Jenn Agnew

Managed portfolios for new clients while nurturing relationships with existing high-value accounts. Facilitated mortgage lending processes and documented annuities for optimal client service. Administered checking, savings, and business accounts to support financial goals. Cultivated partnerships with high-net-worth clients, enhancing overall engagement.

• Answered customers' questions regarding products, prices, and availability.
• Increased sales revenue by efficiently managing a high volume of inbound leads and promptly responding to customer inquiries.
• Facilitated smooth transactions by working closely with finance department to ensure accurate invoicing and timely payments from clients.
• Developed strong client relationships through effective communication, understanding their needs, and providing tailored sales solutions.
• Streamlined the sales process by implementing CRM software to track lead progress, organize customer information, and monitor sales performance.
• Used digital methods and traditional telephone approaches to generate sales leads.
• Consistently met or exceeded monthly sales quotas by employing strategic selling techniques and leveraging product knowledge expertise.
• Collaborated with marketing team to develop targeted campaigns for specific products and services, resulting in increased lead generation.
• Assisted in training new inside sales representatives on company processes, product offerings, and best practices for maximizing sales potential.
• Applied mathematical skills to calculating amounts, negotiating prices, and setting up contracts.
• Served as a company ambassador by maintaining a professional demeanor in all interactions and consistently upholding the highest ethical standards.
• Generated detailed reports outlining individual performance metrics for review at quarterly evaluations.
• Partnered with outside sales teams to coordinate joint efforts on key accounts and expand overall market presence.
• Boosted client retention rates through diligent follow-up activities such as post-sale calls, order updates, and satisfaction surveys.
• Enhanced team collaboration by sharing successful strategies during weekly meetings, fostering an environment of continuous learning and improvement.
• Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
• Determined needs, delivered solutions, and overcame objections through consultative selling skills.
• Managed friendly and professional customer interactions.
• Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
• Developed strategic relationships with existing customers by learning preferences and managing regular communications.
• Set up new accounts, established customer credit and set up payment methods.
• Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
• Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Informed customers of promotions to increase sales productivity and volume.
• Contributed to team objectives in fast-paced environment.
• Developed and maintained strong working relationships with professionals within assigned territory.

• Conducted in-depth analysis of sales data to adjust marketing strategies effectively.
• Championed adoption of new software tools that enhanced departmental workflows.
• Led quality assurance initiatives, ensuring adherence to high product standards.
• Implemented comprehensive training programs for staff, resulting in increased retention and performance.
• Collaborated with multiple teams to meet project goals on schedule and within budget.
• Restructured customer service processes for faster issue resolution.
• Launched sustainability initiative, minimizing environmental footprint of operations.
• Designed employee recognition system that fostered a positive workplace culture.

• 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.