Hi, I’m
Trevor Arias
American Fork,UT
Summary
I enjoy being presented with complicated tasks that require out of the box thinking. I've worked in multiple fields of industry (Restaurant, Sales, Technology, Investments/Financials) and I've enjoyed working in each of them.
I've had a long term goal of finding an organization and/or company that values their employees and team members as much as I value providing a strong work ethic, a sense of leadership among my fellow employees, and a personal sense of motivation that continues to grow the more that I learn and grow as an individual.
I have always risen to the occasion when it came to meeting sales quotas, accomplishing goals, and making sure that clients and responsibilities where well taken care of.
I've always had a passion and skill for meeting new people, developing new relationships and nurturing those relationships accordingly in order to maintain long term business and generate referral business.
Overview
17
years of professional experience
Work History
Investiv LLCKaysville, UT
Investment Relationship Manager
01.2019 - Current
Job overview
- Developed and maintained strong relationships with clients to ensure satisfaction with services provided.
- Created portfolio management strategies for individual investors based on their risk-tolerance levels and financial goals.
- Conducted regular client meetings to review performance of investments, discuss new opportunities and provide updates on the markets.
- Analyzed current market conditions and trends to recommend appropriate investment products and services.
- Developed customized presentations to educate clients about various investment options available in the market.
- Maintained accurate records of all transactions processed during the day including trade confirmations, settlement instructions.
- Prepared monthly and quarterly performance reports for clients outlining progress made towards achieving their financial objectives.
- Responded promptly to customer inquiries regarding product features, pricing, availability.
- Developed and executed marketing plans to increase client base in the alternative investments services sector.
- Created presentations and materials for prospective clients, demonstrating the value of our alternative investment services.
- Presented at webinars focusing on topics such as asset allocation, portfolio diversification, risk management, and more.
Business PromotionAmerican Fork, UT
Sales Representative
01.2019 - 01.2020
Job overview
- Generated new sales leads through cold calling and networking activities.
- Conducted market research to identify potential customers and their needs.
- Analyzed customer feedback to improve products and services.
- Maintained accurate records of all sales and prospecting activities.
- Researched competitors' products, prices, and sales techniques.
- Negotiated pricing contracts with customers to maximize profits.
- Collaborated with other departments such as marketing, finance, logistics.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Identified opportunities for cross-selling additional products and services.
- Reviewed monthly performance against targets set by management team.
- Adhered to established policies and procedures when handling customer accounts.
- Utilized CRM software tools to track progress of each sale cycle stage.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Assisted in developing promotional materials such as flyers, brochures.
- Developed key customer relationships to increase sales.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Fostered relationships with customers to expand customer base and retain business.
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
- Demonstrated product features to align with customer needs.
Lincoln Institute of Financial EducationOrem, UT
Investment Sales Support Specialist
01.2015 - 01.2017
Job overview
- Developed and implemented sales strategies to meet customer needs and increase revenue.
- Cultivated relationships with existing customers to encourage repeat business.
- Negotiated contracts with clients on behalf of the company.
- Trained junior sales staff on techniques for improving customer service experience.
- Utilized CRM software to track leads and manage accounts throughout the sales cycle.
- Implemented processes for cross-selling products or services based on customer needs.
- Initiated contact with prospects via email campaigns or cold calls in order to generate leads.
- Responded promptly to inquiries from potential customers about product features or pricing plans.
- Used cold calling and networking to sell products and services.
- Sourced new sales opportunities through inbound lead follow-up.
- Negotiated terms of sales agreements and developed contracts to successfully close sales.
- Prepared presentations, proposals and sales contracts for existing and potential accounts.
Pizza FactoryLindon, UT
Kitchen Manager
01.2007 - 01.2017
Job overview
- Developed and implemented kitchen policies, procedures and quality standards.
- Trained new kitchen staff on proper food handling techniques and safety regulations.
- Ordered ingredients and supplies to maintain adequate inventory levels for the kitchen.
- Maintained accurate records of food costs, labor costs, waste management and other related expenses.
- Created weekly schedules for kitchen staff members based on anticipated business volume.
- Resolved customer complaints in a timely manner while maintaining a positive attitude towards guests at all times.
- Inspected equipment regularly to identify necessary repairs or replacements.
- Oversaw daily operations of the kitchen including meal preparation, cooking methods, portion sizes and plate presentation.
- Managed employee relations by providing guidance on job duties as well as disciplinary actions when needed.
- Evaluated employee performance through observation of work habits, attitude toward customers and adherence to company policies.
- Promoted an atmosphere of teamwork among kitchen staff members by fostering open communication between team members.
- Collaborated with chefs to create innovative recipes that utilized fresh ingredients from local suppliers.
- Supervised food production processes ensuring high quality standards were met throughout each stage of preparation.
- Performed weekly inventories of food items stored in refrigerators or freezers.
- Motivated kitchen staff by establishing goals to increase productivity and quality.
- Maximized team performance by training new employees on proper food handling and restaurant protocols.
Huntsman InsuranceAmerican Fork, UT
Sales Representative
01.2016 - 10.2016
Job overview
- Greeted customers and answered questions about products.
- Demonstrated product features and benefits to clients.
- Assisted in the development of marketing strategies for door sales initiatives.
- Collaborated with other departments to resolve customer inquiries or complaints regarding door sales issues.
- Ensured that all documents related to door sales were accurate and up-to-date.
- Conducted market research activities to identify potential opportunities for increased door sales revenues.
- Researched competitors' prices, promotions, products, services., in order to stay competitive.
- Prepared detailed quotations for prospective customers upon request.
- Collaborated with team to develop effective, winning sales strategies.
- Built territory-specific sales plans by reviewing competitor activities and lead spending trends.
- Assessed customer needs through detailed questioning and presented products to fill those requirements.
- Listened to customers to understand needs and put together optimal solutions.
- Applied knowledge of consultative and relationship-driven sales techniques to drive new business opportunities with clients.
Education
Pleasant Grove High SchoolPleasant Grove, UT
High School Diploma
05.2010
Skills
- Attention to Detail
- Client Recruiting and Retention
- Critical Thinking
- Risk Assessment
- Proposals and Presentations
- Product Promotion
- Client Relations
- Verbal and Written Communication
- Client Needs Assessment
- Project Management
- Customer Expectations Management
- Client Engagement
Timeline
Investment Relationship Manager
Investiv LLC
01.2019 - Current
Sales Representative
Business Promotion
01.2019 - 01.2020
Sales Representative
Huntsman Insurance
01.2016 - 10.2016
Investment Sales Support Specialist
Lincoln Institute of Financial Education
01.2015 - 01.2017
Kitchen Manager
Pizza Factory
01.2007 - 01.2017
Pleasant Grove High School
High School Diploma
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