Phillip Simon Email and Phone Number

Used various cold calling techniques, explained OTR’s Financial service.Collaborated with underwriting, finance, Operations to ensure value was brought to clients. Maintained client relationships and provided ongoing support for all upsell opportunities.Used sales force and other CRM software to successfully organize and send agreements out to various clients.

Helped and served different customers distributing and selling AT&T products. In this role I was responsible for using different sales software and sales tools and tactics to provide customers with various AT&T products and services.

-Shadowed mentor to market appropriate insurance products and services -Research customers and business partners for targeting, through various channels, using specific cold calling techniques.-Schedule appointments and identify customer needs, and help generate revenue from current and new customers.-Establish customer relationships and follow up as needed. -Collaborate with the sales team for learning opportunities.