LiveCareer-Resume

business development manager resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Results-focused senior Professional with over 10 years of financial advisory and consultancy experience assisting clients with their goals. Developing and delivering a compelling and differentiated value proposition inline with firms vision and culture. Process driven with focus on building genuine, long-term relationships with clients. Dynamic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with a successful team.

Skills
  • Client relations and development
  • Process improvement and implementation
  • Marketing
  • Team building and Collaboration
  • Mentoring
  • Networking
  • Problem Solving
  • Needs assessment and fact finding
  • Communication
  • Proficient in eMoney, Wealthescape, CRM, Forecaster 2.0, SalesForce, ClientLink, Excel, PowerPoint, MS Word. Adobe.
Experience
Sales Executive, 04/2023 - Current
Monster Beverage 1990 Corporation Nanuet, NY,
  • Conducted one-on-one sales presentations and resort property tours to interested parties.
  • Answered owner questions regarding use of properties and location amenities.
  • Supported owner requests with pricing, property descriptions, room locations and portfolio information.
  • Handled price objections and used proper closing techniques to generate sales.
  • Monitored contract processing to minimize rescission decisions.
  • Discussed timeshare ownership program with guests to prospect new clientele.
  • Employed potential client interests and goals to tailor ownership benefits outlining vacation savings and revenue opportunities to close deals.
  • Negotiated and closed deals with minimal oversight.
  • Communicated effectively with clientele to maintain customer satisfaction and loyalty.
  • Made recommendations to customers to promote brand effectiveness and product benefits.
Business Development Manager, 12/2021 - 04/2022
M Financial Group Wynnewood, PA,
  • Leading ongoing account management activities aimed at developing business and supporting strategic sales activities for target companies, including: managing account plans.
  • Generated leads and capitalized on valuable business opportunities to establish new client accounts.
  • Managing accounts assigned to prospect, identify and cultivate relationships with Private Equity, Venture Capital and Investment Banking clients.
  • Communicated with internal teams to develop effective business strategies.
  • Maintained meticulous client notes and monitored key performance indicators (KPI's).
  • Facilitated and managed business development plan based on clients industry focus and growth objectives.
  • Recommended product changes to enhance customer interest and maximize sales.
  • Collaborated internally with consultants and analysts to identify growth opportunities for clients.
  • Generated proposals and implemented strategies using negotiation and sales closing abilities.
  • Ongoing relationship management and value add discussions.
Financial Professional, 07/2015 - 04/2021
First Citizens Bank Boulder, CO,
  • Interviewed clients utilizing a structured process to establish type of engagement opportunity best suited for clients needs and goals.
  • Creating and establishing new accounts and documenting strategy for suitability and compliance review in ClientLink.
  • Counseled clients on financial matters and provided customized solutions to meet their financial objective.
  • Tailored approach to investments, insurance products and services that solve for clients short term and long term goals
  • Kept abreast of financial impact of clients' life changes by doing quarterly reviews on existing book of business to update ClientLink and explore new opportunities.
  • Promoted business to increase productivity and awareness by joining local business networking groups and organizations.
  • Performed comprehensive needs analysis, projections and risk tolerance assessments using eMoney and Forecaster applications.
  • Experienced in assessing employer sponsored retirement plans. 401k, 403b, 457, TSP.
  • Creating and implementing Roth conversion strategies for clients.
  • Experienced in assisting Group Life clients from initial plan discussions and plan design.
  • Pursued continued professional development through workshops, course and webinars.
  • Provided leadership and training for junior advisors regarding industry best practices and company policies. Including Initial client meeting process for and relationship building.
  • Leveraged planning, collaboration and a consultative approach to clients financial goals.
Mortgage Banker, 05/2013 - 07/2015
Habitat For Humanity Casselberry, FL,
  • Assessed financial means and desires of each client in order to recommend suitable mortgage programs.
  • Educated customers on variety of loan programs like FHA, VA, Conventional, High Balance and Jumbo.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Strived for exceptional service and attention to clients when face-to-face or through phone conversations.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Worked closely with underwriters and processors as a team to help achieve timely loan approvals and closings.
  • Recognized by management for providing exceptional customer service. Received excellence in customer service award two years in a row 2013 and 2014.
  • Worked closely with assigned bank branches to service existing clients mortgage needs. Discuss referral opportunities with personal bankers.
  • Collaborated with team members to formulate marketing activities, community outreach and volunteering.
  • Performed daily followup of loan applicant inquiries.
  • Built successfully referral partnerships with accountants and realtors.
Mortgage Loan Specialist, 02/2010 - 04/2013
Company Name City, State,
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Collaborated with first time home buyer workshops to educate and inform new buyers.
  • Determined appropriate rate locks, issuance of disclosures.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Submitted applications for processing and underwriting.
Education and Training
High School Diploma: , Expected in
-
Howard High School - Ellicott City, MD,
GPA:
Status -

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Resume Overview

School Attended

  • Howard High School

Job Titles Held:

  • Sales Executive
  • Business Development Manager
  • Financial Professional
  • Mortgage Banker
  • Mortgage Loan Specialist

Degrees

  • High School Diploma

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