Summary
Overview
Work History
Education
Skills
Timeline
OperationsManager
Mark Brosa

Mark Brosa

Experience Sales Representative
Daykin,NE

Summary

Accomplished Financial Advisor with a proven track record at Ameriprise Financial and Edward Jones, adept in client relationship management by rapport building. Excelled by generating robust client base through strategic networking and customer referrals. Recognized for outstanding client service surpassing company and industry standards. Seeking a remote sales position where I can place my 15 years of selling skills to boost client acquisitions and increase revenue to the bottom line of the corporation.

Overview

21
21
years of professional experience

Work History

Solar Sales Consultant

VITL Power
Albuquerque, NM
09.2024 - Current
  • Assisted colleagues in closing sales by sharing best practices and offering guidance based on past experiences.
  • Maintained accurate records of all sales activities using CRM software, enabling precise tracking of performance metrics.
  • Developed strong customer relationships through consistent communication and attentive service, resulting in repeat business.
  • Boosted solar panel sales by implementing effective lead generation strategies.

Solar Sales Consultant

VITL Power
Albuquerque , NM
09.2024 - Current
  • Exceeded customer expectations by providing timely updates on project status and addressing any concerns promptly.
  • Mentored new sales team to surpass goals in alignment with brand standards.
  • Collaborated with internal teams, including engineering and installation departments, ensuring seamless project execution for clients.
  • Educated potential clients on available tax incentives and financing options related to solar installations, simplifying their decision-making process.

Financial Advisor

Ameriprise Financial
04.2020 - 05.2024
  • Earned Ameriprise Client Experience Award 2021 thru 2023 received by less than 8% of company financial advisors
  • Generated 24% of revenue for practice with only 4% of partner assets under care, outperforming my practice colleagues by five folds
  • Top closer virtual and face to face closing over 70% of prospect meetings into clients
  • Maintained a perfect 5 star client rating online and on client reviews
  • Built a client base from scratch start through door knocking, networking, and social media into a referral base practice
  • Over 65% of my clients paid for comprehensive planning when the industry average is below 20%.

Financial Advisor

Edward Jones
01.2008 - 02.2020
  • Established over a 32 million dollar business under assets from scratch by door knocking over 7k residential houses throughout Lawrence, KS
  • Awarded the Prospect Award for opening over 100 household accounts in my first 12 months
  • Managed a profitable single office for over 10 years generating hundreds of thousands in revenue dollars per year for the corporation
  • Trained and coached other financial advisors through mentorship program.

Manager Loss Prevention

Target
03.2004 - 08.2007
  • Manage a team of three employees on investigations on internal theft and loss
  • Responsible for adequate and safe location of over 1.2 billion in merchandise per year
  • Reduced shrink from 7.2 million to 4.8 million annually
  • Responsible for security third party contractors and performance.

Education

Bachelor of Science - Psychology & Sociology

Washburn University of Topeka
Topeka, KS
06.1997

Skills

Skilled Closer

Timeline

Solar Sales Consultant

VITL Power
09.2024 - Current

Solar Sales Consultant

VITL Power
09.2024 - Current

Financial Advisor

Ameriprise Financial
04.2020 - 05.2024

Financial Advisor

Edward Jones
01.2008 - 02.2020

Manager Loss Prevention

Target
03.2004 - 08.2007

Bachelor of Science - Psychology & Sociology

Washburn University of Topeka

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Mark BrosaExperience Sales Representative