Summary
Overview
Work History
Education
Skills
Timeline
Generic

Frank Pena

Miami,FL

Summary

Sales professional with proven track record of driving business development and leading high-performing sales teams. Adept at identifying market opportunities and implementing strategies for sustained growth. Known for collaborative approach and ability to adapt to changing market dynamics, ensuring reliable results and strong team cohesion.

Overview

7
7
years of professional experience

Work History

Sales Director, Business Development

Next Level Wealth
02.2023 - Current
  • Managed a high-performing sales team responsible for exceeding regional quotas consistently while maintaining excellent client satisfaction.
  • Elevated brand awareness through the creation of effective marketing campaigns showcasing product offerings and benefits.
  • Developed comprehensive sales forecasts based on historical data analysis and future projections.
  • Cultivated a culture of continuous improvement by regularly assessing team performance metrics, identifying areas for growth, and implementing targeted coaching/training initiatives.
  • Negotiated contracts with key clients, securing long-term partnerships and driving consistent revenue growth.
  • Improved client retention rates by fostering strong relationships and providing exceptional customer service.
  • Increased sales revenue by developing and implementing strategic business plans and initiatives.
  • Funded nearly 90 million dollars in business funding.

Mortgage Loan Officer

1st Financial Inc
06.2018 - 05.2020
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Participated in industry events and conferences to build relationships and gain market intelligence.

Education

American High School Academy
Miami, FL

Skills

  • Sales presentations
  • Pipeline management
  • CRM proficiency
  • Territory management
  • Industry networking
  • Sales coaching
  • Social media marketing
  • Teamwork
  • Customer service
  • Problem-solving
  • Time management
  • Multitasking

Timeline

Sales Director, Business Development

Next Level Wealth
02.2023 - Current

Mortgage Loan Officer

1st Financial Inc
06.2018 - 05.2020

American High School Academy

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