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SALES
/ MARKETING CANDIDATE with record of success in relationship
building, new business development, account management, and
B2B networking. Solid skills in consultative sales, solution
selling, prospecting / cold calling, and customer relations.
- Results
Driven
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Competitive, goal-driven professional with proven ability
to identify and capitalize on marketing opportunities, develop
effective sales / marketing plans, exceed sales goals, and
provide superior customer service.
- Persuasive
Communicator – Well-developed
interpersonal, communication, presentation, and negotiation
skills. Skilled in building rapport and cultivating relationships
with top-level decision-makers and business owners.
- Computer
Savvy – Advanced knowledge of MS Office (Word,
Excel, Outlook, PowerPoint); various contact management applications;
and salesforce.com.
Associate
/ Private Client Group
(2006-Present)
California-based Multi-National Investment and Stock Brokerage
Firm
Maintain, develop, and manage a client base of 670 high net-worth
clients. Consult with clients on portfolio management and maintain
critical relationships with nonprofit directors, high net-worth
donors, affluent business owners, and investors. Function as
liaison between clients, and CPAs, attorneys, and other professionals.
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Played an active role in marketing and sales planning.
- Drove
sales and revenue growth by developing sales reporting system
to track quarterly activity.
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Developed marketing programs that increased production revenue
from $.8 million to $1.3 million.
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Maximized customer retention by providing proactive customer
service.
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Increased gross production 31%.
Sales Associate / Sales & Marketing Department
(2003-2006)
Western Pacifica Financial Group, Alta Vista, California
Made sales presentations to small business owners and decision-makers.
Consulted with clients on financial goal setting and asset management.
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Prospected for new business and actively developed new accounts
through aggressive cold calling.
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Recommended specific products to meet customers' individual
needs.
- Created
branded marketing materials and generated sales tracking reports.
Sales
Assistant / Customer Service (1999-2003)
Bosworth, Associates Inc., Alta Vista, California
Bachelor of Science, Marketing (1999)
Mt. Hood
Community College, Gresham, Oregon
     
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