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
Remote
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
Irvine, CA
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
Irvine, CA
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
Newport Beach, CA
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
Fullerton, CA
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
Orange, CA
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, CA06.2001
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