Simon Butler
Salisbury,NC
Summary
Client-focused professional with in-home consultative sales experience at Ion Solar, and a proven ability to build long-term, trust-based relationships. Generated nearly $1,000,000 in revenue by analyzing client needs, delivering tailored solutions, and maintaining high ethical standards while working in the solar industry. Currently pursuing the CFP® designation and seeking an entry-level role to gain the required experience and develop as a fiduciary-focused financial advisor. Highly organized, with strong analytical thinking, time management, and coordination skills that support accurate planning, seamless client transitions, and exceptional client outcomes.
Overview
3
3
years of professional experience
2
2
Certifications
Work History
Warehouse Associate
ALDI USA
Salisbury, United States
04.2024 - Current
- Responsible for completing PBV (pick by voice) orders in a timely manner, and delivering them to their designated OCL (outbound consolidation lane) on time, so that they can be shipped to their respective stores.
- Member of the 2nd Perishable Replenishment Team.
- Utilized warehouse management systems for tracking inventory movements.
- Responsible for operating a forklift in order to move product out of 'put-away' and into their active slots by completing replenishment tasks.
- Responsible for upholding the standard for warehouse conduct, from replenishment to selection.
- Honorary member of the Loading team, frequently staying several hours after the scheduled shift time to help with runs to load pallets onto trailers.
- This is a physical position, and it is expected to be able to work in freezer conditions.
- This role demands critical thinking skills, patience, and ingenuity to be able to solve unexpected inventory, technical, and/or personnel problems at a moment's notice.
- Assisted in training new staff on operational procedures and safety practices.
- Communicated effectively with team members on matters related to work assignments.
- Maintained inventory accuracy through regular stock counts and audits.
Sales Representative
Ion Solar
11.2023 - 03.2024
- This position is an in-home sales role and required an outgoing personality, excellent verbal and written communication skills, extensive knowledge of the solar industry, the ability to professionally deliver sales presentations often, and copious amounts of driving within the Charlotte area (anywhere within Salisbury NC, Gastonia NC, and Lancaster SC).
- In this position I quickly learned how to sell and synthesized that skill with my previous door-to-door abilities to be able to generate and close my own leads.
- Participated in team meetings to refine sales techniques and strategies.
- Presented solar energy solutions tailored to individual client requirements.
- Conducted product demonstrations highlighting solar technology benefits.
- Collaborated with installation teams to ensure smooth project transitions.
- Utilized CRM systems to track customer interactions and manage leads.
- Educated clients on financing options and incentives for solar installations.
Sales Team Lead
Top Tier Solar Solutions
Charlotte, United States
09.2023 - 11.2023
- Team Leader/Lead Setter.
- Door-to-door appointment setting.
- Personally trained new hires on sales, mental fortitude, and personal development.
- Only worked for ~70 days but set hundreds of appointments.
- Of my appointments, almost $1,000,000 worth of solar was sold.
Barista
Koco Java
Salisbury, United States
08.2022 - 06.2023
- Responsible for making coffee, and handling transactions.
- Responsible for establishing and maintaining a good rapport with customers by providing quick, kind, and quality service.
- It was a part-time position, of which I worked full-time.
- I was personally responsible for opening the store Monday through Friday, and making everything ready before my coworkers arrived.
- I was in charge of leading and teaching the other four shift members while the owners were not there, which was the case for approximately 60% of my working hours.
- I was also given some managerial authority by my employers to manage the business while they were out of town.
- This includes leading my team members by placing them and myself in the positions most conducive to smooth success, making sure everyone is focused on delivering quality services to all customers, occasionally writing checks to pay for deliveries of products, and ensuring that shift changes and breaks happen in a timely fashion.
- I frequently worked double shifts from 6:30 to 6:00 for extra hours, and I occasionally worked overtime.
- Provided excellent customer service by engaging with patrons warmly and efficiently, and responding to inquiries quickly and professionally.
- Handled cash transactions accurately while processing customer orders efficiently.
- Managed morning rush of customers daily with efficient, levelheaded customer service.
Education
BBA - Financial Planning
Liberty University
Lynchburg, VA05-2027
Skills
- Life and health insurance
- Verbal and written communication
- Complex problem solving
- Time management
- Team leadership and collaboration
- Logistics coordination
- Attention to detail
- Multitasking and organization
- Customer service excellence
- In-home sales expertise
Certification
Life Insurance License, North Carolina Department of Insurance, 02-02-2025
Affiliations
Completed a three-day Multifamily Mindset workshop covering multifamily real estate investing, financial analysis, and risk evaluation. 09-4-2023
Timeline
Warehouse Associate
ALDI USA
04.2024 - Current
Sales Representative
Ion Solar
11.2023 - 03.2024
Sales Team Lead
Top Tier Solar Solutions
09.2023 - 11.2023
Barista
Koco Java
08.2022 - 06.2023
BBA - Financial Planning
Liberty University