Terence Ellis

Work History

SMARTBIZ

Atlanta, GA

04.2022 - 03.2023

Oversaw 40+ active accounts, leveraging customer relationship management (CRM) to collect, organize, and manage sales data and customer information
Met and exceeded service level goals to achieve standards and expectations
Delivered clients’ business needs, gaining understanding of goals, objectives, and processes
Drove new business by qualifying leads, building relationships, and confidently executing sales strategies
Maintained solid customer base by effectively managing sales cycle.

Self Employed Services

Atlanta, GA

01.2018 - 03.2022

Built and established relationships with clientele to improve future business opportunities.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Managed accounts via knowledge, creativity, and financial modeling while coordinating with underwriters, financial advisors and planners, loan managers, and securitization teams
Prioritized and obtained solutions to solve B2B and individual problems by utilizing thorough understanding of financial concepts required for specialized field
Met with clients, completed financial needs questionnaires and referred clients in need of retirement/investments to financial advisors and financial planners with whom I partnered with.

MASS MUTUAL

Atlanta, GA

08.2016 - 09.2018

Interviewed business clients to analyze their business requirements and recommend and design improvements to their business processes and operational procedures
Created functional and technical application documents
Networked to identify potential new clients and expand geographic territories.
Assisted with training and ongoing education of company standards, audit controls, government compliance procedures, and business processes to ensure clear understanding of industry standards
Secured green light to move forward with employee benefit package plan by focusing sales presentation on customer’s needs and pain points, which enabled them to feel empowered and safe
Identified financial processes and product inefficiencies, recommending any necessary improvements.

PRUDENTIAL FINANCIAL

09.2015 - 08.2016

Conducted business current-state financial assessment by documenting financial processes, identifying portfolio value, and communicating financial risk
Facilitated training sessions and documentation to ensure financial team was current on all new compliance and operational processes
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Discussed financial options with clients and provided informed suggestions.

NEW YORK LIFE

Atlanta, GA

02.2011 - 08.2015

Provided required weekly, monthly, and quarterly reports listing sales figures and client track records
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Increased B2B revenue 15% by partnering with senior managers
Analyzed financial information obtained from clients to determine strategies for meeting objectives.