Nick Geiser

Carson City,NV

Summary

Dynamic and results-driven professional with over 6 years of experience in client relations and sales, seeking to leverage a proven track record in a high-growth environment at. Adept at managing client relationships, identifying and developing new business opportunities, and driving sales growth in the construction services industry. Skilled in operating efficiently in fast-paced settings, utilizing CRM systems for data management, and delivering exceptional service to B2B clients. Known for a proactive approach, strong communication skills, and the ability to handle cold calling and site visits with confidence. Committed to contributing to team success and achieving performance targets.

Overview

years of professional experience

Work History

Trust Advisor

Nexxess International

01.2024 - Current

Developed strong partnerships with clients through effective relationship building and consistent delivery of successful projects.
Used consultative techniques to understand customer needs and make strategic referrals to business partners.
Achieved high levels of customer trust by maintaining professionalism at all times during interactions with prospects at their homes or businesses.
Maintained knowledge of industry trends and competitor offerings, positioning our products as superior choices for customers'' needs.

Financial Advisor

Wells Fargo Advisors

03.2022 - 06.2023

Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Developed strong rapport with clients through consistent follow-up and attention to detail.
Developed customized reports for improved sales forecasting and accurate performance tracking.
Generated an average of $800,000 in new assets on a monthly basis.
Generated $10,000,000 in self-sourced assets during initial year.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Consistently met or exceeded quarterly sales quotas through diligent prospecting and relationship building efforts.

Manager

Geiser Tile & Stone

06.2009 - 05.2021

Grew company annual sales from $500,000 to $1,500,000
Managed accounting and payroll operations, including supervising and evaluating personnel.
Forecasted operational needs and project requirements using historical data and market trends.
Managed daily workloads by organizing effective schedules and delegating tasks.
Played an integral role in securing new contracts by providing detailed cost breakdowns that demonstrated value to customers.
Reduced project costs by accurately estimating materials needed for each job and minimizing waste during installation processes.
Engaged with customers to effectively build rapport and lasting relationships.
Expanded client base with effective prospecting, lead generation, and cold calling techniques.

Education

Master of Science - Financial Management And Accounting

University of Hertfordshire

2021

High School -

Carson High School

2012

Skills

MS Office
Creative thinking
Analytical skills
Client Service
Outside Sales

Relationship building and management
Cold calling proficiency
CRM software proficiency
Business development and planning

Timeline