Professional with extensive experience in consultative sales, project management, and logistics.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sales Representative
SafeStep Walk in Tubs
12.2017 - Current
Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs, and sold couples and individuals using a 1 call close system.
Achieved installed sales of over $10.3 million since start, with an overall average of 30% of all issued appointments going net.
Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Financial Advisor
ABMM, LPL, AXA, Humana
09.2008 - 01.2018
Sold financial products including stocks, bonds, and mutual funds.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information to develop a financial plan.
Worked with clients to develop a holistic balance between insurance and investments in their portfolio.
Expertise in benefit plans, various retirement plans, Medicare, and Social Security planning.
Operations Manager
Climatrol Quality Aluminum Products
10.1999 - 10.2004
Successfully managed production activities so all orders were installed in a timely fashion.
Planned, directed, coordinated and assigned manpower to meet aggressive production schedules.
Recommended and executed quality improvements for production and product quality.
Addressed all personnel issues promptly and professionally.
Drove daily production activities with effective communication and leadership.
Determined suitable crewing requirements, scheduled employees and worked to meet changing production schedules.
Responsible for extensive recruiting, onboarding, and terminations when necessary.
Oversaw daily activities of approximately 60 employees consisting of production personnel and installation crews.
Reviewed plans and specs during the schematic design of pre-construction.
Obtained building and specialty permits from local jurisdictional agencies.
Performed regular job site observations to provide direction for all personnel.
Scheduled all contractors and materials deliveries.
Prepared bids and estimates, and executed sales contracts.
Education
General Studies Coursework -
Howard Community College
Columbia, MD
Skills
Strong interpersonal skills
Motivated team player
Positive outlook
Excellent communication skills
Excellent customer relations
Knowledgeable in construction safety
Complex problem solving
Time management
Reading blueprints and site plans
Project scheduling
Subcontractor management
Certification
NASAA Series 66 License (expired)
FINRA Series 7 License (expired)
PHR Certification (Professional in Human Resources)
Florida State Contractors License in Specialty Structures (expired)
Certified Home Inspector (expired)
Timeline
Sales Representative
SafeStep Walk in Tubs
12.2017 - Current
Financial Advisor
ABMM, LPL, AXA, Humana
09.2008 - 01.2018
Operations Manager
Climatrol Quality Aluminum Products
10.1999 - 10.2004
General Studies Coursework -
Howard Community College
NASAA Series 66 License (expired)
FINRA Series 7 License (expired)
PHR Certification (Professional in Human Resources)
Florida State Contractors License in Specialty Structures (expired)
Certified Home Inspector (expired)
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Outside Sales Representative at SafeStep Walk In Tub CompanyOutside Sales Representative at SafeStep Walk In Tub Company