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.