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Senior Account Executive Resume Example

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SENIOR ACCOUNT EXECUTIVE
Summary
To aggressively prospect, maximize sales, and provide exemplary customer service. Quota-surpassing sales representative with a history of exceeding employer expectations across diverse industries. Enjoy talking to people and establishing a long-term, loyal customer base. Persuasive communicator; use consultative selling skills to identify opportunities, overcome objections, and build relationships. Tenacious negotiator and closer; adept in conveying the benefits of products/services and generating customer interest. Quickly learn, master and sell new product offerings. SALES SKILLS Account Acquisition & Retention Powerful Presentations Cold Calling & Telephone Sales Business-to-Business & Business-to-Consumer Sales Territory Management & Customer Support Lead Qualification & Generation
Experience
Senior Account Executive, 05/2009 － CurrentAmerican Electronic Resource － Costa Mesa, CA
  • Build sales by prospecting for new clients and generate future income by nurturing existing customer relationships.
  • Plan, develop and execute strategies in order to meet established quota.
Financial Advisor, 02/2006 － 10/2009Wachovia Securities, LLC － Riverside, CA
  • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.
  • Sold financial products such as stocks, bonds, mutual funds, and insurance products.
  • Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.
  • Achievements: Increased book of business from 2.5 million to 34 million over 3 years.
  • Generated over 400k in gross revenue in years 2006, 2007, 2008 and 2009.
Insurance Broker, Tax Preparer & Full Charge Bookkeeper, 10/2002 － 05/2013Lopez Insurance & Tax － Corona, CA
  • Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support.
  • Represent a full line of insurance and financial products, serving as a trusted advisor to self-employed and individuals.
  • Provide Full Charge bookkeeping and Accounting services.
  • P&L management.
  • Achievements: Drove a 23% increase in annual revenue in FY2010, 2011, and 2012.
  • Consistently met and frequently exceeded the financial objectives of represented clients.
Financial Advisor, 06/2002 － 02/2006WM FINANCIAL SERVICES, INC － CA
  • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Recommended strategies clients could use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Implemented financial planning recommendations or referred clients to someone who could assist them with plan implementation.
  • Sold financial products such as stocks, bonds, mutual funds, and insurance products.
  • Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.
  • Achievements: Increased book of business from 36 million to 76 million over 4 years.
  • Generated over 400k in gross revenue in years 2002, 2003, 2004 and 2005.
Education
08/2002CAL POLY POMONA － Pomona, CABachelor of ScienceBusiness FinanceBusiness Finance
Certifications
Sandler Sales Training ­ Sales and Sales Management Certifications in-progress: CompTIA A+ and MTA Database Admin. HOBBIES Running, Biking and Information Technology.
Skills
A+, Accounting, bonds, bookkeeping, book, cash management, client, clients, Database, financial, financial planning, funds, Information Technology, insurance, market trends, progress, recruiting, Sales, Sales Management, sales plan, Sales Training, tax
Additional Information
  • Designations: NASD Series 7 and 66; NASD Investment Advisor Rep; Life and Health; California Long-Term Care (LTC) and Property & Casualty (P&C) licenses
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Resume Overview

Companies Worked For:

  • American Electronic Resource
  • Wachovia Securities, LLC
  • Lopez Insurance & Tax
  • WM FINANCIAL SERVICES, INC

School Attended

  • CAL POLY POMONA

Job Titles Held:

  • Senior Account Executive
  • Financial Advisor
  • Insurance Broker, Tax Preparer & Full Charge Bookkeeper

Degrees

  • Bachelor of Science Business Finance

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