Gwenyth Gustafson
Palm Bay,FL
Summary
Highly motivated and detail-oriented professional with a proven history of superior performance at the individual, team, and organizational levels. Looking for a challenging position where I can best utilize my background in sales, and customer service in a rewarding and collaborative environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive
Insight Financial Solutions
03.2020 - 09.2023
- Managed a high volume of leads needing IRS and/or State Tax Resolution Services
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Developed and strengthened a healthy pipeline.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Met client needs while maintaining strict sales and performance targets.
- Negotiated prices, terms of sales and service agreements.
- Managed a complex calendar using Outlook
- Trained, coached, and mentored new sales associates for maximum performance.
- Ensured security, integrity, and confidentiality of data
- Created and maintained detailed logs of calls and actions with Salesforce.
Appointment Setter
Insight Financial Solutions
02.2019 - 03.2020
- Acted as first point of contact and set appointments for prospective clients in a call center environment.
- Received in-bound calls and initiated out-bound daily calls to introduce customers to services offered.
- Used provided call list to sort, organize and prioritize before making outbound calls to potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Scheduled additional follow up based on contact, log notes and appropriate stage changes
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Ensured security, integrity, and confidentiality of data
- Utilized CRM system to track and manage leads, keeping appointments organized.
Administrative Assistant
Insight Financial Solutions
01.2018 - 02.2019
- Answered multi-line phone system, routed calls to appropriate departments accordingly, and delivered messages to staff.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record customer data.
- Managed filing system, entered data and completed other clerical tasks.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Handled other assignments independently with good judgement and critical thinking skills.
Education
High School Diploma -
Old Bridge High School
06.2017
Skills
- Microsoft office
- Data entry
- Customer service
- Business development
- Verbal communication
- Organization
- Problem solving
- Leadership
Certification
- Licensed FL Real Estate Agent - October 2023
Timeline
Account Executive
Insight Financial Solutions
03.2020 - 09.2023
Appointment Setter
Insight Financial Solutions
02.2019 - 03.2020
Administrative Assistant
Insight Financial Solutions
01.2018 - 02.2019
High School Diploma -
Old Bridge High School
- Licensed FL Real Estate Agent - October 2023
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