Scott Betancourt
Santa Ana,CA
Summary
Versatile skill set with experience in sales, data entry and written and oral communication. Secure a position with a leading organization that will lead to a long-term career relationship. Pursues opportunities to learn new skills and contribute to personal & group success.
Overview
10
10
years of professional experience
Work History
Sr Financial Consultant
Ladder Loans
07.2022 - 05.2024
- Evaluate clients financial situation and tailor a solution to meet their specific needs
- Determine level of risk for insuring or lending
- Asses clients credit reports and input data into CRM system
- Conduct financial education sessions with clients, empowering them with knowledge and tools to make informed financial decisions
- Communicate with clients over the phone for an extended period to guide them through sales enrollment
- Converting telemarketing calls/web leads into sales while following compliance and guidelines for approval & enrollment
- Perform thorough financial assessments to understand clients debt, income and expenses to formulate comprehensive debt repayment plan
- Achieving and exceeding individual sales goal to remain top 5 producer consistently
Service Coordinator
Fletcher Jones Management West
03.2017 - 06.2022
- Managed department call volume of 100+ calls per day and coordinated department schedules to maximize sales opportunities
- Providing guidance as essential communications directive between guest and automotive operations while ensuring all guidelines and procedures are efficient
- Generate new & returning sales opportunities for 17 dealerships
- Led process improvement and problem-solving efforts to create standard procedures for customer support team
- Designed individualized service plans for clients' preferences
- Assessed customer needs and responded to customer emails and calls.
Sales Advisor
Equinox
03.2017 - 03.2018
- Providing the highest level of customer service to exclusive and prospective members
- Achieving and exceeding individual sales goals by planning leads with strategic outreach
- Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
Service Advisor
Freeway Honda
07.2014 - 03.2017
- Developed and maintained relationships while supporting projected vehicle service sale goals
- Provided recommendations and explanations of necessary vehicle needs
- Maintained accurate records of customer interactions and service details
- Communicated effectively with customers to ensure satisfaction and address concerns
- Upsold additional services and products when appropriated to meet personal sales goal
Education
Associates - Financial & Marketing Analysis
Santa Ana Community College
Santa Ana, CA05.2020
Skills
- Sales proficiency
- Strategic Planning
- Complaint resolution
- Professional telephone demeanor
- Data Entry
- Financial software
- Data Analytics
- Portfolio Management
- Financial Services
- Business Development
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Sr Financial Consultant
Ladder Loans
07.2022 - 05.2024
Service Coordinator
Fletcher Jones Management West
03.2017 - 06.2022
Sales Advisor
Equinox
03.2017 - 03.2018
Service Advisor
Freeway Honda
07.2014 - 03.2017
Associates - Financial & Marketing Analysis
Santa Ana Community College
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