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
Lawrence, KS
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
Lawrence, KS
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
Topeka, KS
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, KS06.1997
Skills
Skilled Closer
Virtual Education
Presentation
Rapport/Relationship Building
Objection Resolution
Strong Problem Solver
Utilize Analogous Examples
Excellent Communication
Proficient In All MS Office Suites
Excellent Planning & Organization
Proficient In CRM Salesforce
Networking
Referral Generating
Time Management
Leadership Management
Negotiation Skills
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