Junior Marketing Associate
Assessment Technologies
01.2019 - 08.2019
- Developed social media content to support new branding initiatives.
- Enhanced brand equity and generated leads through strategic event planning.
- Maintained data integrity in CRM to facilitate lead identification.
- Collaborated on marketing campaigns to boost brand visibility and engagement.
- Conducted market research to uncover trends and customer preferences.
Marketing Intern
Assessment Technologies
09.2018 - 12.2018
- Attended to details in all administrative tasks, including data entry, file management, and proofreading documents for accuracy.
- Communicated professionally with clients and prospects on the phone, social media, and in-person events.
- Managed email lists using a CRM system.
- Maintained databases, ensuring accuracy and accessibility of critical information for projects.
Education
B.B.A. - Marketing
University of Texas At San Antonio
12.2018
A.A. - Liberal Arts
Northwest Vista College
12.2016
Skills
- Excel
- ZoomInfo
- Lead generation
- Territory management
- Customer service
- Business development
- Cold calling
- Streamlining processes
- Salesforce reporting
- Microsoft Excel
- Interpersonal communication
- Schedule management
- Client relationship building
Certification
FINRA: Securities Industry Essentials
Timeline
Financial Conglomerate Sales and Support Coordinator
American Funds | Capital Group
03.2024 - Current
Internal Wealth Generalist
American Funds | Capital Group
07.2023 - 03.2024
Divisional Sales and Support Coordinator
American Funds | Capital Group
08.2019 - 07.2023
Junior Marketing Associate
Assessment Technologies
01.2019 - 08.2019
Marketing Intern
Assessment Technologies
09.2018 - 12.2018
B.B.A. - Marketing
University of Texas At San Antonio
A.A. - Liberal Arts
Northwest Vista College