Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jeffrey Anderson

Deland,FL

Summary

Professional in sales and finance, with over 10 years of experience.

Possessing a proven track record of driving revenue growth and exceeding targets. Adept at building strong client relationships, utilizing effective negotiation skills, and implementing strategic sales techniques. Team-oriented and adaptable, consistently aligning efforts with evolving business goals to ensure success. Known for exceptional communication, problem-solving abilities, and results-driven mindset.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Account Manager

Gallagher Promotional Products
12.2024 - Current
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Introduced and educated prospective clients on our products and services.
  • Qualify leads and assess their needs to determine appropriate solutions
  • Collaborate with sales team to develop strategies for lead generation and conversion.
  • Stay informed about industry trends, competitor activities and market developments.

Senior Client Service Representative

Retirement Wealth Specialists
03.2023 - 06.2024
  • Using Redtail as a CRM, maintained detailed records of client interactions, allowing for personalized follow-ups and targeted communications.
  • Managed high-volume client portfolios, ensuring timely responses and accurate information delivery.
  • Processed disbursements, required minimum distributions for IRA account holders, setup scheduled payments.
  • Created reports and monthly overviews for clients using Emoney, opened new accounts for clients through SEI (Custodian) and Kestra's (Broker Dealer) platforms and conducted trades and strategy changes via written instruction from Financial Advisor (including stocks, bonds, equities, treasury bills and mutual funds).

Supervision and Compliance Department Coordinator

Briley Wealth Management
03.2022 - 12.2022
  • Assisted in the preparation of comprehensive reports and presentations, capturing essential department data for executive review and decision-making.
  • E-mailed status of daily ProSurv processing, maintained incoming/outgoing client correspondence using Docupace and utilized Global Relay (to maintain and update keywords, phrases and whitelist lists).
  • Improved department efficiency by streamlining processes and implementing new organizational systems.
  • Coordinated cross-functional team meetings for enhanced collaboration and communication within the department.
  • Facilitated monthly Heightened Supervision departmental meetings, promoting open communication and alignment on goals and priorities.
  • Versed in utilizing DocuSign, including but not limited to sending out Indemnification letters.
  • Retrieved archived documents/records using OneDrive for specialized FINRA requests.

Safety Consultant

MobileHelp
02.2021 - 11.2021
  • Effectively, handled high volume of inbound/outbound calls using 5/9 (dialer) and Velocity (CRM).
  • Assisted clients in determining type of coverage they would need for a medical alert device (PERS device).
  • Entered client and device information. Created payment plans and entered detailed notes for customer support. Processing online credit/debit card payments via phone.
  • Communicated safety performance and progress to management and employees to provide up to date information biweekly.
  • Consistently exceeded company goals and metrics.

Puppy Concierge/Sales Associate

PuppySpot
01.2018 - 02.2021
  • Successfully managed new sales opportunities.
  • Provided exceptional customer service to diverse clientele, fostering an atmosphere of inclusivity and respect.
  • Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
  • Consistently maintained and exceeded sales quota requirements.
  • Facilitated the placement of hundreds of puppies in loving homes.

Loan Specialist

AmOne
01.2015 - 01.2017
  • Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
  • Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Consistently met or exceeded monthly sales targets, contributing significantly to the department''s success.
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.

Education

Certified Notary Public - Notary

Certified Notary Public
DeLand, FL
04-2027

Associate of Arts - Associates of Art

Hillsborough Community College
Tampa, FL
06-2005

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Customer satisfaction
  • Relationship building
  • Strategic planning
  • Customer relationships
  • Goal oriented
  • Relationship building and management
  • Sales development
  • Account oversight
  • Client relationship building
  • Issue resolution
  • Networking skills
  • Team Training
  • Goals and performance
  • Project management
  • Documentation and reporting
  • Client rapport
  • Customer relationship management (CRM)
  • Upselling
  • Sales reporting
  • Strategic account planning
  • Contract negotiation
  • Account servicing
  • Revenue generation
  • Marketing
  • CRM software
  • New account creation
  • Revenue growth
  • Business development and planning
  • Customer needs assessment
  • Account servicing skills
  • Business needs assessment
  • CRM proficiency
  • Order management
  • Overcoming objections
  • Cold calling skills
  • Performance tracking
  • CRM systems
  • Data-driven decision making
  • Sales expertise
  • Sales analysis
  • Business process optimization
  • Employee mentoring
  • Lead prospecting
  • Customer rapport
  • Converting leads
  • Administrative oversight
  • Opportunities identification
  • Order processing
  • Sales forecasting
  • Persuasive negotiations
  • Goal setting
  • Sales techniques
  • Compliance requirements
  • Database management
  • Prioritizing workflows
  • Sales meetings and orientations
  • Sales tactics
  • Qualifying leads
  • Lead generation
  • Trend forecasting
  • Account verification
  • Campaign execution
  • Customer training

Certification

Certified Notary Public

Languages

English
Full Professional

Timeline

Account Manager

Gallagher Promotional Products
12.2024 - Current

Senior Client Service Representative

Retirement Wealth Specialists
03.2023 - 06.2024

Supervision and Compliance Department Coordinator

Briley Wealth Management
03.2022 - 12.2022

Safety Consultant

MobileHelp
02.2021 - 11.2021

Puppy Concierge/Sales Associate

PuppySpot
01.2018 - 02.2021

Loan Specialist

AmOne
01.2015 - 01.2017

Certified Notary Public - Notary

Certified Notary Public

Associate of Arts - Associates of Art

Hillsborough Community College

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