Summary
Overview
Work History
Education
Skills
Timeline
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Willie Fields

Durham

Summary

Exceptional communication and negotiation skills demonstrated through successful relationship-building with clients, vendors, and internal teams. Customer-centric approach and commitment to service excellence have established a reputation as a trusted advisor and partner. Proven ability to deliver results that enhance client satisfaction and commitment.

Overview

3
3
years of professional experience

Work History

Project Manager

Freedom Forever
06.2023 - Current
  • Managed the full lifecycle of solar projects, from initial design to successful installation.
  • Acted as the main point of contact for clients, ensuring customer satisfaction through timely and accurate communication.
  • Built relationships with prospects to create qualified leads and improve customer engagement.
  • Responsible for setting appointments with potential clients to discuss products.

Business Development Representative

Logical Position
08.2024 - 03.2025
  • Increased client base by identifying potential customers and initiating strategic outreach.
  • Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Expanded business through effective network development, identifying new, and prospective clients.
  • Implemented CRM systems to streamline sales processes, enhancing team efficiency and productivity.
  • Collaborated closely with marketing teams to develop targeted campaigns for lead generation.

Principal Broker

Symmetry Financial Group
09.2023 - 09.2024
  • Enhanced client engagement by developing targeted marketing strategies for various campaigns.
  • Increased sales leads by implementing targeted outreach strategies and personalized followups.
  • Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
  • Streamlined lead management process by utilizing CRM software to track interactions and maintain organized customer information.
  • Established rapport with potential customers through cold calling and presenting product offerings tailored to their needs.

Businesses Development Representative

Nutanix
Durham
10.2023 - 03.2024
  • Enhanced client engagement by developing targeted marketing strategies for various campaigns.
  • Increased sales leads by implementing targeted outreach strategies and personalized followups.
  • Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
  • Streamlined lead management process by utilizing CRM software to track interactions and maintain organized customer information.
  • Collaborated with marketing team to develop compelling sales collateral that resonated with target audiences and sparked interest in services.

Life Insurance Broker

North American Senior Benefits
02.2022 - 03.2023
  • Meeting with potential clients to discuss their insurance needs.
  • Researching all the available policy options for the client.
  • Negotiating with underwriters to get the best policy at the best price.
  • Presenting policy details to the client and signing the policy agreement.
  • Updating existing policies.
  • Maintaining client relationships.
  • Enhanced customer satisfaction with prompt issue resolution through effective CRM management.
  • Established rapport with potential customers through cold calling and presenting product offerings tailored to their needs.
  • Managed a large client base, consistently exceeding sales targets and contributing to overall team success.

Education

Bachelor Of Science - Data Analytics & AI

Capella University
Remote
05-2026

HS Diploma & Associates In Art -

Granville Early College High School
Creedmoor, NC
01.2019

Bachelor of Science - Communications

East Carolina University
Greenville, NC

Skills

  • Client relationship building
  • Outbound Prospecting (Cold calling, Door-To-Door, Social Media, etc)
  • Client Needs Assessment
  • Effective communication
  • Microsoft Office Products
  • CRMs (Salesforce, HubSpot, etc)
  • Outreach
  • ZoomInfo
  • Self-motivated
  • Competitive
  • Goal oriented

Timeline

Business Development Representative

Logical Position
08.2024 - 03.2025

Businesses Development Representative

Nutanix
10.2023 - 03.2024

Principal Broker

Symmetry Financial Group
09.2023 - 09.2024

Project Manager

Freedom Forever
06.2023 - Current

Life Insurance Broker

North American Senior Benefits
02.2022 - 03.2023

Bachelor Of Science - Data Analytics & AI

Capella University

HS Diploma & Associates In Art -

Granville Early College High School

Bachelor of Science - Communications

East Carolina University

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Willie Fields