Hi, I’m
Jerry Winhoven
Ft. Lauderdale,FL
Summary
Skilled Sales Closer and Mentor with 23 years in the financial services industry. Including over 10 years of interviewing, training and coaching new representatives to become successful and self sufficient in sales production. Tenacious negotiator and closer; adept in conveying the benefits of products/services and generating customer interest. Persuasive communicator; use consultative selling skills to identify opportunities, overcome objections, build relationships and turn calls into sales.
Overview
22
years of professional experience
Work History
Safestone FinancialFort Lauderdale, FL
Assistant Sales Manager - Team Lead
10.2021 - Current
Job overview
- Personally signed off on possible new hire candidates resumes and conducted interviews to hire the best candidates available to join our team.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Trained new associates in successful sales and performance strategies.
- Authored new sales script and rebuttals sheet resulting in immediate uptick in 20% sales the immediate month following implementation.
- Managed and developed sales team.
- Generated sales report to help upper management make effective decisions and sales plans.
Fast Track Debt ReliefFort Lauderdale, FL
Sr. Sales Consultant
05.2018 - 02.2021
Job overview
- Multiple Top Producer in office of 25+ consultants. Making 200+ outbound phone calls to qualify leads and convert them into clients.
- Average 1.1 Deals per business day and regularly lead team in sales retention.
- Designated as companies "High Debt Client" specialist often assigned clients with $100,000+ debt situations.
- Hold office record for largest enrollment with $248,000 in debt producing over $45,000 in revenue.
- Understand and communicate benefits of a debt relief program versus other client options.
- Analyze current client situations to make appropriate financial recommendations. Regularly exceeds present goals - weekly, monthly, quarterly and annually.
Premlo FundingFt. Lauderdale, FL
Sr. Credit Analyst/Debt Specialist
05.2019 - 03.2020
Job overview
- Enrolled $300,000 - $500,000 monthly into debt relief program and averaged $500,000+ in personal and small business applications monthly.
- Made 100+ phone calls daily to convert qualified loan prospects into loan applications ranging from $10,000 - $100,000+.
- Analyze credit reports and income earnings to advise clients on appropriate solutions to solve debt issues and cash flow needs.
- Experienced on multiple credit solutions to solve debt issues and cash flow needs.
Florida Home Improvement AssociatesFort Lauderdale, FL
Outside Sales Consultant
09.2016 - 05.2018
Job overview
- Achieved 125%+ to goal sales every month beginning month #1.
- Initiated referral program which resulted in 25% of sales from referrals.
- Delivered interactive sales presentations on products to decision makers at their home.
- Use high level analytical skills to customize proposals and recommendations to fit needs and budget resulting in over 80%+ one call closes.
- Recommended specific finance options from large portfolio of available financial institutions and programs.
CarMaxBoynton Beach, FL
Sales Manager
01.2015 - 09.2016
Job overview
- Led in developing commissioned sales team (10+ direct reports, 50+ indirect reports) to achieve sales, ensure efficiency and to be successful in focus areas.
- Experience in establishing action plans to drive performance of sales.
- Analyze & track sales performance to assigned budget, conversion, compliance, and Sales Consultant staffing/hiring targets.
- Assigned oversight to resolve issues that may occur during execution process.
- Trusted with day-to-day oversight and authority for response to potential customer service concerns.
J.P. Morgan Chase Investment ServicesCelina, OH
Investment Adviser, Vice President
05.2010 - 12.2013
Job overview
- Prospect and establish relationships with potential and current customers.
- Consult with clients to define investment needs and to provide product knowledge to guide in investment selections.
- Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
- Managed over $35 million in investment assets resulting in over $275,000 in trailing 12-month revenue.
Key Investment ServicesCincinnati, OH
Financial Adviser, Vice President
02.2006 - 07.2008
Job overview
- Managed a team of 20+ Licensed Securities Representatives overseeing annual and monthly sales goals as well as annual compliance audits.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Created strategies to develop initial business plan to obtain high net worth investment accounts, and to coach banking center employees in recognizing potential referral opportunities.
- Managed a book of over $30 Million dollars and averaged over $325,000 in annual revenue.
Fifth Third SecuritiesDayton, OH
Investment Executive, Vice President
01.2003 - 02.2006
Job overview
- Coached and trained representatives on platform-approved investment products to satisfy financial needs.
- Motivated licensed banking representatives to increase year over year investment sales.
- Managed over $25 million in investment assets with revenue production in excess of $275,000.
Morgan StanleyDayton, OH
Stockbroker
05.2001 - 01.2003
Job overview
- Named Rookie of the Year 2001 for the Dayton, Ohio locations opening over 150+ new accounts in 2001.
- Led office in Managed Control Accounts with investable assets over $100,000 for 2002 with 27 new accounts.
- Obtained Series 7 stockbroker licenses scoring in the Top 10 Percentile (88.8%).
Timeline
Assistant Sales Manager - Team Lead
Safestone Financial
10.2021 - Current
Sr. Credit Analyst/Debt Specialist
Premlo Funding
05.2019 - 03.2020
Sr. Sales Consultant
Fast Track Debt Relief
05.2018 - 02.2021
Outside Sales Consultant
Florida Home Improvement Associates
09.2016 - 05.2018
Sales Manager
CarMax
01.2015 - 09.2016
Investment Adviser, Vice President
J.P. Morgan Chase Investment Services
05.2010 - 12.2013
Financial Adviser, Vice President
Key Investment Services
02.2006 - 07.2008
Investment Executive, Vice President
Fifth Third Securities
01.2003 - 02.2006
Stockbroker
Morgan Stanley
05.2001 - 01.2003
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