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Click here or scroll down to respond to this candidateCandidate's Name
Street Address S.W. 164thStreet PHONE NUMBER AVAILABLEMiami, Fl. Street Address EMAIL AVAILABLEPROFESSIONAL SKILLS/KNOWLEDGE30 years of management and team building skills. This includes sales, customer service, hiring and training, finance and benefits. Highly motivated, results oriented leader with experience in operations, account penetration, organizational development, and project management, both in for profit and non-profit organizations. Client relationship management Human resources Benefits Goal orienting Training & coaching Financial services Negotiations Public speaking Project management Group presentations Team building Compliance Intangible sales Dream selling Entrepreneur Fundraising Logistics SalesSales & ManagementHired, trained and supervised staff of 10+.Coordinated licensing and professional training.Exceeded sales goals consistently.Oversaw operations in 7 locations.Served as Board President for a non-profit.Built relationships with C-level executives, or their designates, in order to educate them on the benefits to the bottom line of a freight post payment audit.Guided clients through the entire sales process and provide client services after client acquisition. Hired, trained and mentored new financial representatives. Prospected and acquired clients through an extensive referral system. Awarded recognition as a Top 50 financial representative out of 10,000 advisors. Prospected for business clients through cold calling and cold-walking processes and educate clients about their telecom options. Awarded top 10 representative consistently. Financial ServicesEstablished policies and procedures to recruit new financial representatives. Improved client retention and referrals by 15%.Designed materials and planned for client acquisition. Acquired multiple Center of Influence relationships. Developed skills to serve the special needs market. Demonstrated expertise with small business and professional clientele. Educated business owners regarding income protection and retirement solutions. Prospected, using a variety of marketing styles. Guided prospects through the financial asset transfer process, into the portfolio reallocation phase, and finally through the quarterly and annual review process to assure clients they are on the right path.Customer ServiceEducated clients on their available options.Guided clients through the decision making process. Aided clients in implementing their chosen solution. Modified plans with clients in accordance with changes in the economy or business. EMPLOYMENT HISTORYSales Representative, Alorica 2022-PresentVP, Client Experience, WeCanMoveYou, LLC 2022-2022 VP, Sales & Business Development, COWs USA, Miami FL 2019-2022 Director, Client Services, condo.com, Miami, FL 2012-2019 VP Sales/Business Development, Freight Revenue Recovery, Miami, FL 2011-2012 Personal Financial Representative, Miami, Fl. 2008-2011 Principal, AP Financial, Doral, Fl 2005-2008Financial Advisor, UBS Financial Services, Miami, Fl 2002-2005 Sales Representative, Salience, Miami, Fl 2000-2002 Sales Manager, Central Lock & Hardware, Miami, Fl 1995-2000 General Manager, IBA, Miami, Fl 1984-1994EDUCATIONMBA Barry University, Miami Shores, Fl. May 1990BPS Barry University, Miami Shores, Fl., Summa Cum Laude May 1988 |
