SARAH ROACH
San Clemente,CA
Summary
Personable Inside Sales Representative with award-winning sales record and 9 years of experience. Track record of increasing sales through outstanding phone, social media and e-mail communication. Specializes in rescuing fragile accounts and driving exceptional client retention.
Overview
3
3
years of professional experience
Work History
Financial Consultant
NextStep Financial / Litigation Practice Group
Lake Forest, CA
08.2021 - 05.2022
- Collected and prepared pre-trial discoveries, records and evidence display by interacting on the phone doing with leads, doing a soft credit pull to go over every detail on future clients Transunion report, handling personal inquiries, providing quotes, as well as payments and terms that fits clients budget.
- Collected and prepared pre-trial discoveries, records and evidence displays.
- Investigated causes and resolutions to qualify clients cases, reviewing damages, losses and settlement formalities with a 90% success rate of getting their debts invalidated and removed off their credit report, working with all 3 major credit bureaus, with a 10% chance of a debt settlement.
- Worked closely with litigation attorneys and legal department to research, complete trial preparations and create document drafts for court use.
- Made great relationships with each of my clients by keeping them up to date on their file, Purchasing myself a separate work cell phone specifically for clients to reach me if needed at any time if I was on another call, in a meeting, or off work.
Student Loan Advisor
National Advisory
Laguna Hills, CA
05.2020 - 07.2021
- Counseled students and parents about financial aid options and program details.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Upsold products and services to increase company revenue by regularly having the highest sales in the industry beyond targets.
- Established plans and payoffs for student loans, prioritizing control of overall costs.
Student Loan Advisor
Financial Preparation Services
Irvine, CA
01.2018 - 08.2019
- Answer telephone calls from potential clients who have been solicited through advertisements.
- Observed all regulatory and security policies and procedures to keep data as safe as possible from breaches.
- Reviewed and approved all contracts to clients prior to being submitted.
- Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
Education
High School Diploma -
San Clemente High School
06.2015
Skills
- Financial Consulting
- Sales expertise
- Great Telephone Etiquette
- Dependable and Responsible
- Upselling
- Excellent people skills
- Multitasking Abilities
- Sales Expertise
- Motivated team player
- Financial services
- CRM
- Database Management
Additional Information
- Detail oriented Proficient computer skills Compliant Provided one-on-one counseling to students regarding financial aid program options and requirements. Worked closely with team members to deliver project requirements, develop solutions and meet deadlines. Fostered relationships with customers to expand customer base and retain business. Answer telephone calls from potential clients who have been solicited through advertisements. Observed all regulatory and security policies and procedures to keep data as safe as possible from breaches. Reviewed and approved all contracts to clients prior to being submitted. Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations. Worked with upper management to ensure appropriate changes were made to improve customer satisfaction. Made regular sales calls daily to existing and new customers for business growth
Accomplishments
- Supervised team of 13 staff members.
- Track record of being top sales representative of the month multiple times.
- Several promotions
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is NO "Trying" in my book, only "DOING!"
Sarah Roach
Timeline
Financial Consultant
NextStep Financial / Litigation Practice Group
08.2021 - 05.2022
Student Loan Advisor
National Advisory
05.2020 - 07.2021
Student Loan Advisor
Financial Preparation Services
01.2018 - 08.2019
High School Diploma -
San Clemente High School
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