Emilee Callari Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Oh, Us

• Exceeded goals for quota attainment, account strategy development, revenueretention and growth in assigned accounts• FY 2020: $1,929,030 (122% to annual)• FY 2021: $2,765,364 (181% to annual)• FY 2022: $2,748,673 (137% to annual)• FY 2023: $3,174,645 (99% to annual)• Prepared sales presentations, proposals and quotations for prospective clients• Set clear objectives and helped team members develop plans to achieve quotas• Maintained an up-to-date database of leads, customers and prospects utilizing CRMtools• Researched industry trends, competition landscape, pricing strategies to informdecisions related to sales initiatives• Coached junior sales consultants on best practices for generating leads, negotiatingdeals and closing sales• Engaged in cross-functional collaboration with marketing teams to developpromotional materials for campaigns• Identified new business opportunities by analyzing market trends and competitors'activities• Managed the entire sales process from prospecting, lead generation, qualification,negotiation and closing

Cincinnati, Oh

• Developed processes for efficient order processing and customer service operations• Ensured compliance with internal policies and procedures regarding salestransactions• Collaborated with other departments to ensure smooth implementation of projectsrelated to sales initiatives• Resolved escalated customer complaints in a timely manner while maintaining highlevels of professionalism• Conducted regular meetings with the inside sales team to review goals andobjectives• Provided training and mentoring for new hires on product knowledge, accountmanagement and customer service skills

Cincinnati, Oh

• Exceed first year sales quota expectation of $325,000• FY 2015: $424,009 (107% to annual)• FY 2016: $2,020,846 (231% to annual)• FY 2017: $1,772,466 (107% to annual)• FY 2018: $2,452,939 (164% to annual)• FY 2019: $2,191,849 (146% to annual)• Prospect potential customers by cold calling 25-30 calls daily• Managed a portfolio of accounts to ensure timely order processing and delivery ofgoods or services• Analyzed customer needs and identified solutions to meet their requirements• Participated in trade shows and other marketing events to promote the brand'simage and increase awareness among target audiences• Provided timely follow-up on inquiries from potential customers via phone and email• Identified sales opportunities by researching industry trends, potential customers, andmarket conditions• Performed regular follow-ups with prospects via phone calls or emails to close salesdeals quickly• Generated leads through cold-calling, networking, referrals, email campaigns, andother methods• Developed and maintained relationships with existing clients to ensure customersatisfaction• Utilized CRM systems effectively for tracking customer interactions and updatingdata accurately

West Chester, Oh

Participated in all new business clientele meetings in order to fully understand the client’s financial situation, financial goals and to provide them with a comprehensive overview of product offerings. Conducted in-depth reviews of each client’s financial circumstances and prepared specific illustrations and proposals dependent upon each client’s needs. Maintained and self-managed client communication, paperwork, files, and applications.• Helped manage clientele with over $6,000,000 of premium from May of 2014 to October of 2014• Generated qualified new business leads through cold calling and newly acquired warm leads• Personally possess active Life and Health Insurance License from the State of Ohio• Assisted clients in making the best informed decisions for their financial situation• Conducted annual or bi-annual reviews for clients to keep them informed of new financial products• Co-Managed with our Director of Marketing to create new sales strategies and innovative marketing strategies that resulted in new business• Assisted in the organization and presentation of monthly seminars designed to provide potential clients with descriptions of offered products and how we can assist them in reaching their financial goals

Cincinnati, Oh

Created and managed new business within Cincinnati market as an independent disturber while managing personal book of business and generating reoccurring monthly business. • Generated direct business with high profile clientele (professional athletes, executive level employees) as their professional clothier• Exceeded all company-wide monthly sales goals• Personally developed business by cold calling between 50-100 potential clients daily• Used warm leads, emails and previous client referrals to build clientele• Amplified personal B2C selling techniques• Customized orders to fit each client’s needs and handled all orders, charge offs, and deliveries• Conducted outbound follow up calls that resulted in repeat business and was rated “Excellent” with customer-satisfaction call back rating• Co-Managed and assisted in sales generation of over $500,000 of sales revenue• Assisted Sales Manager in developing customized orders for over 500 clients• Worked directly with clients, utilizing communication and interpersonal skills• Handled all clients' orders, charge offs, and deliveries• Recorded and filed all clientele data and referrals, following up accordingly to ensure customer satisfaction