Ryan Estes
Fairfax,VA
Summary
Detail-oriented Account Manager with years of comprehensive experience managing employer-client relationships and developing new business. Focused on managing accounts systematically to maximize potential. Dedicated professional successful at introducing new products and expanding network connections.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Consultant
Jacuzzi
Phoenix, AZ
08.2023 - Current
- Educate customers about products and services to generate interest and close sales.
- Increased revenue by skillfully selling and closing customer sales and driving product benefits around client needs.
- Demonstrated products in effort to show potential buyers benefits and advantages and encourage purchases.
- Generated sales across complete sales cycle process from prospecting through contract negotiations and closings.
- Listened to customers to understand needs and refer to optimal services.
Senior Sales Consultant
Erie Home
Phoenix, Arizona
02.2023 - 08.2023
- Educated junior associates on sales plans, personal goals and incentives to motivate them.
- Developed key customer relationships to increase sales.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Identified customer needs by asking questions and advising on best solutions.
Account Executive II
NerdWallet
Phoenix, AZ
02.2022 - 02.2023
- Cultivated and developed customer relationships to enable sustained revenue growth.
- Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
- Maintained updated knowledge of changing industry, standards and trends related to accounts.
- Acquired new business and drove revenue streams by providing quality service to clients.
Area Manager
Amazon
Phoenix, AZ
04.2021 - 02.2022
- Supervised business functions, employee staffing, customer retention and financial accountability.
- Implemented training initiatives to coach staff on best practices and protocols for enhanced profitability.
- Supervised 150 employees, ensuring optimal productivity.
- Managed department resources to maximize efficiency and achieve production targets.
Senior Client Service Representative
TD Ameritrade
San Diego, CA
12.2019 - 03.2021
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Researched issues and made quick decisions to achieve efficient and effective resolutions in a fast-paced environment.
Senior Account Representative
TD Ameritrade, Cash Management SASR
San Diego, CA
05.2017 - 12.2019
- Effectively process monetary transactions while upholding the high standards set by TD Ameritrade.
- Maintaining integrity when dealing with customer financial information.
- Reviewed issues with a proactive approach and resolved or escalated problems.
- Prioritizing Trex items in a timely matter, in an effort to exceed my current MPE goals.
Distribution Center Supervisor
Stone Brewery and Distribution
Escondido, CA
03.2015 - 04.2017
- Efficiently processed orders from national and international clients - Coordinated inventory itemization - Educated new employees on proper procedures and techniques.
- Identified lucrative business prospects through cold calling, networking, marketing and database leads.
- Ensured client satisfaction ratings by quickly offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
Education
Bachelor of Arts - History
Columbia College
Columbia, Mo2019
Skills
Proficient in Windows Operating System Microsoft Office 2024: Word, Excel, PowerPoint, Access
- Clients, Financial, Inventory, Access, Excel, Microsoft Office, Windows Operating System, PowerPoint, Word, MPE, Sales, Strategy
- Customer Relationships
- Account Management
- Sales Closing
- Strategies and Goals
- Relationship Building
- On-Site Product Demonstrations
Certification
- Life, Health and Annuities Insurance License
- Securities Industry Essentials (SIE) - DEC 2019
Timeline
Sales Consultant
Jacuzzi
08.2023 - Current
Senior Sales Consultant
Erie Home
02.2023 - 08.2023
Account Executive II
NerdWallet
02.2022 - 02.2023
Area Manager
Amazon
04.2021 - 02.2022
Senior Client Service Representative
TD Ameritrade
12.2019 - 03.2021
Senior Account Representative
TD Ameritrade, Cash Management SASR
05.2017 - 12.2019
Distribution Center Supervisor
Stone Brewery and Distribution
03.2015 - 04.2017
Bachelor of Arts - History
Columbia College
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