Phillip Crawford

Houston,TX

Summary

Dynamic and results-driven professional with expertise in business development, tech sales, and client relationship management. Consistently exceeds sales targets, driving revenue growth and building strong client relationships. Excels at leveraging innovative sales strategies and data-driven decision-making to achieve business objectives. Proven track record of success, confident in ability to contribute to the continued growth and success of any organization.

Overview

years of professional experience

Work History

Business/Real Estate Consultant

P.A.C Consulting

01.2021 - Current

Delivered personalized consulting services to diverse clients, enhancing their business strategies and real estate investments to drive growth and financial stability
Successfully developed and executed robust business plans, resulting in a 30% increase in client business scalability and operational efficiency
Guided over 50 clients in strategic business growth and real estate investments, collectively boosting their asset value by $20 million
Implemented innovative consulting tactics that improved client engagement and retention by 25%
Generated leads for sales and rental properties through cold calls and referrals.
Researched commercial and residential real estate deals.

Financial Advisor

Equitable Advisors

01.2021 - 01.2024

Built and maintained enduring relationships with over 100 high-net-worth clients, guiding them through continuous financial strategy revisions to suit evolving life stages
Managed diverse portfolios to balance risk and return, achieving consistent financial growth for clients
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Researched current economic trends and investment opportunities to stay abreast of financial markets.

Education

BBA - Accounting and Finance

State University of New York At Old Westbury

Old Westbury, NY

01.2019

Skills

Salesforce
Apolloio
Slack
LinkedIn
Tech Sales
SaaS Solutions Selling
CRM Management
Client Retention
Strategic Prospecting
Lead Generation

Value-Driven Selling
Consultative Approach
Interpersonal Skills
Written Communication
Oral Communication
Leadership
Data Analysis
Sales follow-up
Leads prospecting
Client relations

Leadershipawards

2022 Equitable Advisors Fast Start Award, Recognized among top reps in the new hiring class for exceptional business performance within the first 60 days – 20k credits.
2023 Equitable Advisors Life Leaders Award, Ranked in the top 50 reps' company-wide for highest life insurance sales for the fiscal year – 60k credits.

Timeline