Eric Roundtree
Caselberry
Summary
Passionate about continuous growth and collaboration, seeking to contribute to a dynamic company that fosters skill enhancement and challenges. Over 20 years of experience in sales, complemented by a competitive spirit developed through years of sports participation. Thrives in team environments and embraces opportunities for advancement, demonstrating eagerness to prove capabilities and ascend within the organization. Committed to excellence with a desire to leverage expertise for mutual success.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Timeshare Resale Broker
Self Employed
01.2022 - Current
- Prepared contracts and related documentation according to strict standards.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Recorded supporting documentation for phone calls and written correspondence.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Inside sales
Armando Montelongo Seminars
01.2010 - Current
- Team Leader, Lead and manage a team of 4 to 6 sales associates, close deals, and manage leads for weekly DPL quotas
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Contact prospective customers to present information and explain available services.
- Prepare forms or agreements to complete sales.
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Bus Tour Straigest
Armando Montelongo Seminars
01.2010 - Current
- Bus tour Straigest
- Every six weeks we would attend a 5 day event.
- Responsible for (33 to 37 students) 17buying units
- Help students with formulas and numbers to evaluate homes
- Build report with students
- Up sale Master Mentor program
Front End Closer/Tax Lein speaker
Armando Montelongo Seminars
01.2010 - Current
- Front End Closer/Tax Lein speaker
- Greet students
- Build report
- Set up ballroom
- Convert clients to middle end event
- Present Tax Lein presentation
Life Insurance Broker
Family First Life
01.2017 - 01.2021
- Maintained high standards of customer service by building relationships with clients.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Promoted products and services using upselling and other sales strategies.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Analyzed customer needs to provide customized insurance solutions.
Front End and Middle End Closer
Zurixx
01.2014 - 01.2017
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Consulted with clients to recognize needs and provide tailored solutions.
- Led and executed innovative sales strategies to close complex deals.
Sales Manager
Business Credit Services The Company Corp company
01.2009 - 12.2009
- Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
- Determine price schedules.
- Monitor customer preferences to determine focus of sales efforts.
- Contact clients that set up corporations
- Build report
- Up Sale compliance programs.
- Up Sale live business break through events.
Team leader
Mentoring Of America
01.2002 - 12.2009
- Mentoring of America
- Brands
- John Beck amazing profits
- Jeff Paul Intent millions
- Cleo Katz
- Lead and manage a team of 8 to 12 sales associates
- Train new setters
- Report to floor manager DPL and set quotas
- Close all deal
Education
Associate of Arts - General
San Jose City College
San Jose, CA01.2001
Skills
- Customer and Personal Service
- Critical Thinking
- Persuasion
- Speaking
- Complex Problem Solving
- Administration and Management
- Judgment and Decision Making
- Active Learning
- Negotiation
- Education and Training
Certification
215 Life Health and Anuites
Timeline
Timeshare Resale Broker
Self Employed
01.2022 - Current
Life Insurance Broker
Family First Life
01.2017 - 01.2021
Front End and Middle End Closer
Zurixx
01.2014 - 01.2017
Inside sales
Armando Montelongo Seminars
01.2010 - Current
Bus Tour Straigest
Armando Montelongo Seminars
01.2010 - Current
Front End Closer/Tax Lein speaker
Armando Montelongo Seminars
01.2010 - Current
Sales Manager
Business Credit Services The Company Corp company
01.2009 - 12.2009
Team leader
Mentoring Of America
01.2002 - 12.2009
Associate of Arts - General
San Jose City College
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