Frank McCrossan
Colorado Springs,Colorado
Summary
Sales leader with over twenty years of experience driving revenue, net promoter scores, and consumer retention in senior living and financial sectors. Committed to a process-driven approach, to sales strategy, leveraging strong communication and coaching skills to exceed targets and fostering team success. Adept at implementing innovative solutions and building cross-departmental relationships, committed to elevating client satisfaction and operational excellence.
Overview
18
18
years of professional experience
Work History
Family Advisor/ Team Lead
Caring.com
, Remote
03.2017 - 12.2024
- National, sales-process leader, B2C, and B2B Excelling from the initial call through transaction verification in the Senior Living Industry
- A high volume phone role, qualifying consumers based on the possible care needs of a senior, family geography, and their potential budget
- Scheduling community tours and formal assessments, assisting local sales directors with CRM management, follow-up, and lease signing
- As a Sales Manager exceeded quotas, and provided daily coaching and training for a team of seven to fifteen representatives and skill-specific clinics to eight additional teams
- Fostered team cohesion as Family Advisor Lead, promoting knowledge sharing
- Cultivated a supportive environment, boosting team morale and productivity
- Spearheaded initiatives to elevate advisory services, driving substantial growth in client retention
- Consistently exceeded performance targets through strategic leadership
- Built strong relationships with cross-departmental teams, increasing collaboration and achieving improved project outcomes and success for advisors
Trade route growth manager.
Mccrossan Pool and Spa
Huntington Beach, CA
07.2006 - 01.2018
- Led trade route growth management at McCrossan Pool and Spa in Orange County, CA, overseeing 25 public and 130 residential pools
- Developed an innovative solution to overcome logistical challenges, trained technicians, and optimized growth strategies for expansion
- Enhanced service quality with complimentary services and efficiency to boost customer satisfaction
- Packaged and sold maintenance accounts, training new technicians to service those accounts
VP Investments
Morgan Stanley
Long Beach, CA
08.1990 - 07.2006
- Provided financial planning for over 100 business and individual clients, managing portfolios, with a peak value above thirty-three million dollars
- Discretionary management of a high-growth, fee-based portfolio
- Specialized in 401(k) rollovers, ensuring smooth transitions and maximizing retirement benefits for clients
- Navigated Rule 144 restricted securities, unlocking client liquidity and enabling $10M+ in successful transactions
- Facilitated educational seminars and presentations, empowering clients with financial knowledge and decision-making confidence
- Ensured compliance with federal, state, and local laws related to employment practices.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Education
Business Administration -
Vanguard University of Southern California
Costa Mesa, CASkills
- Communication skills
- Prospecting
- Sales software proficiency
- Sales Training
- Net Promoter Tracking
- Growth mindset
- Coaching Techniques
- Team collaboration
- Sales pitch development
- Time Management
- Rapport building
- Active listening
- Closing
- Computer skills
- Multicultural sensitivity
- Appointment scheduling
- Client education
Timeline
Family Advisor/ Team Lead
Caring.com
03.2017 - 12.2024
Trade route growth manager.
Mccrossan Pool and Spa
07.2006 - 01.2018
VP Investments
Morgan Stanley
08.1990 - 07.2006
Business Administration -
Vanguard University of Southern California