Joel Kawecki
Parker,CO
Summary
A results-driven sales professional with a strong background in financial services and a deep understanding of the online marketing industry; specializing in consultative selling, customer relationship management, and qualifying leads. Adept at closing new business and interfacing with prospects and potential clients.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Tennis Professional
Parker Racquet Club
09.2022 - Current
- Spearheaded the implementation of a corporate sponsor program
- Selling face to face in the local area to promote the club’s offerings
- Part-time tennis coach and instructor, responsible for prospecting and retaining members/clients.
Inside Sales Representative
Call Center Management, Inc. dba Customer Solutions Group
02.2017 - 09.2023
- One of the top producers on the team in monthly sales, where we were assigned to sign up home improvement professionals with our internet lead service
- Met my monthly quota at a 95% success rate, making me one of the most consistent producers according to management
- Leveraged fluency in Spanish to expand the company's reach and cater to a diverse clientele, contributing to a roughly 35% increase in customer base within Spanish language markets.
Financial Services Consultant
TIAA CREF
11.2010 - 08.2016
- Increased customer survey satisfaction scores by 15% in my 2nd year versus my first
- Interfaced with over 100 sales prospects per week, scheduled sales consultations, educated prospects on products and services, and achieved 110% of annual sales quota.
Financial Specialist / Personal Banker
Wachovia / Wells Fargo Bank
04.2007 - 11.2010
- Achieved a 115% quarterly sales target while maintaining a top-ranking customer satisfaction score of over 90% among peers
- Led the branch in deposit sales in 7 out of 12 months in year one, leading to an increase of 150% in revenue growth
- Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.
Education
B.S. Business Administration - Management
Northern Arizona University
01.2000
Skills
- Face to face sales
- Strategic sales planning
- Problem Solver
- Bilingual in Spanish
- Phone Sales
- Outstanding negotiation skills
- Effective time management
- Relationship building
- Lead Generation
- CRM Software
- SalesForce and Hubspot proficient
Certification
- Salesforce Certification, Salesforce.com, 2021
- Certified Sales Development Representative, AA-ISP, 2020
Awards
- 2022: Twice awarded Top Sales Producer (August & November)
- 1st Quarter, 2013 awarded Top Sales Representative for our Denver location
- January, 2010, ranked #1 for total sales production
- Academic All-Conference 1998-2000 (Big Sky, Division 1 Tennis student-athlete)
Languages
English
Native or Bilingual
Spanish
Professional Working
Software
SalesForce, Hubspot CRM
Timeline
Assistant Tennis Professional
Parker Racquet Club
09.2022 - Current
Inside Sales Representative
Call Center Management, Inc. dba Customer Solutions Group
02.2017 - 09.2023
Financial Services Consultant
TIAA CREF
11.2010 - 08.2016
Financial Specialist / Personal Banker
Wachovia / Wells Fargo Bank
04.2007 - 11.2010
B.S. Business Administration - Management
Northern Arizona University