TERRY GEERDES
Urbandale,IA
Summary
Dynamic sales professional with a proven track record at Wells Fargo, excelling in client relationship management and persuasive communication. Recognized for consistently exceeding sales goals and delivering exceptional customer service. Proficient in Salesforce, leveraging business trend analysis to drive revenue growth and enhance client satisfaction.
Overview
14
14
years of professional experience
Work History
Sales Consultant
ZeroKey
Urbandale, Iowa
11.2024 - Current
- Engaged customers to understand their needs and provide tailored product recommendations.
- Collaborated with team members to develop effective sales strategies and promotional materials.
- Conducted market research to identify trends and inform sales approaches for target demographics.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Analyzed customer needs and identified solutions to meet their requirements.
- Demonstrated product features and benefits to enhance customer understanding and interest.
- Developed and maintained relationships with clients to increase sales revenue.
- Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
Business Development Manager
Worldwide Logistics
Urbandale, IA
11.2023 - 11.2024
- Consistently developing sales opportunities through outbound inquiries via phone and email
- Research and identify new prospects to maintain a full sales pipeline
- Negotiate rates for a variety of transportation solutions
- Build and maintain relationships with new and existing customers
Sales Development Representative
Evolve Vacation Rental
Denver, CO
04.2023 - 11.2023
- Consistently qualifying sales opportunities by engaging in outreach to top-of-funnel leads
- Ensure prompt customer support by effectively responding to inbound requests via website, email, and phone
- Manage a diverse pipeline, encompassing marketing-generated leads, nurturing leads, and upselling to existing owners, resulting in a robust sales funnel by utilizing Salesloft and Salesforce
- Consistently met or exceeded daily, weekly, and monthly sales goals, demonstrating a strong commitment to results
Mortgage Consumer Direct Sales
Wells Fargo
Des Moines, IA
08.2019 - 04.2023
- Recipient of Platinum Award achievements in loan volume for multiple quarters
- Consistently delivered high-quality, compliant loans and exceptional customer service by actively sourcing residential mortgages from various channels
- Recommended the most suitable loan, ensuring compliance and maximizing customer satisfaction by analyzing client needs
- Facilitated seamless teamwork by providing comprehensive loan information to colleagues
- Understood prospects and customers' unique needs and delivered high-quality loan services
Insurance Agent
Midwest Insurance Corporation
Nevada, IA
12.2018 - 08.2019
- Assessed prospective clients' financial resources and needs by scheduling appointments
- Drove sales and ensured clients received the necessary coverage by delivering expert insurance policy recommendations
- Built and retained a satisfied client base by maintaining a commitment to delivering continuous, excellent customer service
Financial Representative
Principal Financial Group
Des Moines, IA
04.2017 - 12.2018
- Ensured clients' financial goals were met by offering comprehensive financial planning
- Guaranteed compliance with evolving regulations by staying updated on the latest legislative changes impacting financial planning
- Held Series 6 and 63 licenses, demonstrating proficiency in investment products and securities regulations
- Provided comprehensive Insurance solutions to clients by holding lowa Life/ Health licenses
Sales Specialist
Homemakers Furniture
Urbandale, IA
04.2011 - 03.2017
Education
Diploma - Automotive Collision
DMACC
Ankeny, IA06-1991
Skills
- Sales performance and client satisfaction
- Business trend analysis
- Client relationship management
- Persuasive communication and negotiation
- Networking and leadership
- Presentation skills
- Salesforce and CRM expertise
- Value-driven innovation
- Creative thinking and problem solving
Key Highlights
- Consistently earning recognition as a top sales performer, surpassing sales goals, and attaining superior client satisfaction
- Knowledge of general business trends with experience establishing solid and trusting partnerships through sales and exceptional client relationship-building skills
- Captured interest and generated sales expansion by employing persuasive communication, negotiation, networking, leadership, and presentation skills
- Proven history of outperforming corporate goals and boosting revenues, along with a dedicated focus on aggressively pursuing new sales opportunities
- Technically-minded with Salesforce/CRM experience and the ability to encourage a culture of value-driven innovation as well as inspire creative thinking to align with target outcomes
Timeline
Sales Consultant
ZeroKey
11.2024 - Current
Business Development Manager
Worldwide Logistics
11.2023 - 11.2024
Sales Development Representative
Evolve Vacation Rental
04.2023 - 11.2023
Mortgage Consumer Direct Sales
Wells Fargo
08.2019 - 04.2023
Insurance Agent
Midwest Insurance Corporation
12.2018 - 08.2019
Financial Representative
Principal Financial Group
04.2017 - 12.2018
Sales Specialist
Homemakers Furniture
04.2011 - 03.2017
Diploma - Automotive Collision
DMACC
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