Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
17
17
years of professional experience
Work History
Account Manager
Asset Marketing Services / Govmint.com
06.2024 - Current
Portfolio manager for high net worth customers specializing in precious metal collectible coins and bullion.
Promoted to a veteran team after 30 days of a 5 month training program.
Quickly met and exceeded sales targets and performance metrics each month worked.
Provide exceptional customer service to build and maintain strong relationships with customers.
Identify and reach out to potential customers through networking to new or existing customers.
Provide exceptional customer service to build and maintain strong relationships with customers
.Educate clients on the value and benefits of investing in coins and precious metals.
Stay updated on industry trends, market conditions, and our product offerings.
Collaborate with the marketing team to provide feedback and insights on campaign effectiveness.
Provide exceptional customer service and support throughout the sales process.
Build and maintain strong client relationships to ensure customer satisfaction and loyalty.
Utilize our CRM system to maintain accurate customer records and ensure timely order processing and delivery.
Corporate Sales Representative
U-Haul Moving and Storage
04.2012 - 05.2024
Achieved top 10% of performing reps by exceeding performance targets inclusive of product sales, cross selling add-on's. Achieved or exceeded goals for each of my 12 years.
Managed customer relationships with local distribution centers and partners to drive national sales.
Calculated overall expenses for service delivery, including production and delivery, to provide the appropriate prices to the customer
Evaluated client requirements based on existing goals, supply and demand, and seasonal variables
Reported customer demands, challenges, interests, competitive actions, and potential to supply management for new and existing products and services
Built relationships with customers and community to promote long term business growth.
Maintained current knowledge of evolving changes in marketplace.
Negotiated prices, terms of sales and service agreements.
Informed customers of promotions to increase sales productivity and volume.
Institutional Sales Representative
Diversified Management Group
07.2007 - 03.2012
Extensive experience in the high performance financial industry with a proven ability to increase sales
Able to obtain excellent sales results through direct calls on users and management of third-party distribution channels
Successfully achieved or exceeded goals for over 4 years Raised over $20 million per year in net new money.
Achieved or exceeded company-defined sales quotas.
Stayed current on company offerings and industry trends.
Informed customers of promotions to increase sales productivity and volume.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Maintained current knowledge of evolving changes in marketplace.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Education
MBA -
Long Island University
Financial Planning Certification - undefined
Duke University
Skills
Excellent presentation skills, as well as strong written and verbal skills
Strong Interpersonal skills, as well as analytical skills
Demonstrated strong sales skills across the sales process: creating opportunities; presentation; managing trials and negotiating & closing deals
Excellent business development and client skills in institutional business, with proven track record
Having a dynamic personality along with strong interpersonal skills
Timeline
Account Manager
Asset Marketing Services / Govmint.com
06.2024 - Current
Corporate Sales Representative
U-Haul Moving and Storage
04.2012 - 05.2024
Institutional Sales Representative
Diversified Management Group
07.2007 - 03.2012
Financial Planning Certification - undefined
Duke University
MBA -
Long Island University
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