Mohammed Abdelaziz
Charlotte,NC
Summary
Results-oriented sales worker with a proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals. Superior relationship-builder and problem-solver.
Overview
4
4
years of professional experience
Work History
Senior Internal Wholesaler
Equitable Distributors
07.2023 - Current
- Exceeded financial sales target by achieving 168% of the 2023 annual goal, finishing at $185 million in sales
- Increased sales at largest firm by 136%, from $30 million in 2022 to over $71 million in 2023
- One of six employees selected from the Individual Retirement sales team for the Aspiring Regional Vice President (ARVP) program, a prestigious distinction that trains employees to become annuity wholesalers
- Designed comprehensive business plans, outlining strategies for effective territory management and successful business growth
- Grew client outreach through tailored salesforce reports
- Directed presentations, business reviews, and client seminars to promote company products
- Documented business processes and analyzed procedures to align with changing business needs
Internal Wholesaler
Equitable Distributors
11.2020 - 07.2023
- Surpassed 107% of revenue goal in 2022, resulting in $105 million in sales
- Generated new business and grew existing relationships by conducting sales conversations with financial professionals
- Trained new hires on company products and conducted roleplays through mentorship program
- Provided additional value for clients beyond basic service by offering insights, guidance, and other resources to provide expertise and care
- Increased sales with execution of full sales cycle processing from initialed processing through conversion and closing
- Communicated closely with superiors, demonstrating ability to understand and align with organizational financial goals
- Provided superior service to customers by quickly responding to requests, suggestions and concerns
Education
Bachelor of Science - Business And Marketing
State University of New York At Oswego
Oswego, NY05.2020
Skills
- Territory Management
- Sales Negotiating
- Startegic Planning
- Data Acquisition
- Operational Streamlining
- Professional Relationships
- Data Evaluation
- Products knowledge
- Sales Presentations
Qualifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
- Life and Health insurance license
- Google Digital Garage
- Google Ads Fundamentals
- Google Analytics Qualification Exam
Timeline
Senior Internal Wholesaler
Equitable Distributors
07.2023 - Current
Internal Wholesaler
Equitable Distributors
11.2020 - 07.2023
Bachelor of Science - Business And Marketing
State University of New York At Oswego
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