Sales and Management Professional eager to contribute significant customer service,

operations, and staff leadership expertise toward supporting a dynamic organization in optimizing performance and productivity.

 

 

         Excel in driving sales and business operations with proficiency in strategic planning, P&L (profit and loss) administration, customer relations, and formulating policies and procedures which increase productivity, service levels, and efficiency. 

         Continuously assess business operations to determine and optimize fiscal performance, sustainability, and competitive positioning; seasoned experience in retail sales, insurance, real estate, and financial sales environments.

         Significant staff training/development and management experience; hire, build, coach and inspire teams, heighten morale, and steer personnel to attain assigned targets.  

         Appreciated for strong communication skills, an excellent work ethic, and superior capabilities in vendor relations, contract negotiations, and market analysis.

         Adept at budgeting, new business development, and merchandising.

         Consistently ranked among 10% in sales nationally.

         Won seven Customer Service Star awards.

         Chosen as Sales Mentor for ability to motivate and develop new employees.

         Earned place in $100K Club on two occasions for generating highest sales.

 

 

Country Financial, 2008 to Present

Financial Representative

         Conduct comprehensive needs assessments for clients and prospects to determine long-term financial goals, prepare customized investment strategies, and provide consultative guidance with retirement planning, wealth management, and life and health insurance.

• Prepare complex and customized financial plans and insurance solutions for clients.

 

Lloyd Marketing Group, Inc., 2000 to 2008

Owner

• Launched and operated successful consulting firm providing innovative marketing strategies, competitive intelligence, and market research to boost product sales, marketshare, and brand awareness for clients.
• Leveraged exemplary leadership talents to manage two stores and multiple staff members.

 

Continued

 

 

 

 

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Professional Experience continued

 

Intuit, Inc., 2003 to 2005

Sales & Customer Service Agent

• Merged exceptional communication and interpersonal skills toward providing sales and customer service for small business accounting software, payroll solutions, and technical support services.   
• Trained, coached, mentored, and supervised new hires, expeditiously assisting up to 70 customers per day.

 

Tucson Realty & Trust Company, 1998 to 2000

Retail Specialist

• Proactively conduced in-depth market research to explore and uncover emerging trends and industry outlook.
• Devised and implemented resourceful sales and leasing strategies to entice and secure new customers.
• Effectively negotiated and administered contracts.

 

Costco Wholesale, 1987 to 1998

Foods Manager

• Spearheaded full-scope grocery operations inclusive of warehouse management, customer service, inventory planning, purchasing, signage, and staff management.

 

 

Property/Casualty

 

Life/Health  (Long-term Care)

 

Series 6 & 63