Eric Blose

Worked on multiple areas of the market. I supported new hire FAs and producing FAs. Wore multiple caps such as: teaching, assisting, servicing, marketing, being a delegate, point of contact for clients,etc. The last could continue but all in all, I covered what the advisor needed and was too busy to focus on.

• Trained new employees on customer service, money handling and organizing strategies.
• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
• Assisted with special marketing projects by coordinating distribution of marketing mailers, contacting customers to explain new marketing campaigns.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
• Contributed to event marketing, sales and brand promotion.
• Consulted with businesses to supply accurate product and service information.

Skills

• Salesforce • Account Management • Negotiation • Cold Calling • Computer skills • Sales • Business development • Sales force (3 years) • Financial services • Communication skills • Data entry • Banking • Spanish • Genesis (5 years) • Envestnet (6 years) • Morningstar (6 years) • Microsoft Outlook (6 years) • Microsoft Outlook Calendar (6 years) • Being a delegate (6 years) • Client interaction (6 years) • Problems solving (6 years) • Time management (6 years) • Multitasking (6 years)

Military Service

Branch: Air National Guard

Service Country: United States

Rank: E4 3P3501

February 2009 to February 2015

Security Forces Commendations: Deployment to U.A.E Top airmen on flight in deployment

Top airmen through secondary school

Deployment training airmen to watch

Responded to all client inquiries and asked appropriate questions to facilitate resolution.

• Conducted case management activities and services with multidisciplinary team.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Kept detailed records of daily activities through online customer database.
• Built relationships with customers and community to promote long term business growth.
• Met existing customers to review current services and expand sales opportunities.
• Stayed current on company offerings and industry trends.
• Provided suggestions for process, application or documentation improvement.
• Informed customers of promotions to increase sales productivity and volume.
• Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
• Attended monthly sales meetings and quarterly sales trainings.
• Interacted with team members across departments to research and resolve customer issues.
• Presented professional image consistent with company's brand values.
• Developed, maintained and utilized diverse client base.
• Recorded accurate and efficient records in customer database.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Achieved or exceeded company-defined sales quotas.
• Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
• Maintained current knowledge of evolving changes in marketplace.
• Developed and maintained strong working relationships with professionals within assigned territory.

• Created and maintained detailed database to develop promotional sales.
• Trained new personnel regarding company operations, policies and services.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Responded to customer requests, offering excellent support and tailored recommendations to address needs.
• Administered Armed Services Vocational Aptitude Battery (ASVAB. Scored a 79) test to individuals interested in or curious about military careers.
• Implemented and developed customer service training processes.
• Educated interested individuals on military jobs and compared interests and ASVAB scores to potential career fields.
• Participated in community events representing U.S. military and recruited interested parties.
• Sought ways to improve processes and services provided.
• Enhanced productivity levels by anticipating needs and delivering outstanding support.
• Remained current with training and sought new training opportunities to further personal growth.
• Maintained up-to-date knowledge of product and service changes.
• Followed-through on all critical inter-departmental escalations to increase customer retention rates.
• Maintained recruits in Delayed Entry Program (DEP), educating on military customs and courtesies and administering PT exercises and tests.
• Exceeded mandated quota from headquarters based on military needs and availability.
• Escorted recruits to Military Entrance Processing Station (MEPS) for evaluation and in-processing.
• Managed timely and effective replacement of damaged or missing products.
• Trained staff on operating procedures and Military services.
• Responded proactively and positively to rapid change.
• Displayed exemplary personal and professional appearance, attracting local populace to inquire about military experience and opportunities.