Tony Aguilar
Pleasanton,CA
Summary
Results-driven Professional with strengths in assessing customer needs and providing tailored solutions. Excellent negotiation skills with a track history of exceeding client expectations. Passionate for building long-term customer relationships.
Overview
7
7
years of professional experience
Work History
Sales Development Rep / Strategic Sales Analyst
Kiavi
04.2022 - 02.2024
- Partnered with team of 6 Account Executives to generate new business before getting promoted to Strategic Sales Analyst.
- Partnered with 2 of our top Directors of Strategic Accounts to retain and develop business opportunities.
- Engaged in 60 - 70 outbound cold calls to engage and vet potential investors to ensure we could be beneficial for their business.
- Enhanced team performance with regular training sessions on sales techniques and product knowledge.
- Provided strategy advice to high net worth clients.
- Recommended investment strategies to meet client financial objectives.
Acquisition Specialist
Zen Home Offer
08.2021 - 12.2021
- Engaged in 60-80 outbound calls per day to generate company revenue.
- Listened, comprehended and qualified homeowners to ensure our solutions would be beneficial to them.
- Set appointments with prospects for further conversation/ introduction with Sr. Acquisition Specialist
- Consulted clients from beginning to end.
- Generated $60k to date in Gross Profit
- Ran Market comparables and submitted offers to home owners looking to sell their homes.
Home Preservation Specialist / PPP Processor
Wells Fargo
04.2020 - 06.2021
- Assisted clients who were facing financial hardships during the pandemic by helping them with a forbearance protection plans.
- Assisted 20-25 Customers per day.
- Engaged in inbound and outbound call campaigns to assist clients with their forbearance questions and needs.
- Became informed on different investor guidelines like Fannie Mae, Freddie Mac, VA, FHA, and USDA to better assist our clients.
- Consulted clients on Post-forbearance options once the hardship came to an end.
- collaborated with different departments including Bankruptcy, Escrow, and Estates to find solutions for client issues.
Bilingual Personal Banker
Wells Fargo, NA
07.2019 - 04.2020
- Met with clients to understand their needs / financial picture.
- Collaborated with Premier Bankers, Loan Consultants, and Financial Advisors to better assist our clients.
- Managed client relationships by reaching out through outbound call campaigns to inform them of different programs
- Handled operations task involving Large Cash deposits and Vault duties.
New Car Sales Consultant
Oakland Acura
03.2019 - 06.2019
- Demonstrated vehicles and features, and conduct test drives
- Responded to customer inquiries via telephone and email to set in-person appointments.
- Completed registration paperwork and sales documentation
- Prepared purchased vehicles and completed final delivery checks.
- Offered comprehensive knowledge of vehicle operations and brand features.
- Stayed up-to-date with industry trends, ensuring comprehensive knowledge of various automobile models and features.
- Managed assigned leads effectively, maintaining organized records of client interactions for future reference.
Account Director
Legion Inc.
12.2018 - 03.2019
- Managed different Territories for in-person B2B sales.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Engaged with 50-60 prospects a day.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
Service Experience Specialist
Nordstrom
11.2016 - 12.2018
- Responsible for all issues varying from lost orders/packages, credit card disputes, account inquiries, customer concerns/complaints, employee complaints, down to technical issues as well
- Responsible for handling and maintaining excess amounts of cash and cash room
- Maintained up-to-date knowledge of store sales, payment policies and security standards
- Opened and closed store independently when needed and prepared nightly bank drop for manager
- Partnered up with Loss Prevention and store manager to identify and research stolen merchandise or fraud
Education
No Degree - Fire Science & Technology
Las Positas College
Livermore, CA2016-05
High School Diploma -
Castro Valley High School
Castro Valley, CA2015-06
Skills
- Customer Support
- Product Knowledge
- Customer service
- Prospecting
- G-Suite
- Sales
- Account Management
- Fluent in Spanish
Timeline
Sales Development Rep / Strategic Sales Analyst
Kiavi
04.2022 - 02.2024
Acquisition Specialist
Zen Home Offer
08.2021 - 12.2021
Home Preservation Specialist / PPP Processor
Wells Fargo
04.2020 - 06.2021
Bilingual Personal Banker
Wells Fargo, NA
07.2019 - 04.2020
New Car Sales Consultant
Oakland Acura
03.2019 - 06.2019
Account Director
Legion Inc.
12.2018 - 03.2019
Service Experience Specialist
Nordstrom
11.2016 - 12.2018
No Degree - Fire Science & Technology
Las Positas College
High School Diploma -
Castro Valley High School
Similar Profiles
CLAY JOHNSONCLAY JOHNSON
Sales Development Representative at KiaviSales Development Representative at Kiavi
Brian CrispenoBrian Crispeno
Loan Closer/Funder & Team Leader at KiaviLoan Closer/Funder & Team Leader at Kiavi
Oliver EmersonOliver Emerson
Acquisition/Disposition Manager at KiaviAcquisition/Disposition Manager at Kiavi