Katherine Taylor
Phoenix,AZ
Summary
Accomplished Financial Advisor at National Debt Relief, adept in client relations and debt management, significantly enhancing customer satisfaction and loyalty. Leveraged interpersonal communication and critical thinking to surpass sales goals and streamline processes. Expert in technical troubleshooting, consistently achieving results through innovative problem-solving and process improvement. Detail-oriented Internet Sales Manager with 7 years of dedicated car and motorcycle sales. Successful at closing sales quickly and managing an efficient and profitable sales team. Effective at maintaining an active social media presence and following up with customers.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor
National Debt Relief
03.2023 - 03.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Recommended specific investments to help clients meet financial goals
- Informed clients of strategies for reducing debt and maximizing savings
- Educated clients on financial topics and best practices
Technical Support Engineer
Sunpower Solar
02.2021 - 02.2023
- Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
- Worked directly with clients in rollout and post-rollout stages to train and support new applications and systems.
- Performed root cause analysis of reported issues to enact corrections.
- Delivered Tier-3 support and SME input to internal and external customers.
- Explained technical information in clear terms to promote better understanding for non-technical users
- Worked directly with clients in rollout and post-rollout stages to train and support new applications and systems
Sales Associate Supervisor
Harley Davidson Motor
01.2020 - 02.2021
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Attended industry events and conventions to explain sales opportunities.
- Evaluated data on stock levels, customer sales, and other factors, assessed trends, and reported on findings to help senior management make effective operational decisions.
- Maintained focus during busy times and, delegated tasks to employees to keep business running smoothly.
- Successfully drove new product lines to increase annual profits by 20%
Internet Sales Manager
Penske Automotive
04.2018 - 04.2020
- Managed over 50 customer calls per day.
- Increased sales by 25%.
- Trained sales staff on company procedures and salesmanship.
- Responded to internet inquiries and phone calls in timely matter.
- Provided superior and individualized customer service.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Internet Sales Manager
RideNow Powersports
04.2015 - 04.2018
- Managed over 80 customer calls per day.
- Increased sales by 15%
- Responded to internet inquiries and phone calls in timely matter.
- Provided superior and individualized customer service.
- Kept detailed records of sales and contracts.
- Trained sales staff on company procedures and salesmanship.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Communicated product quality and market comparisons by creating sales presentations.
Education
Bachelor of Science - Psychology
Grand Canyon University
Phoenix, AZ12.2020
Skills
- Client Relations
- Debt management
- Appointment Scheduling
- Inbound Call Management
- Website Maintenance
- Price Quoting
- Lead Generation
- Interpersonal Communication
- Process Improvement
- Critical Thinking
- Technical Troubleshooting
- Problem-Solving
Certification
- CPhT - Certified Pharmacy Technician
- EMT - Certified Emergency Medical Technician
Timeline
Financial Advisor
National Debt Relief
03.2023 - 03.2024
Technical Support Engineer
Sunpower Solar
02.2021 - 02.2023
Sales Associate Supervisor
Harley Davidson Motor
01.2020 - 02.2021
Internet Sales Manager
Penske Automotive
04.2018 - 04.2020
Internet Sales Manager
RideNow Powersports
04.2015 - 04.2018
Bachelor of Science - Psychology
Grand Canyon University
- CPhT - Certified Pharmacy Technician
- EMT - Certified Emergency Medical Technician
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