William Turner
Middlesex,NJ
Summary
Passionate and professional Financial Representative leads outreach efforts, strategic direction and day-to-day function management. Proven talent at building relationships and influencing others to gain support and commitment. Excellent presentation and communication skills and comfort working in fast-paced environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Representative
Primerica
Lebanon, NJ
11.2023 - Current
- Utilized CRM software to track customer interactions, sales, and progress towards targets.
- Built relationships, earning client trust through listening and recommending appropriate products to meet their financial needs.
- Developed proposals and quotes for clients based on their specific requirements.
Sales Manager
The Footlocker
Bridgewater, NJ
02.2018 - Current
- Managed daily operations of sales department, including supervision of staff members.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Enrollment Specialist
Aflac
Basking Ridge, NJ
09.2021 - 11.2023
- Handled new enrollments by entering customers' data and reviewing information.
- Listened to and understood customers' needs, explained and discussed options and outlined best-fit services.
- Explained coverage options to potential policyholders, answering questions or concerns.
Education
Some College (No Degree) - Business
Rutgers, The State University of New Jersey
New Brunswick, NJSkills
- Needs analysis
- Sales expertise
- Client Relationship Building
- Market intelligence
- Staff Training
- Performance Tracking
- Network development
- Performance Improvement
Certification
- SIE, Series 6 and Series 63
- Life and Health Insurance
References
References available upon request.
Timeline
Representative
Primerica
11.2023 - Current
Enrollment Specialist
Aflac
09.2021 - 11.2023
Sales Manager
The Footlocker
02.2018 - Current
Some College (No Degree) - Business
Rutgers, The State University of New Jersey
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