William Glaser-Atkins
SPRINGBORO,OH
Summary
Reliable, upbeat, and successful at promoting customer loyalty, satisfaction and purchases with consultative techniques. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Skilled in automotive sales and financing with 10 years in the car business with 5 years of management experience. Managed Kia, Nissan, Honda dealerships. Experience in special finance as well.
Almost two years experience in mortgage industry which gave me excellent skills in dealing with credit.
Financial advising experience to relate to those high net worth individuals and financial growth/planning.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
10.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Presented financial plans and investment recommendations to clients.
- Helped clients meet risk management needs and stratagies.
Automotive Finance & Sales Manager (GSM)
Matt Castrucci Auto Mall Of Dayton
04.2018 - 09.2022
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Recruited and hired top-level talent to add value and expertise to sales department.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Automotive Finance Manager
Kings Chrysler Jeep Dodge
04.2017 - 04.2018
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Explained very technical financial information to applicants in easy to understand language.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Automotive Sales Consultant
Matt Castrucci Mazda
09.2016 - 03.2017
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Answered telephone and email inquiries from potential customers.
- Prepared purchased vehicles and completed final delivery checks.
- Responded to customer enquiries via telephone and email.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Met customers on lot and in showroom to discuss available vehicles and options.
Licensed Mortgage Loan Originator
Franklin Mortgage Solutions
07.2015 - 09.2016
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Explained different types of loans pertaining to client situations.
Used Car Sales Consultant
Hidy Honda/Ford
01.2011 - 06.2015
- Listened to customer needs and desires to identify and recommend optimal products.
- Furnished dealership with accurate floor traffic control data and weekly reports on sales activities.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
Education
High School Diploma -
Springboro High School
Springboro, OH06.2010
Skills
- Client Relations
- Financial Services
- Loans
- Sales Expertise
- Insurance Sales
- Relationship Building and Management
- Financial Advising
- Process Improvement
Timeline
Financial Advisor
Northwestern Mutual
10.2022 - Current
Automotive Finance & Sales Manager (GSM)
Matt Castrucci Auto Mall Of Dayton
04.2018 - 09.2022
Automotive Finance Manager
Kings Chrysler Jeep Dodge
04.2017 - 04.2018
Automotive Sales Consultant
Matt Castrucci Mazda
09.2016 - 03.2017
Licensed Mortgage Loan Originator
Franklin Mortgage Solutions
07.2015 - 09.2016
Used Car Sales Consultant
Hidy Honda/Ford
01.2011 - 06.2015
High School Diploma -
Springboro High School
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