Theresa Adams
Virginia Beach,VA
Summary
Result-driven Sales Director with proven track record in strategic planning and business development. Demonstrated skills in leading sales teams, fostering client relationships, and achieving revenue targets. Contributed to significant growth in previous roles through implementation of innovative sales strategies and solid leadership.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Market Sales Director, Vice President
Merrill Lynch
Virginia Beach, USA
01.2022 - Current
- Promoted to manage over 20 Wealth Management Banking Specialists across Greater VA, North Virginia, and DC offices.
- Collaborated with market executives and office management to enhance banking penetration regionally.
- Executed sales action plans for 20+ specialists, achieving year-over-year growth in high net worth client banking penetration.
- Hired, coached, and onboarded new banking specialists to strengthen team capabilities.
- Fostered employee engagement through team-building activities, motivating staff to increase sales growth.
- Developed process efficiencies in collaboration with cross-functional leaders to address complex banking challenges.
- Ensured responsible growth and compliance by auditing processes utilized by team members.
- Cultivated strong relationships with key organizations and professionals to support future business growth objectives.
- Supported sales team members to drive growth and development.
- Implemented CRM systems to streamline sales processes and improve customer relationships.
- Created, maintained and evaluated customer databases in order to maximize sales opportunities.
- Organized trade shows, conferences and other events geared towards increasing brand awareness.
- Ensured compliance with all legal and regulatory requirements related to sales activities.
- Fostered a culture of continuous improvement by encouraging feedback and innovation within the sales team.
- Identified areas for improvement within the organization's existing processes and procedures.
- Oversaw the recruitment, selection, and onboarding of new sales staff.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Coached and mentored team members to build sales and negotiation skills.
- Coached, developed and motivated team to achieve revenue goals.
- Analyzed sales statistics to identify areas of improvement and implement corrective actions.
- Collaborated with marketing and product development teams to align sales strategies with company initiatives.
- Implemented sales programs by developing field sales action plans.
- Coordinated action plans for sales team to penetrate new markets.
- Facilitated and delivered presentations for account-specific meetings and conference calls.
- Designed and executed sales strategies across multiple channels to increase market share.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Developed long-range plans for business growth, resulting in increase in annual sales.
- Executed on-time, under-budget project management to adhere to project road map.
- Hired, trained, and mentored staff members to maximize productivity.
- Implemented process improvement procedures that resulted in cost savings across the board.
- Formulated policies that improved operational efficiency and productivity.
- Fostered collaboration and development of new practices by business leaders.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Negotiated contracts with vendors for services, products and supplies.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Conducted testing of software and systems to ensure quality and reliability.
Wealth Management Banking Specialist, Assistant VP
Merrill Lynch
Virginia Beach, USA
01.2018 - 01.2022
- Collaborated with over 100+ Financial Advisors in 6 different offices to help bring world class service to high net-worth clients and to drive banking penetration within each advisor’s book of business.
- Conducted interviews to uncover clients’ financial goals and needs and recommended tailored banking solutions.
- Educated clients in mobile and online banking solutions to self-serve.
- Identified clients’ financial opportunities and developed banking strategies.
- Solved complex banking issues by partnering with cross functional teams.
- Mentored newly onboarded Wealth Management Banking Specialists.
- 2 time award winner of Valiant Award for exceeding productivity goals and operational excellence.
Financial Advisor
Merrill Lynch
Virginia Beach, USA
01.2014 - 01.2018
- Developed a book of business in order to meet and exceed the required performance hurdles.
- Effectively sourced prospective clients, capitalized on referrals, assessed customer needs through collaboration.
- Delivered the full resources of Bank of America and Merrill Lynch to the client and delivered highly customized solutions to meet client needs.
- Used CRM tools (Salesforce) to manage client interactions, track sales leads and enter referrals for strategic partners within Bank of America.
- Recommended investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
- Balanced investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer term plan.
- Planned and managed resources (time, people, budget) to run an optimal practice.
- Developed printed marketing materials and managing team website to support strategic growth.
- Partnered with corporate marketing team to develop marketing materials for local sponsorships.
- Developed educational seminars for potential clients in order to grow book of business.
- Obtained industry licenses (Series 7 & 66), mastered assessments, maintained continuing education requirements such as CFP Modules I & II.
Business Development Specialist
YUPO CORPORATION AMERICA
Chesapeake, USA
01.2012 - 01.2014
- Promoted into this position to help drive and execute the business and marketing strategy for new and existing business.
- Assess packaging and graphic markets and trends and to determine opportunities for Yupo to provide customers/partners with the product in the synthetic market.
- Recognize possible future opportunities, assess future market dynamics and redefine marketing strategies and/or business models to exploit market opportunities and produce tangible results.
- Lead a cross functional team of IT vendors, Customer Service, Sales & Marketing to launch Salesforce for the use of campaigns, customer data management and order placement.
- Managed and tracked training modules completed by each user.
- Day to day change management and developing solutions to support new business processes.
- Troubleshooting to ensure efficient and effective utilization of Salesforce.com for all users.
- Directly impact the productivity of our sales and sales support teams, and defined scalable sales processes for the team.
- Facilitated daily calls with IT vendors and users to troubleshoot issues and determine best date to Go Live.
- Developed ongoing training each month to increase adoption and minimize errors on orders.
Sales Promotion Representative
YUPO CORPORATION AMERICA
Chesapeake, USA
01.2011 - 01.2012
- Responsible for launching promotional programs and manage incoming Business to Business leads and developing a workflow process for tracking the sales lifecycle.
- Supported new business development activities.
- Identified new CRM system to better manage sales cycle.
- Successfully launched and completed 2 Quality of Life initiatives (CHIP & Street Smarts map for New York).
- Menu solutions also generated over $3000 in revenue in less than 6 months of it’s launch.
- Contributed to overall bank branch exceeding semester goal by 105%.
- Developed OBM process flow to best manage and qualify web leads to assess their importance and overall value and to prioritize them to Sales team as needed.
- Trained customer service rep on how to handle customer contact as well as how to disposition each lead in Salesforce.
Education
B.S. - Business Administration, Business Management
Old Dominion University
Norfolk, VASkills
- Sales strategy and market analysis
- Customer relationship management
- Team building and leadership
- Employee training and development
- CRM implementation and software usage
- Process improvement and optimization
- Revenue growth and sales cycle management
- Project management and cross-functional collaboration
- Data analysis and decision making
- Presentation skills and communication
- Client relationship management and rapport building
- Multitasking abilities and performance evaluations
- Account acquisition and territory growth
- New product launch and competitive analysis
Certification
- Series 7 & 66 License
- VA Life & Annuities, Health & Variable Contracts Insurance License, 943638
- Certified Financial Planning Modules 1 & II
Accomplishments
- 2 time award winner of Valiant Award for exceeding productivity goals and operational excellence.
- Received Global achievement award for teamwork.
- Award winner for developing and executing strategic initiatives for sales process improvement
Affiliations
- Serving as a local election polls official for 5 years.
- Active volunteer in local church.
References
References available upon request.
Timeline
Market Sales Director, Vice President
Merrill Lynch
01.2022 - Current
Wealth Management Banking Specialist, Assistant VP
Merrill Lynch
01.2018 - 01.2022
Financial Advisor
Merrill Lynch
01.2014 - 01.2018
Business Development Specialist
YUPO CORPORATION AMERICA
01.2012 - 01.2014
Sales Promotion Representative
YUPO CORPORATION AMERICA
01.2011 - 01.2012
B.S. - Business Administration, Business Management
Old Dominion University
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