Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
AccountManager
Heny Ayati

Heny Ayati

Irvine,CA

Summary

Experienced sales leader with a proven track record of achieving goals, driving results, and fostering strong relationships across diverse industries, including financial, insurance, mortgages, education, and hospitality.

Overview

42
42
years of professional experience

Work History

Event Coordinator/Booking Agent

Online Trading Academy
01.2016 - 02.2023
  • Secured bookings for Power Trading workshops and provided assistance with Power Trading Seminars, playing a key role in driving the success of these programs.
  • Contributed to a program that was responsible for significant cash growth for the company, while also coordinating with the Network of Iranian Professionals of Orange County to expand the company's business and forge new partnerships.
  • Consistently achieved top performance, with a proven track record of success. In 2017, achieved record-breaking production and the highest show rate and volume utilizing web registration, demonstrating a strong ability to deliver results and exceed expectations.

Investor Relations

Trade Portal, Inc.
04.2006 - 02.2010
  • Demonstrated strong sales skills as both an opener and closer, effectively selling private placement stocks to new clients.
  • Maintained strong relationships with existing clients, leveraging these connections to sell additional stocks and drive revenue growth for the company.
  • Overall, played a key role in driving the success of the company's sales efforts.

Investor Relations

Woman's Wall Street , INC.
07.2003 - 02.2006
  • Proven ability to sell private placement stocks as both an opener and closer, effectively bringing in new clients and revenue for the company.
  • Leveraged strong relationships with existing clients to sell additional stocks and drive revenue growth, demonstrating a commitment to customer satisfaction and retention.
  • Achieved a significant milestone by securing the highest check the company had received since the beginning of its operation, a testament to a strong sales performance and contribution to the company's overall success.

Financial Services Marketing Representative

Geneva Companies/City Group
08.2001 - 07.2003
  • Successfully secured the participation of CEOs from companies with over 5 million dollars in annual revenue in Geneva Seminars, aimed at educating them on proper exit strategies to maximize profits when selling their businesses.
  • Demonstrated strong persuasion skills and industry expertise, effectively communicating the benefits of attending the seminars and driving participation from high-profile CEOs.
  • Overall, played a key role in advancing the company's mission of providing valuable education and services to business leaders, while also contributing to its growth and success in the industry.

Loan Originator

Aames Home Loan
07.2000 - 08.2001
  • Demonstrated strong sales skills through proactive cold calling, effectively originating new loans and refinancing opportunities for the company.
  • Leverage an ability to build rapport and establish trust with potential clients, effectively identifying their needs and presenting solutions that align with their goals.
  • Overall, played a key role in driving the success of the company's sales efforts.

Inside Sales Representative

Verbal Advantage
04.2000 - 07.2000
  • Demonstrated strong sales skills in selling educational programs, effectively converting inbound calls from radio advertisements into sales.
  • Analyzed customers' needs to identify key product features and benefits, leveraging this information to effectively communicate the value of the programs and close sales.
  • Consistently communicated sales promotions and offers to customers, driving growth in sales and contributing to the success of the company in the education industry.

Vacation Club Representative

Marriott Vacation Club International
10.1996 - 04.2000
  • Demonstrated strong sales skills in promoting vacation packages with the promise of attending a 90-minute time share presentation, effectively converting prospects into customers.
  • Utilized a targeted approach to sales by soliciting and qualifying homeowners with a household income of above 70k/year, maximizing the potential for successful sales outcomes.
  • Recognized for outstanding performance among a team of 300 representatives, earning promotion to the newly formed owner referral program department.
  • Leveraged strong relationships with existing owners to secure multiple referrals, demonstrating a commitment to customer satisfaction and building long-term relationships.

Membership Sales Representative

Hospitality Marketing/ Club Hotel
07.1994 - 10.1996
  • Demonstrated strong sales skills and a persuasive telephone manner in successfully selling hotel memberships to customers.
  • Distinguished oneself from other sales representatives and earned a promotion to the corporate office, where responsibilities included renewing existing accounts.
  • Exhibited excellent customer service skills and an ability to build strong relationships with clients, contributing to the overall success of the company in the hospitality industry.

Insurance Agent/Financial Planner

New York Life Insurance Company
08.1987 - 06.1994
  • Demonstrated expertise in financial planning by soliciting and assisting clients with various aspects of their financial plan, including savings, investments, retirement, and estate planning.


  • Took the time to carefully explain financial documents to clients, ensuring they had a clear understanding of key information.
  • Completed the series 63 exam and became licensed as a registered representative, demonstrating a commitment to ongoing professional development.
  • Successfully sold a variety of financial products, including health, life, disability insurance, and mutual funds, utilizing strong sales skills and product knowledge.
  • Initiated estate planning seminars and invited individuals with large estates to attend. The goal of these seminars was to educate attendees on how to protect their estates. Additionally, I arranged meetings with attorneys so that clients could take the necessary steps to safeguard their assets.
  • Consistently exceeded sales quotas and earned promotion to the executive council, recognizing outstanding performance and leadership in the organization.

Teacher's Assistant

University Of Nevada, Reno
07.1981 - 08.1987
  • Teaching and tutoring college students
  • Working in a summer camp program with underprivileged high school students
  • Consistently received positive evaluations from students

Education

Bachelor of Science - Business Administration

University of Nevada - Reno
Reno, NV
06.1981

Skills

Sales

Marketing

Telemarketing

Communication

Networking

Public Relations

Teaching

Counseling

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

If you really look closely, most overnight successes took a long time.
Steve Jobs

Timeline

Event Coordinator/Booking Agent

Online Trading Academy
01.2016 - 02.2023

Investor Relations

Trade Portal, Inc.
04.2006 - 02.2010

Investor Relations

Woman's Wall Street , INC.
07.2003 - 02.2006

Financial Services Marketing Representative

Geneva Companies/City Group
08.2001 - 07.2003

Loan Originator

Aames Home Loan
07.2000 - 08.2001

Inside Sales Representative

Verbal Advantage
04.2000 - 07.2000

Vacation Club Representative

Marriott Vacation Club International
10.1996 - 04.2000

Membership Sales Representative

Hospitality Marketing/ Club Hotel
07.1994 - 10.1996

Insurance Agent/Financial Planner

New York Life Insurance Company
08.1987 - 06.1994

Teacher's Assistant

University Of Nevada, Reno
07.1981 - 08.1987

Bachelor of Science - Business Administration

University of Nevada - Reno
Heny Ayati