Jay Sharp
Abilene,TX
Summary
Proven Sales Specialist and Financial Advisor with a track record of fostering strong client relationships and exceeding sales targets. At Lowes and USAA, mastered consultative selling and relationship building, significantly enhancing customer loyalty and portfolio growth. Expert in client relations and upselling, adept at turning customer interactions into lucrative opportunities. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
15
15
years of professional experience
Work History
Sales Specialist
Lowes
02.2020 - 06.2023
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problemsolving.
- Provided first-rate service to all customers and potential customers.
Financial Advisor
Self Employed
11.2011 - 02.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
USAA
01.2008 - 06.2010
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Bachelor of Arts - History
Texas State University
San Marcos, TX12.1992
Skills
- Relationship Building
- Client Relations
- Customer service and care
- Upselling and Cross Selling
- Team Collaboration
- Pipeline Management
- Consultative Selling
- Relationship selling
Timeline
Sales Specialist
Lowes
02.2020 - 06.2023
Financial Advisor
Self Employed
11.2011 - 02.2020
Financial Advisor
USAA
01.2008 - 06.2010
Bachelor of Arts - History
Texas State University