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Title Customer Service Financial Services
Target Location US-FL-Tampa
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Windsor Place Circle PHONE NUMBER AVAILABLE - CellTampa, Florida Street Address  EMAIL AVAILABLEExperienced professional seeking a challenging Sales/Customer Service role requiring a high level of professionalism, work ethic, and maturity. Experienced in Medical Device Sales/Service contract negotiations, Financial Services, Construction sales, and Health & Wellness. Previous experience in both B2B and B2C roles, inside/outside sales.Core CompetenciesExcellent sales/Customer Service Skills Sharp Written and verbal communicationAccount Management Proven Contract Negotiation SkillsBusiness Development Skills Financial Services Sales & TradingMedical Device Sales Health & Wellness educated, Anatomy backgroundConstruction Materials Sales Experience with corporate setting and remote workFamiliarity with CRMs/Salesforce, HubSpot Excellent phone, and e-mail skillsintermediate Microsoft office skills Strong interpersonal skillsWork History:Regener-Eyes 1/2024-PresentInside Sales RepSet appointments with Ophthalmologists and Optometrists to introduce and educate on our dry eye treatment, and convert to accounts recommending our prescription eye drops to their patients. Manage and maintain existing relationships while developing new accounts.American Income Life 7/2023 - 1/2024Life, Health, and Fixed Annuity 215 LicenseLicensed benefits manager, Qualify families for Life Insurance through individual needs assessment. Writing new customer policies and managing existing customers needsHired and trained incoming agents to grow the team.Lowes Home Improvement Tampa, Florida 3/2023 to 5/2023Pro Sales SpecialistBuilt relationships with contractors, transitioning them to LOWES PRO serviceaccounts for the purpose of servicing all future product orders and deliveries through the PRO sales Department.I resigned due to a language barrier.Home Performance Alliance Tampa, Florida 1/2023 to 3/2023Outside Sales Territory ManagementFacilitate sales of custom bath systems. Met with scheduled appointments, provided PowerPoint sales presentations, offered a solution-based needs assessment, prepared final project estimates and closed sales with financing options. I resigned due to lack of appointments.Independent Equity Trader 5/2021  12/2022Traded stocks and options for personal portfolio.ULTRASOUND SOLUTIONS CORP Ronkonkoma, NY 2/2018 to 4/2021Ultrasound Sales and ServiceSold new and refurbished Ultrasound equipment calling on 100+ private practices and institutional clients daily. Consulted and negotiated service contracts with hospitals and health systems  exceeded company goals with a 75% close rate on service contract solicitations.Lifetime Fitness Montvale, NJ 12/2015 to 1/2018Certified Strength and conditioning specialist / licensed Manual Therapist.Introduced specialty service to club offerings: (Fascial Stretch Therapy). Consulted clients on exercise,movement patterns and nutrition. Provided detailed plans to improve fitness levels.Performed initial consultations to identify the reason for soft tissue trauma and initiated the treatment program. Maintained a consistent client base of 50+ clients in a 24-month time span with an 80% retention rate.Developed relationships with fitness instructors, sales closers, and the spa group for client referrals..Proprietary Trader New York, NY 11/1992 to 12/2014T3 Trading, LLC (Traded Remotely)Schoenfeld Securities (Traded Remotely)Merrill Lynch Licensed Financial ConsultantMerrill Lynch Retail Training ProgramSecurities Licenses Acquired (expired)Series 7, General Securities Representative (Stockbroker); Series 63, Uniform Securities Agent.Series 55, Equity Trader; Series 24, General Securities Principal; Series 4, Registered Options PrincipalSeries 56, Proprietary TradingEducationBachelor of Arts: Sociology Major, Accounting MinorWilliam Paterson University of New Jersey, Wayne, NJCortiva Institute of Massage TherapyStretch To Win InstituteCertifications/LicensesCertified Personal Trainer, (NSCA) CSCS (NSCA)First Aid/CPR/AED (Red Cross)Licensed Orthopedic Massage TherapistCertified Fascial Stretch Specialist Level III Medical

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