Michael Watson

• Explain complex and sophisticated financial instruments to Nationwide members.
* Utilize multiple complex and comprehensive computer systems to research and explain annuity contracts.
• Use consultative sales process for financial representatives and public.
• Phone based consultation.
• Utilize de-escalation process with frustrated members.

* Manage 30-50 incoming calls per day.

• Managed customer accounts and customer relationships
• Established relationships with key customers, providing personalized service and support
• Conducted consultative sales over Zoom for Estate Plan and Trust packages
• Used CRM CLIO for account development.
• Managed 7-10 consultation a week.

• Identified new business opportunities and built relationships with key customers
• Analyzed sales data, identified trends, and developed action plans for improvement
• Managed multiple accounts simultaneously while ensuring customer satisfaction goals were met or exceeded
• Used CRM SALESFORCE for account development.
• Sold and managed projects from $10k- $1-million gross sales.

• Greeted customers warmly and offered assistance
• Helped customers find and select products
• Contacted owners and operators of construction companies
• Sales and leasing of construction equipment
• Developed new and ongoing long term relationships with existing customers
• Used CRM GOLDMINE for account development.
• Sold and managed projects from $5k-$750k plus.