Shanise Tate
Charlotte,NC
Summary
Dynamic Sales Professional with a proven track record in Real Estate, Financial Services, Business Sales, and Insurance. Demonstrates expertise in employee training and project management while excelling in lead generation and navigating complex, time-sensitive transactions. Adept at driving revenue growth and enhancing client satisfaction through strategic initiatives. Career aspirations include leveraging extensive sales experience to further advance within high-impact leadership roles.
Overview
15
15
years of professional experience
Work History
Insurance Sales Agent/ Recruiter
Primerica
Charlotte, NC
11.2022 - Current
- Built strong rapport to conduct needs based analysis of both new & existing clients which increased overall sales and opportunities
- Generated sales by making outbound calls to prospect leads, and close deals
- Consistently met or exceeded company sales goals ; receiving award for 10k in Sales within first 90 days
- Drove insurance sales through partnerships with financial advisors,realtors, and development of new clientele
- Recruited & Onboarded talented pool of quality, skilled candidates, placed individuals in successful positions and gained reputation for sourcing top-quality applicants
Realtor
Premier South & Exit Realty Premier
Charlotte, NC
03.2019 - 12.2023
- Generated leads through networking activities, cold calling prospects, referrals.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
- Promoted active listings through social media marketing, open houses and newsletters.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Showed residential properties and explained features, value and benefits of available homes.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
Inbound Sales Specialist (Virtual)
Wells Fargo Virtual Channel
Charlotte, NC
01.2017 - 10.2017
- Processed incoming sales inquiries through online chat for new & existing Small Business customers
- Worked closely with company managers to identify new business opportunities and routinely participated in sales process
- Conducted needs based assessment in order to effectively offer company products & services
- Ensured client satisfaction ratings by quickly offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges
Sales Trainer
Wells Fargo Bank
Charlotte, NC
03.2016 - 01.2017
- Created and coordinated group training classes in alignment with company sales objectives
- Recruited, trained and mentored all sales team members and offered continuous support for professional development
- Provided exemplary level of service to clients to both maintain and extend relationships for future business opportunities
- Consistently met and exceeded department expectations for productivity and accuracy levels
- Communicated with customers as soon as issues arose to immediately determine resolution before problem escalated
Business Banking Specialist
Wells Fargo Bank
Charlotte, NC
11.2014 - 03.2016
- Met/exceeded sales goals by conducting referrals of various products and services
- Processed inbound calls with small business customers to determine needs and propose personalized banking solutions
- Educated customers on variety of Small Business products and available credit options to promote valuable decision-making
- Improved call center functionality and service capacity by resolving customer complaints quickly and efficiently
Retail Sales Manager
Time Warner Cable
Gastonia, NC
05.2011 - 06.2014
- Motivated higher sales through incentives, reward-based programs and positive reinforcement of good sales practices
- Taught junior employees how to meet operational and sales goals with proactive strategies
- Connected with customers daily to understand needs, provide assistance and collect feedback to optimize operations
- Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate
- Achieved sales goals and business objectives by motivating staff and promoting cable products & services
Education
NC Real Estate License - Real Estate
Kaplan Real Estate
Charlotte, NC05-2017
Bachelor of Arts - Psychology
Ohio State University
Columbus, OH2011
Human Resources Management
US Army
2001
Skills
- Top-Producing Sales Record
- Staff development/Employee Training
- Negotiating / Problem Solving
- Virtual Sales
- Inside Sales /Outside Sales
- Proficient in Salesforce and various CRMs
Timeline
Insurance Sales Agent/ Recruiter
Primerica
11.2022 - Current
Realtor
Premier South & Exit Realty Premier
03.2019 - 12.2023
Inbound Sales Specialist (Virtual)
Wells Fargo Virtual Channel
01.2017 - 10.2017
Sales Trainer
Wells Fargo Bank
03.2016 - 01.2017
Business Banking Specialist
Wells Fargo Bank
11.2014 - 03.2016
Retail Sales Manager
Time Warner Cable
05.2011 - 06.2014
Bachelor of Arts - Psychology
Ohio State University
Human Resources Management
US Army
NC Real Estate License - Real Estate
Kaplan Real Estate