Christopher Sison Email & Phone Number

Dallas, Tx, Us

Santa Clara, California, Us

Plano, Texas, Us

Member of Fisher Investments Institutional Group’s Startup U.S. Defined Contribution Investment Only (DCIO) sales team.- Initiated and executed targeted outreach campaigns resulting in a 40% increase in qualified leads within the first year.- Developed and maintained relationships with high-value institutional clients, contributing to a first clients for startup with 50 million assets under management.- Collaborated cross-functionally, ensuring seamless implementation and fostering strong client relationships.- Created a CRM dashboard to organize sales contacts effectively, leading to a complete elimination of fallout. Reduced the previous 75% fallout rate to 0%

Greenwood Village, Co, Us

- Conducted software solution demos, enhancing client understanding and contributing to a 15% increase in product adoption.- Facilitated the establishment and transfer of new client accounts, utilizing proprietary and third-party technology solutions for a streamlined onboarding process.- Addressed customer concerns when handling retirement funds.- Interacted with clients to assist in account setup and operational matters, enhancing overall customer experience.

Redwood City, California, Us

- Outbound outreach through cold calling prospective clients, averaging 200 outbound dials per day, averaging 7-10 meeting sets per week, as well as sourcing and developing new sales opportunities through inbound lead follow-up.- Attained 1st Quartile Status and achieved the #1 Account Executive position for two consecutive quarters, contributing to the acquisition of over $100 million in private client assets.- Conducted comprehensive app instruction and software demos, showcasing Personal Capital's solutions and resulting in a 15% increase in conversion rates.- Cultivated strong prospect relationships, leveraging app instruction to understand financial goals, leading to a 20% improvement in client engagement.

Plano, Texas, Us

•Build relationships with prospects to discover financial goals and objectives.•Supporting lead generation initiatives and identifying opportunities through networking activities, industry events and national conferences.•Partnering with the Outside Sales Representatives to best represent Fisher Investments and provide advisor sales support for further development and deal closure.•Serving as primary liaison between prospects, clients and Outside Sales Representatives across all national sales territories, in efforts to help clients reach their financial goals.•Effectively conducting financial wellness assessments of prospective clients’ current investments and offering a full range of wealth management/ RIA services to meet the expanding needs of individual clients. •Managing client data, operation of the CRM tool including segmentation, personalization among client/contact/prospect, and imputing meeting notes.•Outbound outreach through cold calling prospective clients, averaging 250-300 outbound dials per day, averaging 3-4 meeting sets per week, as well as sourcing and developing new sales opportunities through inbound lead follow-up.•Assessing competitors’ strengths and weaknesses by analyzing and summarizing competitor information and trends; in order to further identify sales opportunities.

- Weekly presentations with presidents & owners of small- to mid-size businesses.- Conducting weekly sales presentations with a consultative approach for each target customer. Target 5-6 new weekly sales presentations and target a close rate of 70% for these opportunities.- Conducted market-based solutions selling: As part of the sales process, learned core services and be in a position to effectively present these solutions using cost-benefit analysis. - Presenting a streamlined technology solution, and develop a detailed analysis of customer needs in challenging areas and lanes.- Lead customer proposal development: Take the lead in coordinating the development of all customer proposals. Present and negotiate all rates, fees, terms, and conditions with the customer.- Manage accounts within book of business focusing on retention and upselling.

Lexington, Sc, Us

-Reviewing and presenting NMFTA Class information to customers.-Face-to-Face and Telephone Sales Call experience.-Quality Team Department Representative.-Training and development of over 65 associates in current Department programs and procedures.-In first year, exceeded annual goal by 370%.-Maintaining data and analyzing for trends of most profitable opportunities and presenting to personnel on found data to optimize output.

Jackson, Mississippi, Us

Bachelor’S Degree, Economics

Japanese, Economics

High School