Senior Sales Consultant offering many years in generating sales using strategic tactics. Accomplished at closing deals through strong product knowledge, personable service, and consistent follow-ups. Innovative problem-solver when devising effective solutions to unique and evolving customer needs.
Overview
2
2
years of post-secondary education
11
11
years of professional experience
Work History
Senior Sales Consultant
A Place For Mom Inc.
Nashville, Tennessee
05.2023 - 06.2026
Guided families through senior living options and personalized care plans.
Conducted assessments to determine client needs and preferences.
Collaborated with community partners to enhance service offerings for clients.
Organized and led workshops on navigating the senior living process.
Developed strong relationships with clients to ensure ongoing support and engagement.
Facilitated communication between families and senior living communities effectively.
Educated clients about long-term care insurance options and how they can help pay for senior housing expenses.
Assisted seniors and their families in understanding the various levels of care available in senior living communities.
Developed customized plans for individuals based on their personal preferences, health condition, financial resources, and lifestyle.
Provided support to elderly individuals during the transition process from independent living to assisted care programs.
Provided guidance to clients on choosing a retirement community that best fits their needs and budget.
Served as an advocate for elderly clients ensuring their rights were respected within residential facilities.
Assessed the needs of individual seniors and recommended appropriate levels of care when necessary.
Inside Sales Representative
A Place For Mom Inc.
Nashville, Tennessee
04.2021 - 05.2023
Developed strong client relationships through effective communication and active listening.
Managed inbound inquiries to identify client needs and provide tailored solutions.
Collaborated with team members to streamline sales processes and improve efficiency.
Guided families through senior living options and personalized care plans.
Conducted assessments to determine client needs and preferences.
Educated families about available resources and financial options for senior care.
Developed customized plans for individuals based on their personal preferences, health condition, financial resources, and lifestyle.
Educated clients about long-term care insurance options and how they can help pay for senior housing expenses.
Senior Loan Consultant
Discover Card Financial Services
Columbus, Ohio
12.2017 - 02.2021
Evaluated client financial profiles to recommend suitable loan products.
Guided clients through loan application processes and documentation requirements.
Collaborated with underwriting teams to assess loan approvals and risk factors.
Developed customized loan solutions tailored to client needs and goals.
Researched and analyzed client financial information to determine eligibility for loans.
Guided clients through loan application processes and required documentation.
Explained loan products and terms to clients clearly and effectively.
Maintained accurate records of client interactions and loan status updates.
Responded promptly to all customer inquiries regarding financing options and services provided by the company.
Recommended loan terms, conditions and collateral position consistent with client request and associated loan risks and set clear and realistic expectations with clients.
Lead Collection Specialist
Discover Card Financial Services
Columbus, Ohio
08.2015 - 11.2017
Managed collection processes to ensure timely account resolution.
Communicated with customers to resolve payment issues and concerns.
Negotiated payment plans to facilitate timely debt resolution.
Documented customer interactions accurately for record-keeping purposes.
Analyzed customer accounts to identify patterns in payment behavior.
Ensured compliance with relevant regulations in debt collection practices.
Created repayment plans based on account holders' financial status and repayment abilities.