Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ashley Ward

Chicago

Summary

Results-driven Senior Business Development Representative with proven skills in CRM software, cold calling, and relationship building. Established strategic partnerships, creating significant sales opportunities in the financial services industry.

Overview

7
7
years of professional experience

Work History

Senior Business Development Representative

YCharts
Chicago, IL
05.2024 - Current
  • Collaborated with team to establish strategic partnerships with broker-dealers in designated territory.
  • Performed outbound calls and enrollments to financial advisors under broker dealers we partnered with to create sales opportunities.
  • Utilized CRM software to track sales activities, manage pipeline, and prospect quality leads.

Sales Agent

OneDigital
Chicago, IL
11.2023 - 05.2024
  • Guided call-in customers through health insurance options, clarified benefits, and facilitated plan sales.
  • Performed outbound calls and follow-up work to close sales.
  • Identified client needs and made suitable product and service recommendations to meet requirements.

Sales Intern

Portobello Road
Grand Rapids, MI
05.2023 - 10.2023
  • Shadowed sales professionals to gain insights into effective sales techniques.
  • Helped maintain current company relationships by providing follow-up e-mails and calls.
  • Participated in company sales meetings.

Bartender

Redwater Restaurant Group
Grand Rapids, MI
06.2019 - 08.2022
  • Contributed to a positive work environment by fostering effective teamwork.
  • Increased customer satisfaction by providing strong service.
  • Conducted weekly and monthly inventories to maintain appropriate levels and replenishment schedules.

Education

Bachelor of Science - Human Biology

Michigan State University
East Lansing, MI
05-2023

Skills

  • CRM software
  • Customer relationship management
  • Email campaigns
  • Teamwork and collaboration
  • Lead generation

Timeline

Senior Business Development Representative

YCharts
05.2024 - Current

Sales Agent

OneDigital
11.2023 - 05.2024

Sales Intern

Portobello Road
05.2023 - 10.2023

Bartender

Redwater Restaurant Group
06.2019 - 08.2022

Bachelor of Science - Human Biology

Michigan State University
Ashley Ward