Roee Shukron Email & Phone Number

Israel

At benchmark financial services we care about your future because we care about you. Through comprehensive financial planning and sound, ongoing financial education, advice, and support, we meet individuals, families, and businesses where they are today and help take them to where they want to go.We Provide financial and pension services to private clients and organizations.As part of my position, I manage 8 professional staff members and 6 financial planners, pension agents, accountants, and retirement consultants who provide investment management support services. The total assets managed by us are greater than 3 billion NIS.Specialization in other areas:Cashflow management, financing, marketing, building a business plan, fund raising, Bizdev and more.

Israel

I managed the sales and customer retention teams.Managing a team of pension agents and financial planners.In addition, I managed the customer relations department. The role included managing the organization's sales strategy, creating annual work plans, managing budgets, and implementing advanced technology systems in the company, while working with institutional bodies.In this role I reported directly to the CEO of the company.

Coached employees in successful selling methods and encouraged cross-selling to drive revenue.Identified, hired, and trained highly qualified staff by teaching best practices, procedures, and sales strategies. Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base. Improved sales processes to streamline customer acquisition and onboarding strategies. Increased monthly revenue by 30% and exceeded goals for sales, and profit margins.

Israel

Managing a team of 20 sales representatives

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor'S Degree, Business Administration And Management, General