Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
Work History
Senior Design Consultant
The Home Depot Inc
Palm Springs , CA
06.2020 - Current
Provided personalized service to build relationships with customers.
Assisted customers in selecting appropriate products or services for their needs.
Performed regular follow-ups with clients to ensure satisfaction with purchases.
Advised customers on the latest product features and benefits.
Educated customers about products and services offered by the company.
Created presentations that showcased company's capabilities and offerings.
Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
Design Consultant
Renewal by Anderson
San Diego, CA
01.2019 - 06.2020
Strategic territory management within entire San Diego / Orange County territory
Organizes appointments, client meetings and consulting sessions with accounts within competitive marketplace
TOP SELLING Sales Rep: Every month for fiscal 2019 (both closing ratio and revenue per appointment)
Perform consultations with key accounts to probe and understand needs of account
Strategic alignment of products to each account based on corporate goals as well as customer needs
Within each meeting, measurements are taken, design specs are made and overall blueprint is made for each account
Budgeting and providing economic/pricing consultation with accounts to maximize cost savings while driving revenue
Sole responsibility to oversee entire project from time of ordering of materials to the end of the project.
Design Consultant
Renewal by Anderson - DreamStyle
San Diego, CA
01.2018 - 12.2019
Developed and maintained relationships with clients to increase sales revenue.
Analyzed customer needs and preferences to recommend appropriate products.
Provided detailed product information to customers, including features, prices, and availability.
Attended trade shows and conferences to promote products and services.
Maintained accurate records of all sales activities in the CRM system.
Organized special events such as seminars or workshops to promote products.
Participated in regular training sessions on new products, services, and industry trends.
Ensured customer satisfaction by providing follow-up support after purchases.
Advised customers on best practices when using company products or services.
Sales Manager
Countryside Insurance
Temecula, California
07.2010 - 11.2017
Achieved 60% growth and hit sales targets by successfully managing the sales team (7-10 representatives)
Providing coaching and sales support for all new-hires
50% growth of customer base by implementation of specific acquisition strategies for new clients
Individualized coaching and creating performance monitoring metrics for entire sales team
Powerful relationship management to creating strong, long-lasting customer relationships grounded on client's needs
Provided individualized business planning for each sales representatives in order to maximize sales, revenue, while managing expenses
Built a culture and foundation of high execution which placed team in a trajectory to increase revenues by 20% in 2013
80% client referral base and repeat client business transactions/agreements/contracts
Computation of all premiums, refunds, commissions, adjustments and new reserve requirements using industry rate requirements.
Senior Sales Associate
TD Ameritrade
Irvine, California
03.2010 - 07.2010
Enhanced sales staff accomplishments and competence by planning delivery of solutions, answering technical, procedural questions
Served as direct mentor to new-hires within division to establish foundation of understanding and product knowledge
Provided senior leadership team with activity reports, customer contact reports, weekly work plans and territory analysis
Resolved customer complaints by investigating problems, developing solutions and presenting to senior leadership team
Partnered with strategic business partners (attorneys, CPAs, trust officers, investment bankers) to produce comprehensive investment plans for clients.
VP Sales/Senior Financial Advisor
Charles Schwab
Irvine, California
06.1999 - 03.2010
Managed nearly 350 million a year in AUM-assets under management
Planned and supervised preparation of the capital investment budget, 5-yr strategic plan, annual operating budget and quarterly forecasts
Invested heavily in client understanding by 1:1 meeting to uncover specific goals and needs based on: income, expenses, insurance coverage, tax implications, financial objectives, risk tolerance and other financial plan information
Conducted daily/weekly customized 401k enrollment presentation workshops with employees of major corporations
Served as direct mentor to new-hires within division to establish foundation of understanding and product knowledge
Provided senior leadership team with activity reports, customer contact reports, weekly work plans and territory analysis.
Education
Work towards engineering degree -
New York Maritime College
01.1985
Schwab - VP Sales Training
Schwab - Management Training
Schwab - Bank Policies and Procedures Training
Skills
Relationship Building
Solution Selling
Relationship Selling
Business Development And Planning
Inside And Outside Sales
Sales Strategies
Sales Expertise
Client Relationship Management
Client Satisfaction
Workflow
Presentation Skills
Product Positioning
Technology Integration
Accomplishments
Recognized as a having the highest closing ratio consistently through out the country in 2023.