Rob M. Email & Phone Number

United States

New Jersey, United States

Bridgewater, New Jersey, United States

-Nurtured 200+ client relationships alongside account executives while using SAP CRM.-Developed cold and warm leads with eye for opportunity development and expanding business within new and existing accounts to grow YOY sales. -Kept accurate records in our SAP CRM and built client profiles by updating client information and managing sensitive client and prospect data.-Presented information over the phone, webcam, and in-person about the products and programs to potential partners to get them enrolled as a partner. -Developed technical solution and sales proposals, exceeding pipeline and progressing deals throughout the sales cycle.-Responsible for the sales operations which included reaching out to perspective clients, provided detailed work, assisting with customer service and an expert in using Microsoft Office, Tableau, SAP CRM, and more.

Somerville, New Jersey, United States

-Utilized sales reports to track the financial center’s sales progress and generate new sales opportunities and leads.-Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management and retirement planning.-Built and maintained customer relationships, both individual and small businesses, by referring customers to sales specialists and selling financial products and services and tracking in Salesforce. -Handled outbound calls to pre-selected Bank of America customers and assisted in servicing customer needs where applicable in an efficient manner. -Partnered with Financial Center managers to ensure adherence to operational compliance policies and procedures throughout the branch.

Somerset, New Jersey, United States

-Determined and prepared sales proposals that addressed customers’ financial service’s needs.-Identified, and contacted, prospective customers to present information and explained available services.-Answered customers’ questions, and explained available services such as deposit accounts, identity protection plans, and insurance.-Resolved problems and discrepancies concerning customers’ accounts.-Carried out courtesy services for customers, such as ordering bank cards, statements and checks.-Worked alongside Wells Fargo partners (Financial Advisors, Private Bankers, and Mortgage Specialists) to maximize sales opportunities.

Green Brook, Nj, United States

-Sold various types of insurance policies to businesses and individuals, including auto, property, and life.-Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.-Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.-Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes. Worked alongside insurance underwriters to establish new personal and business policies.