Glenn McBeth
Cary,IL
Summary
Recently reorganized out of my position and looking for a new chapter in my life.
Experienced with customer relationship management, ensuring high levels of customer satisfaction and retention.
Sales professional, focusing on customer interaction and sales growth. Possesses strong communication and collaboration skills.
Overview
22
22
years of professional experience
Work History
Sales Associate/Onboarding Specialist
Ninja Trader LLC
08.2021 - 11.2024
*Utilized CRM to engage potential clients through sales calls.
*Monitored sales opportunities using CRM.
*Answered general questions regarding futures trading via e-mail, chat and phone
*Liaising with customers to navigate the account application process. Collecting, processing and reporting documents and document changes to the new accounts team via e-mail, chat and phone
*Explaining subscription choices, pricing, commissions and general questions regarding sales related issues via e-mail, chat and phone.
*General tech support for online trading platform.
*Series 3 licensed futures broker.
Series 3 Licensed Futures Broker
Infinity Futures LLC
07.2002 - 08.2021
*Conducting sales calls to build customer relationships.
*Assistance with account application process, tracking progress with CRM.
*Maintained oversight on account funding processes.
*Handled inquiries related to futures trading.
*Provided technical assistance on the trading platform.
Education
Bachelor of Science - Psychology
Central Michigan University
Mount Pleasant, MI08-1982
Skills
Customer service
Teamwork and collaboration
Time management
Problem-solving skills
Proficient in Outlook, Word, Excell
CRM management
Timeline
Sales Associate/Onboarding Specialist
Ninja Trader LLC
08.2021 - 11.2024
Series 3 Licensed Futures Broker
Infinity Futures LLC
07.2002 - 08.2021
Bachelor of Science - Psychology
Central Michigan University
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