Mel Galloway Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, United States

Host training for various departments to keep them aware of company policies and procedures.Answer client questions regarding details of financial plans and strategies.Explain client specific data using Excel, PowerPoint, and product brochures.Develop and deepen relationships with new and existing clients through monthlyseminars.Interview clients and potential clients to determine income, expenses, financial objectives, and risk assessments to develop financial plans.Explain advantages and disadvantages of availpable financial roducts to determine suitability.Facilitate 250+ client meetings with comprehensive investment strategyplanning.Maintain up to date client records to avoid non-compliance issues.Create and execute mass marketing and multimedia campaigns to increase clientele base.Deliver high quality customer experience through understanding of salesprocess, policies, and licensing requirements.

Huntington Beach, California, United States

Manage real estate transactions from initiation to closing.Maintain accurate database of 500+ current and prospective clients using CRMLS.Prepare forms needed for real estate transactions, contracts, deeds, closing statements, and leases Communicate with a network of 40+ inspectors, lenders, and pest control companies to maintain purchase agreement terms.Review contracts to resolve potential issues prior to closing.Facilitate closing processes on behalf of 35+ clients.Conduct home buying workshops to educate buyers on home purchasing processes.

Irvine, California, United States

Exceeded sales goals and improved profitability by $250,000 by aligning sales strategies and business plans with market trends. Maintained a professional network of 700+ potential clients and business opportunities through use of GoldMine CRM System, trade show presentations, and onsite visits.Established 375+ new accounts and serviced existing accounts by maintaining professional relationships. Develop sales plans, goals, and strategies to achieve annual, quarterly, and monthly revenue benchmarks.Performed annual sales consultations to educate clients on available products and services.Track and analyze key quantitative metrics related to clients and partners.

Bachelor Of Applied Science - Basc, Professional Studies

Earned a Certificate in Child and Family Advocacy with the goal of opening up future career opportunities where I could give back to my.

Bachelor Of Arts - Ba, Telecommunications

Degree not completed. Later finished through Brigham Young University - Idaho.