JOSEPH PALMER
Reno,NV
Summary
Results-driven sales manager and sales executive with over 20 years of experience in product development, promotion, and optimization. Demonstrated ability to cultivate strong client relationships through knowledgeable support and consistent service. Proficient in implementing advanced marketing, prospecting, and merchandising strategies to achieve promotional goals. Skilled at building networks and supporting branding objectives for maximum impact. Strategic sales professional with 23 years of professional sales experience. Committed to maintaining client relationships and retaining accounts to increase profit channels. Proven leader with exceptional multitasking skills and the ability to effectively manage customer accounts, resulting in enhanced product sales and increased productivity. Adept at leveraging persuasive techniques to close prospective sales.
Overview
22
22
years of professional experience
Work History
Senior Business Advisor
Inc Authority
06.2019 - Current
- Responsible for prospecting each day to uncover potential sales opportunities by reaching out to 100-120 clients per day.
- Established and maintained relationships with key clients for growth opportunities and successful partnerships.
- Led restructuring of organization internal processes, resulting in improved performance.
- Conferred with existing and potential customers to assess requirements and propose optimal solutions.
- Grew sales utilizing business-to-business sales tactics.
- Attended monthly sales meetings and quarterly sales trainings.
- Surpassed business sales targets by devising, deploying, and optimizing multi-faceted sales strategies.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Coached sales team in consultative sales approach, leading to increased revenues and market growth.
- Developed, maintained and utilized diverse client base.
- Established and grew aftermarket sales department, set sales targets and introduced customer satisfaction survey.
- Achieved personal sales and profit targets according to sales plan created by manager.
- Applied prospecting expertise to generate and pursue leads, setting up appointments, and site visits to maintain budding relationships.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Prepared sales presentations for clients showing success and credibility of products.
Director of Sales - Business Start-Up Division
Inc Authority
06.2019 - 03.2022
- Managed sales team that executed outbound calls to prospective clients with the goal of converting from prospect to new client.
- Built relationships with customers and industry professionals to establish long-term business growth
- Developed and promoted weekly, monthly and quarterly sales objectives
- Pursued sales deals by qualifying clients, building individualized proposals and preparing final contracts
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives
- Tracked monthly sales to generate reports for business development planning
- Created and maintained sales environment to support business objectives
- Achieved company growth and brand development through market expansion and sales
- Analyzed business and sales targets using critical problem-solving skills
- Developed and implemented new sales strategies to update product lines
- Prepared sales production reports for senior management
- Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals
Loan Officer
Fairway Independent Mortgage Corp.- Sun Prairiemadison
02.2017 - 06.2019
- Daily sales calls to prospective new clients, past clients, new leads and referral partners (real estate agents, title reps, financial advisors etc)
- Developed and maintained relationships with local real estate agents
- Daily emails and drip campaigns through Motivator CRM
- Reviewed applications for credit analysis
- Approved loans that met specifications
- Entered data into the online banking software
- Maintained extensive database of corporate sales leads
- Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues
- Met and exceeded requirements for daily sales calls
- Developed a large base of clients through networking and seminar marketing
- Adhered to regulatory and company security and audit procedures
- Utilized talents and expertise to locate customers with aged accounts
- Delivered prompt, accurate and excellent customer service
- Loaded consumer loan applications into Encompass program
Owner/Manager
Farmers Insurance Agency
12.2007 - 01.2017
- Hired and trained all Staff
- Streamlined operational processes to cut unnecessary costs
- Created and finalized insurance quotes to complete deals between company and client
- Supervised employees to ensure optimal productivity to drive client retention
- Spearheaded website layout, revenue strategies, workflow, sales, operations activities and customer engagement tactics
- Cultivated long-term relationships with clients that resulted in above market retention rate (87%)
- Managed and maintained client book of 1800 accounts
- Resolved customer complaints by listening and connecting with the client and putting forth every effort to find resolution
- Maintained friendly and professional customer interactions
- Exceeded sales goals and maintained a profitable agency every year we were in business
- Rated A or AA agent every year
- Led sales calls with team members to establish sales and customer retention goals
- Interviewed applicants and identified viable candidates based on enthusiasm and ability to project a positive image
- Encouraged quality performance by implementing individual sales objectives
Sales Account Executive
MLSG Home Loans
08.2002 - 08.2007
- Primary Focus was building and maintaining client accounts in assigned territory, creating new business opportunities with territory accounts
- Daily sales calls to prospective clients in assigned territory
- Ensured effective customer communication to maintain customer satisfaction and loyalty
- Established and serviced several hundred accounts in assigned territory
- Became companies #1 sales rep at 23 yrs of age, maintained status for duration of employment (avg 75-100 sales reps on staff)
- Demonstrated products at customer locations, answering questions and redirecting objections to close deals
- Cultivated long-term relationships with clients to accurately quote prices and terms that achieved customer objectives
- Team Leader for regional sales staff
Education
Property, Casualty, Life and Health Ins. License -
01-2017
Series 6 and 63 Financial Securities License - financial securities
01.2008
Skills
- Inside and outside sales
- Prospecting and networking skills
- Sales Management/Team Leader
- Excellent verbal communication and written skills
- Positive attitude
- Sales Leadership and Training
- Relationship Building
- Problem-Solving
- Operations management
- Sales prospecting
- Leads prospecting
Timeline
Senior Business Advisor
Inc Authority
06.2019 - Current
Director of Sales - Business Start-Up Division
Inc Authority
06.2019 - 03.2022
Loan Officer
Fairway Independent Mortgage Corp.- Sun Prairiemadison
02.2017 - 06.2019
Owner/Manager
Farmers Insurance Agency
12.2007 - 01.2017
Sales Account Executive
MLSG Home Loans
08.2002 - 08.2007
Property, Casualty, Life and Health Ins. License -
Series 6 and 63 Financial Securities License - financial securities
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