Financial Consultant Resume Example Strategic Financial Group LLC

FINANCIAL CONSULTANT

Professional Summary

Goal-driven, award-winning sales professional with repeated success generating company-leading revenues on a nationwide scale. Accomplished a record of multimillion-dollar revenue generation, #1 sales distinction and quota-surpassing results in selling complex financial and commercial-lending products.

Skills

Account Acquisition & Management
Strategic Sales & Business Planning
Consultative B2B & B2C Sales
Business development and planning
Business networking
Cold Calling & Prospecting

Pipeline Management
Presentations & Proposals
CRM Technologies-Salesforce
Team building and development
Market research

Work History

Assistant Sales Manager, 03/2015 to Current
Strategic Financial Group LLC – NY , NY

Exceeding all quotas, achieving up to 115% of monthly quota and closing as much as $1.5M in sales every month for 2 years to date.
Provide consumer and business lines of credit,merchant credit card processing,debt consolidation,credit card modification
Increased profits 15% by delivering investment management and financial planning services to customers to aid long-term goals.
Completed over 1000 cold calls per week to bring in new customers, maintaining 20% conversion rate.
Adhered to company policies and scripts to consistently achieve high call volume-time and quality standards.
Trained new associates in successful sales and performance strategies.
Coordinated office operations and kept the employees in compliance with company standards.

Account Manager, 05/2009 to 02/2015
Orca Smart – Ny, NY

Managed full sales lifecycle for online E commerce accounts supplying plastic and glass containers for the medical and food and beverage industry
Prospected leads, scheduled meetings and converted targets into customers at 15% rate
Acquired more than $2 Mil in new customer accounts 2 consecutive years to date
Sustained continuous improvement by implementing customer interface management systems through telephone communication, email marketing, live chat services and social media.
Drop ship products from third party and preferred vendors to fulfill and maintain purchase orders for all accounts, prepare BOL and all logistics
Processed and entered all customer orders into database and provided proactive customer service and sales for all accounts
Responsible for all shipping, receiving and inventory operations

Fitness Manager, 04/2003 to 04/2009
XSport Fitness – Garden City, NY

Implemented marketing strategies which resulted in 10% growth of new customer base
Recruited average of 20 new participants each month over 4 year term
Cultivated positive relationships with participants by interacting with them during group fitness classes
Consistently exceeded monthly and annual quota's by 10% for over 4 years making NY location number one out of 26 locations
Managed fitness centers, recreation facilities, and aquatic programs to ensure safety and program efficiency
Increased revenue by managing past-due accounts and serving more members through improved scheduling practices
Provided individual health coaching to help clients optimize personal choices.

Education

Outlook, Excel, 02/2015
Microsoft Certification - Hicksville, NY

Bachelor of Arts: Business ManagementDowling College - Oakdale, NY

Resume Overview

Companies Worked For:

Strategic Financial Group LLC
Orca Smart
XSport Fitness

School Attended

Microsoft Certification
Dowling College

Job Titles Held:

Assistant Sales Manager
Account Manager
Fitness Manager

Degrees

Outlook, Excel , 02/2015
Bachelor of Arts : Business Management

Financial Consultant Resume Example

Resume Score: 80%

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