Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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MASON KNOX

Denver,CO

Summary

Goal-oriented Sales Director with +3 years of experience in Financial sales. Proven leader with excellent salesmanship, negotiation, and closing skills. Gifted in building relationships, demonstrating products, and maintaining consistent sales.

My proven success in Financial Sales has led me to pursue opportunities to grow and excel in SaaS. With my eagerness to learn and prior sales experience, I believe I will be able to provide significant value to your organization

Overview

6
6
years of professional experience

Work History

Internal Sales Director

Empower Retirement
Greenwood Village, CO
09.2021 - Current
  • Built and maintained relationships with clients to establish long-term business growth
  • Achieved sales goals by cultivating and securing new customer relationships
  • Collaborated with Regional Sales Director to develop methods and procedures to increase sales, expand markets and promote new business
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning
  • Documented business processes and analyzed procedures to align with changing business needs

Financial Professional

Prudential Advisors
Englewood, CO
11.2019 - 09.2021
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Kept client financial plans optimized for current market trends and economic conditions
  • Implemented initiatives to improve client satisfaction and increase repeat business

Professional Smart Home Technician

Vivint Smart Home Technology
Wilmington , NC
05.2016 - 10.2019
  • Installed SmartHome security systems for over 550 homes
  • Responsible for maintaining inventory on a daily basis
  • Assisted Regional Manager to resolve technical problems, improve operations and provide exceptional customer service
  • Provided technical support to troubleshoot, repair, and maintain operational efficiencies in mechanical and electrical systems
  • Educated customers on the effective use of security systems

Education

Bachelor of Business - Property Management

Ball State University
Muncie, IN
05.2019

Skills

  • Client Relationship Development
  • Consultative Sales Techniques
  • Salesforce Software
  • Teamwork and Collaboration
  • Interpersonal Communication Skills
  • Microsoft Office Suite
  • Google Suite
  • Pipeline Generation

Accomplishments

  • Prudential's 2020 'Rookie of the Year' in their program of 28 other financial associates. (Prudential)
  • Accumulated over $170k in sales revenue during the first quarter of 2021 (Prudential)
  • Collaborated with External Sales Partner to successfully revive a forfeited territory. (Empower)

Timeline

Internal Sales Director

Empower Retirement
09.2021 - Current

Financial Professional

Prudential Advisors
11.2019 - 09.2021

Professional Smart Home Technician

Vivint Smart Home Technology
05.2016 - 10.2019

Bachelor of Business - Property Management

Ball State University
MASON KNOX