Tommy Phan
Scottsdale,AZ
Summary
Motivated and dedicated professional seeking a career opportunity in sales. Committed to expanding my knowledge and skills in a fast-paced, high-stress environment. Possesses strong interpersonal communication, organizational, and prioritization skills. A background in coaching and teaching high school students has instilled a deep understanding of teamwork, organization, and individual focus. I am a flexible, dependable, and driven individual ready to embark on a new journey in the sales community.
Overview
9
9
years of professional experience
Work History
Account Executive
Innovation Refunds
01.2023 - 09.2023
- Managed new clients through the entire ERC process.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
Mortgage Broker
Allied Fist Bank
11.2020 - 05.2022
- Generated new leads and guided clients through the loan refinancing process.
- Explained entire mortgage loan process to borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Assessed clients' financial data to determine loan suitability.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Worked with underwriters to fix application problems and resolve issues.
- Checked loan documents for accuracy prior to closing.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Explained different types of loans pertaining to client situations.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
Insurance Sales Agent
Mellissa Casillas Agency
03.2019 - Current
- Developed new leads and cultivated long-term business relationships with clients
- Initiated and managed executive accounts.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Club Coach & Private Trainer
East Valley Juniors VBC
10.2023 - Current
- Utilized positive communication to encourage team and promote integrity and respect.
- Collaborated with other coaches to create and execute game plans.
- Monitored team practices to establish high level of performance.
- Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience, and respect for others.
- Taught players how to run specific game plays in order to build cohesive, structured team.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Enforced discipline both on and off-field to lead team with highest personal standards.
- Trained and mentored new coaches on fundamentals of coaching to apply best practices and strategies.
Club Coach & Private Trainer
Ignite Volleyball Club
11.2022 - 07.2023
- Utilized positive communication to encourage team and promote integrity and respect.
- Collaborated with other coaches to create and execute game plans.
- Monitored team practices to establish high level of performance.
- Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience, and respect for others.
- Taught players how to run specific game plays in order to build cohesive, structured team.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Enforced discipline both on and off-field to lead team with highest personal standards.
- Trained and mentored new coaches on fundamentals of coaching to apply best practices and strategies.
Club Coach & Private Trainer
Livewire Volleyball Club
11.2014 - 06.2019
- Utilized positive communication to encourage team and promote integrity and respect.
- Collaborated with other coaches to create and execute game plans.
- Monitored team practices to establish high level of performance.
- Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience, and respect for others.
- Taught players how to run specific game plays in order to build cohesive, structured team.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Enforced discipline both on and off-field to lead team with highest personal standards.
- Trained and mentored new coaches on fundamentals of coaching to apply best practices and strategies.
Education
High School Diploma -
Leland High School
San Jose, CA2005
Associate of Arts Degree -
San Jose City College
San Jose, CA2008
Property & Casualty Insurance License (2019 -
Skills
- Exceptional interpersonal skills
- Committed to personal growth and learning
- Energetic and enthusiastic
- Highly organized and detail-oriented
- Excellent time management abilities
- Reliable and maintains a professional demeanor
- Passionate about my work
- Dependable and trustworthy
- Skilled in team leadership
Languages
Vietnamese
Native or Bilingual
English
Native or Bilingual
Timeline
Club Coach & Private Trainer
East Valley Juniors VBC
10.2023 - Current
Account Executive
Innovation Refunds
01.2023 - 09.2023
Club Coach & Private Trainer
Ignite Volleyball Club
11.2022 - 07.2023
Mortgage Broker
Allied Fist Bank
11.2020 - 05.2022
Insurance Sales Agent
Mellissa Casillas Agency
03.2019 - Current
Club Coach & Private Trainer
Livewire Volleyball Club
11.2014 - 06.2019
High School Diploma -
Leland High School
Associate of Arts Degree -
San Jose City College
Property & Casualty Insurance License (2019 -
Similar Profiles
Corey BaileyCorey Bailey
Director Data Managment at Innovation RefundsDirector Data Managment at Innovation Refunds
FATIMA NEWSOMEFATIMA NEWSOME
Sales Account Executive at Innovation RefundsSales Account Executive at Innovation Refunds
WILLIAM PALMQUISTWILLIAM PALMQUIST
Account Executive at Innovation RefundsAccount Executive at Innovation Refunds
HELEN (Nicki) VILLALOBOSHELEN (Nicki) VILLALOBOS
Account Executive - Remote at SOURCETEK Contract Working For INNOVATION REFUNDSAccount Executive - Remote at SOURCETEK Contract Working For INNOVATION REFUNDS
JONATHAN OCHOAJONATHAN OCHOA
Interim COO at Get Your NestInterim COO at Get Your Nest