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Yyyyyy x. yyyyyy
1080 Aspri Way | Xxxxxx, FL xxxxxx xxx-xxx-xxxx | abc@xyz.com
Confident, focused and reliable Financial Services Professional with a record of success in achieving business growth and tapping into previously-untouched markets that spans more than 20 years. Skilled in prospecting for and generating leads that lead to profitable results. Accomplished negotiator with an innate ability to leverage relationship building acumen to close sales in a manner that benefits all parties. Surpass corporate objectives in teams or independently. Adept at building and motivating loyal, driven teams that surpass company goals; also excel as an independent achiever. Possess desire for success, vital in maintaining and achieving corporate revenue goals. Talent for helping businesses of all sizes of with accepting forms of payments and launching app-based business solutions. Collaborate with partners seamlessly to work towards common objectives. Pursuing a professional sales role that will allow for ongoing leverage of experience in business consulting.
Core Competencies
Profit & Revenue Growth | Account Retention | New Business Development | Partnerships | Relationship Building
Account Management | B2B Sales | Marketing | Customer Service | Communication | Strategic Planning | Presentations
Negotiation | VPN | Salesforce | Microsoft Word, Excel | G4 Gateway | Business Track
Professional Experience
FIRST DATA SUN TRUST BANK ALLIANCE 2002-Present
Commercial Business Consultant
Serve in a remote capacity on a daily basis but often visit partners and clients spanning across a four-county region
- Devise merchant services sales and business development strategies for business bankers and 20 SunTrust branches
- Sign and maintain all merchant accounts, working with clients to carry out core business banking functions
- Develop and deliver monthly sales presentations to banks and clients; also lead field service calls for new and existing clients
- Help develop business solutions for clients and accept all forms of payment from them
- Garner up to $10M in signed sales each month; reliably deliver above 100% in accounts signed, sales volume and total revenue
- Consistently rank in top 20% amongst peers for sales and business development results; finished 2016 and 2017 in the top spot team-wide and ended 2017 with 125% goal attainment in a climate where no one else even achieved 100%
- Delivered 193% over total revenue quota in January and February 2014
SEACOST INVESTORS 2000-2002
Registered Investment Advisor/Financial Planner
- Effectively managed a sizable $50M portfolio consisting of 401(k), mutual funds, stocks, and life insurance policies
- Worked intensively with clients to assess their financial statuses, craft investment strategies and aid in implementing them
- Assessed client accounts to make plan adjustments or strategic reassessments, necessary to achieve and maintain financial security
- Tenaciously prospected for new clients; developed a solid network through word-of-mouth and mass mail marketing efforts
AXA ADVISORS 1999-2000
Account Executive
- Met individually with clients to note their financial concerns and aspirations, as well as asset the current state of their finances
- Delivered product recommendations and offered continued support per client needs
brian m. beauchamp, pa 1996-1999
Office Manager / Legal Assistant
- Supervised daily office functions including filing documents with the court
- Worked daily to meet with prospective clients; determined action plans together to best tend to their stated needs
DISCOVER CREDIT CARD/DAWNER 1985-1996
Account Executive
- Chosen by the company to market and sell the newly-conceived Discover Card in FL and the U.S. Virgin Islands
- Signed business accounts from the home office, unswervingly surpassing set goals at all times
- Used business savvy and track record of achievement to train new Service Representatives and administer expense accounts
- Honored with the Spirit of Discover Award due to history of achievement over the course of tenure in this role
Educational Credentials
Engaged in both college-level coursework and various seminars focused on sales and professional training
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