Middletown, New Jersey, United States
Seasoned, results-driven professional in sales, operations with a particular focus on HVAC sales and systems. Previously a management professional, sales has become a passion and a career. Core Competencies: HVAC Sales | HVAC Process, Design, Equipment | Customer Focused | Closing Techniques | Negotiation |In-home Sales | Communication | Troubleshooting | Top Manufacturers | Geothermal systems | Best fit solutions| Time Management| Relationships| Dependable Licenses: Series 7 & 63, Series 24 and 55 Operations | Management | Regulatory Compliance | Employee Relations and Retention | Customer Service | Equities and Trading Operations | Portfolio Management | Talent Acquisition | People Management
In-home sales to the New Jersey customer base, 30% success rate of qualified leads - first year in the business! Meet or exceed monthly campaigns Meet with homeowners and provide on-site needs assessments, temperature evaluations, estimates based on homeowner wants and needs Document job estimates, with photographs, via web based software for customer management and clarity Process customer estimates, pricing with options, detailed line items, and discounts via dynamic Software App Make and receive customer calls directly, any time, to ensure customer questions are addressed and final contracts are provided Follow-up on all pre-set qualified leads and document activity and result Possess a comprehensive knowledge of heating and cooling brands, manufacturers, solution options and price structures for flexible quoting and recommendations Partner with technicians and installers to ensure right fit solution and customer satisfaction Maintain customer relationship through the sales process through installation to build loyalty and a great customer experience Outline customer action plans to manage change through the process of new systems installation, assist in troubleshooting and ensuring customer is informed and confident through change
Preside over hiring, training and coaching of staff while addressing customer relations and satisfaction of the New Jersey Office of ~8 Traders Leader operations, portfolio managers and customers managing trade execution and reporting Identify market trends, direct route access and liquidity on ECons and Dark Pools Maintain relationships with prime brokers, portfolio managers and fund admins to reconcile trade flow activity and order management Accountable for customer satisfaction and confidence
Senior Broker-Dealer | Trader Jan 2005–Apr 2012 Promoted in year 2 from Trader to Senior Broker-Dealer. Directed more than $100M new orders from money managers, while expediting broker orders, tracking portfolio, and reporting market trends Provided keen supervision and training to new associates regarding desktop systems, tools, and regulatory standards