Marcos Marquez de la Plata
Dallas,TX
Summary
Dedicated sales and service professional, with 20 years of experience, excelling at developing and growing relationships with clients and team members of all levels to meet and exceed client's goals/expectations and organizational goals. Operates
well in fast paced, highly-competitive environment in which leadership skills are the key to success.
Overview
26
26
years of professional experience
Work History
Realtor
Eric Cantu Real Estate, LLC
Dallas, Tx 75218
08.2015 - Current
- Implemented online and print marketing campaign to create brand recognition and drive prospects to company website.
- Accompanied buyers and sellers to their home inspections and appraisals.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Developed and maintained a list of properties suited to different needs and budgets.
- Used NTREIS and other realtor databases to find properties for clients.
- Guided clients from beginning to end of the home buying process in choosing the right property.
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained relationships with clients to encourage repeat business and referrals.
Health Advisor
USHealth Advisors
Dallas, Texas
08.2017 - Current
- Calculated quotes and educated potential clients on insurance options.
- Promoted ancillary products to existing and new clients.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Assistant Project Manager
Eric Cantu Construction
Dallas, TX
08.2015 - 08.2016
- Together with Project Manager, met with client to create desired design and budget for each project and provide an exceptional client experience.
- Performed regular job site observations to provide direction for all general contractor personnel.
- Determined the project schedule, which included the sequence of all construction activities.
- Prepared and followed through on all required punch lists.
- Reported the quality of performance on site to all site construction managers.
- Obtained building and specialty permits from local jurisdictional agencies.
President Wealth Advisor
Silver Wealth Management
Dallas, TX
03.2011 - 08.2015
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
- Created strong personal relationships with clients in order to provide exceptional customer service.
- Successfully grew assets under management of new business to $10,000,000.
- Expanded product offerings in order to deepen client relationships.
- Managed all aspects of new business.
- Average client net worth was $500,000.
VP of Investments/Financial Advisor
Chase Investment Services Corporation
Dallas, TX
03.2000 - 03.2011
- Provided exceptional customer service in order to deepen client relations.
- Managed an investment book of business of over 1,000 clients relationships and over $55,000,000 in assets.
- Increased year over year sales by an average of 15%.
- Partnered with bankers to help them generate an average of $4,000,000/year in investment sales through licensing, training, and conducting joint appointments.
- Instrumental in helping bankers win 8 National Achiever Awards.
- Invited to National Sales Conference 4 times for outstanding sales and service.
Licensed Banker
Bank One/Trinity
Dallas, Texas
05.1999 - 03.2000
- Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach.
- Met with clients on a regular bases by phone and face to face to discover their financial needs and provide product and service recommendations.
- Assisted commercial and personal clients with all their banking needs including checking, savings, cds, loans, and investments.
- Exceeded sales scorecard every month by an average of 15%.
Education
BBA - Marketing
Texas A&M University
Skills
- Excellent customer relations
- Detailed oriented
- Strong organizational skills
- Effective analytical skills
- Excellent teamwork
- Works well independently
- Strong interpersonal skills
- Fluent in Spanish
Timeline
Health Advisor
USHealth Advisors
08.2017 - Current
Realtor
Eric Cantu Real Estate, LLC
08.2015 - Current
Assistant Project Manager
Eric Cantu Construction
08.2015 - 08.2016
President Wealth Advisor
Silver Wealth Management
03.2011 - 08.2015
VP of Investments/Financial Advisor
Chase Investment Services Corporation
03.2000 - 03.2011
Licensed Banker
Bank One/Trinity
05.1999 - 03.2000
BBA - Marketing
Texas A&M University
Similar Profiles
Karolyn MitchellKarolyn Mitchell
Licensed Real Estate Assistant at Eric Mitchell Real Estate/ Berkshire Hathaway HomeLicensed Real Estate Assistant at Eric Mitchell Real Estate/ Berkshire Hathaway Home
Kevin WoodleyKevin Woodley
Entrepreneur & Founder at KCW Ventures LLC, Sunshine Real Estate Strategies LLCEntrepreneur & Founder at KCW Ventures LLC, Sunshine Real Estate Strategies LLC
Olusegun Abiodun IloriOlusegun Abiodun Ilori
Property and Portfolio Manager at Provident Real Estate Brokers LLC(For Qalat Almawada Project Management LLC)Property and Portfolio Manager at Provident Real Estate Brokers LLC(For Qalat Almawada Project Management LLC)
Daryl WilliamsDaryl Williams
Server at Evelyn Steakhouse Reach HospitalityServer at Evelyn Steakhouse Reach Hospitality
Taylor HullTaylor Hull
Patient AR Supervisor at OneOncologyPatient AR Supervisor at OneOncology