Dan Terbrack Email & Phone Number

l help construction companies achieve streamlined operations and cost-saving solutions through efficient waste removal services.

Managed a team on Inbound Sales Representatives with a focus on coaching according to the sales excellence model.

Quickly build rapport with customers and close opportunities with a high focus on a high conversion rate of those opportunities.

Executed outbound cold calls to sell thermal labels to companies across the county.Made over 100 cold calls to prospects and averaged 10 new accounts a month.

Advise Clients with their PNC Investment relationship through a goal based financial planning model. All business handled over the phone. Proven ability to create rapport quickly over the phone.Expected to run weekly meetings with multiple branches to discuss opportunities and coach teams to uncover additional business from walk in branch traffic.

Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation.Expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services.

Responsible for assessing financial situations and developing investment management and retirement strategies for over 300 clients with a combined value of $300,000,000 of assets.Utilized analytical skills to identify and enroll over $30,000,000 of assets to fee-based advice solutions.Utilized expertise in retirement planning to create 360 individual retirement plans for client base.Leveraged expertise and strategic analytics to help clients adapt and implement changes as market and business conditions evolve.Established client base organically through referrals and client loyalty created through maintaining relationships and achieving results.

Executed outbound sales calls to existing Schwab clients, identifying opportunities through needs based analysis and positioning appropriate products and solutions.Created initial relationships with walk-in clients and or prospects, utilizing outstanding communications and presentation skills to understand investment goals and objectives and position various suitable offerings.Obtained Series 7, 63, 66 Securities LicensesObtained Life and Variable Annuity Insurance License

Awarded #1 position, top of the regional team of 13 representatives, for net new assets $9.5 million and scheduled 410 advice appointments; 221 were converted; leading the department.Primary contact for all department escalated and sensitive client issues; taking ownership of responsibilities and providing feedback to other representatives in a supervisory role.

Bachelor Of Science, Business Administration

Bachelor Of Business Administration - Bba, Finance, General