Sabrina Eng
San Antonio,Texas
Summary
Energetic Sales Support Specialist focused on enabling strong sales by skillfully handling administrative needs. Successful at managing sales tracking tools and creating informative reports. Polished in identifying market trends to help sales professionals make strategic decisions and continue capturing business.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sales Support Coordinator
Capital Group | American Funds
02.2020 - Current
- Responsibilities include scheduling support, travel coordination event planning, team project support, and servicing as a technical resource
- Provides administrative support to the North American Distribution (NAD) sales team
- Schedule an average of 12 meeting per week per salesforce member, assigned 2 at a time
- Coordinates scheduling strategies arranging meetings and travel for multiple salesforce members and specialist
- Create and monitor larger meetings where all Advisors from one firm are included
- Research business development opportunities
- In-depth knowledge of NAD products and services, CRM systems
- Built relationships with 'gate keepers' to keep open communication
- Track sales and meeting goals regularly for the team
- Share reports to see who the team needs to target
- Prepare Salesforce members for meetings the following week, prep work and literature.
- Customer focus, Dealing with ambiguity, Organizing, Planning, Problem-solving, and Time Management
- Member of the SSC Development Team, where we help prepare peers for reviews or opportunities for growth
- Member of the SWISS, Women's group
Internal Wholesaler
Frost Investment Advisors
07.2018 - 02.2020
- Assisted in increasing AUM ($5 Billion) by prospecting new clients
- Regularly deliver product updates to clientele and mail updated fund materials to stay top of mind
- Direct report to four external wholesalers, covers territories across the U.S
- Proactively keep all sales team prepared for upcoming meetings by preparing presentations, factsheets and marketing material
- 10% travel consisting of attending conferences and seminars with external wholesalers
- Built relationships by following up with new and existing clients with any issues or concerns
- Worked with manager to develop day-to-day functions for Internal and External Wholesaler roles
- Initiated sales by executing individual outbound calls
- Primary resource for firm by phone or email
- Work closely with marketing to promote the Frost Funds
- Extensive knowledge in capital markets.
Commercial Loan Documentation Specialist - Processor II
Frost Bank
03.2015 - 07.2018
- Proof read loan documentation, perfecting loans
- Reviewed company documents to perfect the loan
- Assisted Loan Officers and their teams with the finished documentation
- Processed an average of 9 loans per day
- Ensured accuracy of commercial loans
- Higher degree of difficulty and production is expected being a level II
- Worked on more complex loans in preparation of becoming level III.
Registered Associate
Frost Brokerage Services
07.2008 - 03.2015
- Received Top Associate Award from Hartford in 2009
- Scheduling and confirming appointments
- Prepared applications and ensuring all documents are up to date
- Proof read applications minimizing errors
- Assisted clients with money transfers and distributions and RMD's
- Assisted all incoming calls probing before scheduling appointments
- Created client database with Excel improving the efficiency of visiting all current clients annually
- 90% of business in Mutual Funds and Annuities for Retirement accounts
- Built strong rapport with all clients resulting in confidence to trust me without my advisors assistance to review and evaluate progress of accounts.
Education
Bachelors Degree in Business Management -
Texas A&M San Antonio
12.2016
Associate in Arts -
North West Vista College
05.2008
John Marshall High School
01.2004
Skills
- Goals and performance
- Sales strategy development
- Effective negotiation
- Performance Tracking
- Contract Review
- Report Generation
- Customer Relationship Management
- Business Development
- Teamwork and Collaboration
- Problem-Solving
- Organizational Skills
- Excellent Communication
Certification
- Series 6 License
- Series 63 License
- Salesforce
- DST Sales
- DST Vision
- Discovery Database
- Microsoft Office
- Excel
- PowerPoint
- Word
Timeline
Sales Support Coordinator
Capital Group | American Funds
02.2020 - Current
Internal Wholesaler
Frost Investment Advisors
07.2018 - 02.2020
Commercial Loan Documentation Specialist - Processor II
Frost Bank
03.2015 - 07.2018
Registered Associate
Frost Brokerage Services
07.2008 - 03.2015
Bachelors Degree in Business Management -
Texas A&M San Antonio
Associate in Arts -
North West Vista College
John Marshall High School
- Series 6 License
- Series 63 License
- Salesforce
- DST Sales
- DST Vision
- Discovery Database
- Microsoft Office
- Excel
- PowerPoint
- Word
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