Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Experienced and Talented Sales Professional with excellent lead generation and more than 13 years of Sales experience. Highly effective and knowledgeable in techniques used to close sales opportunities. Experienced in working with High Net Worth Clients within the Financial Industry for 8 years

  • Consultative sales techniques
  • Sales strategy
  • Client relationship building
  • Meeting sales goals
  • Efficient sales transactions
  • Sales forecasting
  • Sales pitching
  • Customer Relations
  • Lead prospecting
  • Strategic Planning
  • Account development
  • Network development
  • Upselling strategies
  • Consultative techniques
  • Pre-Owned Vehicles
  • Financing Options
  • Competitive
  • Negotiations strength
  • Persuasive communication style
  • Entrepreneurial
  • Relationship building
  • Teamwork
Work History
Sales Account Executive, 10/2017 to Current
AdpNottingham, MD,
  • Provided exceptional customer service to foster client loyalty and satisfaction.
  • Implemented new marketing initiatives to drive sales and improve overall performance.
  • Identified sales growth opportunities by networking and building relationships with potential advertisers.
  • Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
  • Mastered and constantly improved in sales techniques, including prospecting, proposal, exceptions, closing, follow-up and upsell.
  • Researched potential customer markets thoroughly before beginning personal contacts.
  • Developed and implemented database sales tracking, enabling improved understanding of product profitability and inventory needs.
  • Managed sales cycle from first contact to established customer sale and maintained solid customer base, monitoring changes to customer account profiles.
  • Maximized business potential by providing excellent customer service and ensuring 98% client retention.
Stock Broker, 09/2012 to 10/2017
EvolyticsKansas City, MO,
  • Completed over 400 cold calls per day to bring in new customers, maintaining 30% conversion rate.
  • Increased profitability and pipeline development by leveraging diverse marketing channels and sales strategies.
  • Increased sales by execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Drove new business development through qualifying leads, building relationships and executing strategic sales.
  • Strengthened customer relationships with proactive and collaborative approach to managing needs.
  • Marketed and sold solutions and services to stakeholders across multiple levels of organization.
  • Worked with high net worth clients ($200k+ annual income; $5 Million+ in equities) to understand needs and provide investment service.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Provided clients with price quotes on securities and financial information on corporations issuing select securities.
  • Identified potential investment opportunities for clients by reviewing stock and bond reports.
  • Devised cutting edge client solutions using latest data science and web-based technologies.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Read financial publications to remain informed about trends affecting market conditions.
  • Managed trades using quantitative and technological techniques.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Discussed financial options with clients and provided informed suggestions.
Sales Manager, 07/2015 to 01/2017
SequoiaAliso Viejo, CA,
  • Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Improved sales processes to streamline customer acquisition and onboarding strategies.
  • Exceeded regional annual sales target by 100%.
  • Held weekly meetings with Sales Reps to identify techniques to overcome sales obstacles.
  • Identified opportunities for growth within Regional territory and collaborated with sales teams to reach sales goal.
  • Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
  • Accomplished sales goals and boosted revenue through product knowledge and customer relationship management.
  • Motivated team members to meet and exceed objectives by setting goals, tracking performance on daily basis and implementing improvement strategies.
  • Drove business success by maintaining and applying current knowledge of sales, promotions and policies regarding payments, exchanges and security practices.
  • Increased profits through providing excellent customer service, following established guidelines and auditing sales reports.
Sales and Leasing Consultant, 05/2008 to 09/2012
Hudson NissanCity, STATE,
  • Performed cold-calling and follow-ups with leads to secure new revenue.
  • Set up appointments with potential and current customers to promote new products and services.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
  • Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
  • Managed all sales plan activities
  • Developed new business by networking with prospects and valuable customers
  • Branded products through effective salesmanship and maintained long-term relationships with clients.
  • Developed and utilized Daily reports to assist leadership with key decisions and outperformance of operational targets.
Associate of Science: Chemistry, Expected in
Bergen Community College - Paramus, NJ

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School Attended

  • Bergen Community College

Job Titles Held:

  • Sales Account Executive
  • Stock Broker
  • Sales Manager
  • Sales and Leasing Consultant


  • Associate of Science

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