Experienced Sales Professional well-versed and focused on prospecting leads, setting up contracts, and coordinating projects. Persuasive communicator with talent for influencing and building relationships. Looking for a top tier firm with long term goals.
Overview
21
21
years of professional experience
Work History
Field Energy Consultant
Sunrun
11.2023 - Current
Leveraged sales CRM software platform to track and notate sales interactions and follow up activities.
Performed energy audits on large and small commercial clients.
Developed and reviewed energy model documentation and gathered supporting information.
Gathered and analyzed field information to assess current costs, problems and potential for energy savings and provide Sunrun Solar quote.
Principal Owner Energy Consultant
Magnum Specialized LLC - Penguin Home Solutions
06.2021 - Current
Collaborate with clients from concept through final delivery of Photo-voltaic Systems (Solar) and Home Battery systems
Provide detailed advice to customers regarding Photo-voltaic Systems
Recommend architectural improvements, design solutions and integration solutions
Manage creative projects from concept to completion while also managing outside vendors
Create detailed sales presentations to communicate product features and market data
Gathered, documented, and modeled data to assess business trends
Driving new business by acquiring new clients and expanding new and existing relationships
Established new customer accounts through perseverance, dedicated cold calling, and exceptional service
Provide detailed advice to customers regarding Financial Options: Working with several 3rd party banks and government programs to find best possible banking/loan to meet customers needs
Regional Sales Manager
Option One Solar
10.2018 - 07.2021
Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
Gave smooth and successful presentations at customer locations.
Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
Produced quotes, proposals, and contracts as part of sales process.
Hired and coached new employees in successful selling methods and encouraged cross-selling to drive revenue for the Palm Springs office.
Field Energy Consultant
Tesla / SolarCity
02.2015 - 09.2018
Prospected to increase sales lead pipeline and converted leads into new customers
Met customers to review current services and expand sales opportunities
Built relationships with customers and community to promote long term business growth
Contacted new and existing customers to discuss how their needs could be met through specific products and services
Acquired and applied Photo-voltaic Solar knowledge to create effective dialogue with customers
Wrote sales contracts for orders obtained and submitted orders for processing
Met with customers to discuss and ascertain needs, tailor solutions, and close deals
Coordinated with Tesla/ Solarcity Operations and vendors to ensure timely install of all projects
Kept detailed records of daily activities through online customer database ie. SalesForce
Averaged 12 to 15 Installs per Month
Regional Vice President
Insource Insurance Group LLC
05.2011 - 06.2014
Annuity (Fixed and Index) Wholesaler covering Illinois and Missouri. Called on Independent Financial Advisors, Credit Unions, Producer Groups and Independent Brokers
Represent the best in class fixed annuities, index annuities, SPIA, MoneyGuard LTC hybrid, LTC, term insurance, variable universal life, universal life, index universal life
Leveraged marketing resources, literature, illustration systems, internal support and dedicated underwriters from all of our insurance providers.
Vice President
AMG Advisory Group
12.2008 - 04.2010
Annuity (Fixed and Index) Wholesaler
Called on Independent Financial Advisors, Credit Unions, Producer Groups and Independent Broker Dealers nationwide.
Represent the best in class fixed annuities, index annuities, SPIA, MoneyGuard LTC hybrid, LTC, term insurance, variable universal life, universal life, index universal life
Provide product solutions from the best insurance companies in the industry.
Attended tradeshows and client meetings, promoting the company brand and building rapport with prospects and partners.
Regional Vice President Sales
ING Funds
08.2004 - 02.2008
Built deep relationships with office managers, Independent Financial Planners and distribution partner sales teams by employing industry expertise and knowledge, retail strategies and sales tactics.
Planned, organized and executed sales strategies and territory plans.
Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain a consistent message and experience.
Met with existing customers and prospects through personal calling efforts to discuss business needs and recommend ways to provide effective solutions.
Maintained a book of business valued at $32,000,000 up from $6,000,000 at inception.