Baton Rouge, Louisiana, United States
➥ I am a forward-thinking, innovative, solutions-focused professional with the proven ability to utilize financial services experience and genuine people management skills to execute various sales and business development tasks, lead individuals and teams, and manage client portfolios. ➥ I’ve developed and sustained a reputation as a process-oriented thinker, elevating operations to achieve business goals and taking the initiative to understand systems and complex processes while remaining committed to removing barriers to success. ➥ As a natural leader with high business acumen, I skillfully present complex ideas in a simplified manner and communicate effectively and with transparency, showcasing an innate ability to present to executives and establish trust and credibility. ☛ Key Skills ☚ ✦ Business Development ✦ Client Relations ✦ Lead Generation ✦ Sales Strategies ✦ Process Improvement ✦ Client Prospecting ✦ Relationship Building ✦ Financial Acumen ✦ Teamwork ✦ Customer Management ✦ Presentation Skills
In this role, I report directly to the Sales Manager. Here, I’ve established and maintained fruitful client relationships to ensure company success and client satisfaction. I connect clients with resources to determine insurance coverage, following up with clients in the event of storms in South Louisiana. ➥ Achieved and maintained a 100% success rate of meeting the weekly contract quota. One of only two staff to achieve this feat, following high-quality leads to attain success. ➥ Maintains a weekly pipeline of at least three new client contracts by door-knocking, exemplifying an innate motivation to gain new clientele. ➥ Employs exceptional communication skills to keep customers informed throughout the entire process, resolving all issues with a sense of urgency.
Here, I focused on efficiently meeting client needs as well as managing customer service issues for new and valued clients alike. ➥ Delivered exceptional customer relationship management, ensuring positive interactions while proactively managing and addressing issues and challenges to lead to resolution. ➥ Ensured replenished inventory to promote products and increase sales.
I onboarded clients as a result of my ability to build trust and credibility in a short time, imparting genuine relatability in the interview process to prove connection-building skills. I proactively led a team of five members in new business of clients with assets ranging from $50k to $500k. Additionally, I prepared and presented personal financial plans for clients, skillfully guiding clients toward profitable and secure financial decisions through persuasion and product knowledge. ➥ Converted 80% of prospects to clients, employing humor and down-to-earth communication to facilitate ease and comfortability. ➥ Showcased exceptional multitasking abilities and high-level organizational skills to maintain 15 to 20 weekly client meetings while maintaining meticulous case notes and preparing trade worksheets. ➥ Determined customer needs by carefully reviewing current expenses and income, tax status, and short- and long-term financial objectives.
I was promoted from top-producing Financial Services Intern (2018 to 2020) to Financial Advisor, utilizing my personal network to connect and communicate with potential clients and maintain a strong pipeline of incoming leads to acquire ten referrals per week. I provided strategic advice across financial products and services to meet debt management, insurance coverage, and investment needs and presented executive benefit solutions to C-Suite Executives. ➥ Top 100 in production with 20 policies in the southern region during a six-month period. ➥ Developed key relationships with attorneys and accountants, working closely to fully explore circumstances and goals.