Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rafael Rosales

Riverside,CA

Summary

Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.

Overview

20
20
years of professional experience

Work History

Senior Digital Solutions Advisor

Mopro
03.2020 - Current
  • Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
  • Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Directed and consulted small business owners for SEO and paid ads marketing and sales growth and managing accounts for long term success.
  • Organizing and executing assigned company sales goals as well as running the sales department and managing multiple sales reps.

Sales Executive

Zillow Group
02.2019 - 02.2020
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
  • Expanded market share with strategic territory planning and targeted prospecting.
  • Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
  • Directed and consulted Real Estate agents for marketing and sales growth and managing accounts for long term success. Organizing and executing assigned company sales goals.

Account Manager

Doctor Genius
11.2018 - 01.2019
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Establishing good rapport with Doctors and office managers. Directed and consulted Doctors for marketing and patient growth to develop new patient opportunities.

Direct Marketing Consultant

Mopro
11.2014 - 10.2018
  • Increased client engagement by developing customized direct marketing strategies tailored to their target audience.
  • Enhanced campaign effectiveness by analyzing performance metrics and adjusting tactics accordingly.
  • Optimized conversion rates by implementing A/B testing for various direct marketing channels, such as email and social media advertising.
  • Developed strong relationships with clients, ensuring satisfaction and fostering long-term partnerships.
  • Quality Control to ensure website sales were processed, sold and closed properly. Directed and consulted clients for their website and online presence. Consistently met weekly and monthly quotas.

Sales Manager

5 Star Local Ads
03.2007 - 11.2014
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Streamlined sales processes for improved efficiency, resulting in higher conversion rates.

Mortgage Loan Officer

First Choice Funding Group
07.2003 - 02.2007
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.

Education

High School Diploma -

Newport Harbor High School
Costa Mesa, CA
06.2001

Skills

  • Business Networking
  • Lead Prospecting
  • Sales Funnel Development
  • Professional Networking
  • Business Development and Planning
  • Customer Service
  • Client Relationship Management
  • Revenue Generation
  • Pipeline Management
  • Progress Reporting
  • Sales Forecasting
  • Performance Metrics

Languages

Spanish
Native or Bilingual

Timeline

Senior Digital Solutions Advisor

Mopro
03.2020 - Current

Sales Executive

Zillow Group
02.2019 - 02.2020

Account Manager

Doctor Genius
11.2018 - 01.2019

Direct Marketing Consultant

Mopro
11.2014 - 10.2018

Sales Manager

5 Star Local Ads
03.2007 - 11.2014

Mortgage Loan Officer

First Choice Funding Group
07.2003 - 02.2007

High School Diploma -

Newport Harbor High School

Similar Profiles

CREATE PROFILE
Rafael Rosales