Adan Peña Email & Phone Number

Downers Grove, Illinois, United States

 Manage new business orders from design to account funding and delivery for financial advisors selling securities, annuities, and life insurance products Consult on product suitability for clients and verify all required forms and documentation are complete and accurate to obtain regulatory approvals Project manage and escalate asset transfers and liaise to resolve compliance inquiries to ensure timely account deliveries for over 30 simultaneous cases Create and present pending new business report weekly to local leadership  Collaborate with financial advisors to service existing business

Chicago, Illinois, United States

 Led and developed 8 Pre-Sales Specialists in supporting the company’s top 100 sub-agents seeking telecom solutions on behalf of their customers Ensured individual and team KPI goals were met/exceeded while maintaining the highest level of data integrity for over 800 pricing and contract requests per month Optimized internal and external processes while fostering and strengthening vendor relationships to resolve escalations efficiently Collaborated with training team on SOP development, updates, and rollout Assisted as backup pre-sales subject matter expert for AT&T, Lumen, and Verizon requests and with pricing overflow of quote requests as needed

Chicago, Illinois, United States

 Led and developed 7 Pre-Sales Specialists in supporting the company’s top 100 sub-agents seeking telecom solutions on behalf of their customers Ensured individual and team KPI goals were met/exceeded while maintaining the highest level of data integrity for over 800 pricing and contract requests per month Optimized internal and external processes while fostering and strengthening vendor relationships to resolve escalations efficiently Collaborated with training team on SOP development, updates, and rollout Assisted as backup pre-sales subject matter expert for AT&T, Lumen, and Verizon requests and with pricing overflow of quote requests as needed

Chicago, Illinois, United States

 Qualified opportunities and secured pricing from over 75 vendors for sub-agents seeking telecom solutions on behalf of their customers Collaborated with orders team and vendors to ensure quick, smooth transition from quote to order to installation

Chicago, Illinois, United States

 Led shifts and managed up to 2 customer service representatives

Chicago, Illinois, United States

 Cashier