M KAYLEEN WILLIS
South Jordan,UT
Summary
Proven Regional Sales Manager with a track record of driving growth at Aquila Investment Management through strategic sales initiatives and effective territory management. Excelled in building client relationships and leading teams to exceed sales goals. Skilled in sales leadership and customer service, demonstrating significant market expansion and client satisfaction achievements.
Overview
23
23
years of professional experience
1
1
Certification
Work History
REGIONAL SALES MANAGER
AQUILA INVESTMENT MANAGEMENT
01.2002 - 08.2024
- Conducted product demonstrations and presentations to potential clients to capture more sales.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
- Executed successful marketing campaigns to generate new business and expand customer base.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Prepared sales presentations for clients showing success and credibility of products.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Built relationships with customers and community to establish long-term business growth.
- Finalized sales with financial advisors and their high-value customers.
Education
Business
Montana State University
Bozeman, MTSkills
- Sales Leadership
- Customer Service
- Sales initiatives and techniques
- Territory Management
- Customer Support
- Goal Setting
- Sales expertise
Certification
- Series 7 and 63
Timeline
REGIONAL SALES MANAGER
AQUILA INVESTMENT MANAGEMENT
01.2002 - 08.2024
Business
Montana State University
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