National Financial Portfolio Consultants, Llc Work Values

Daily Duties at National Financial Portfolio Consultants, Llc :

Key Projects: Statewide Construction & Remodeling Inc. Launched new call center integrating new CRM application across 14 telemarketers. Increased customer appointments by 300% within 45 days through obtaining licenses for economical cloud predictive dialer. Grew company from a local town status into contractor that is a key player in their niche in all the Seattle metro/ Puget Sound area withi n three months. Bob Oates Plumbing, NU Flow Division Served as VP in transforming manufacturing technology licensee to promote new Epoxy coating/liner system for multi-family/commercial businesses. Developed budget and marketing strategy and fostered relationships at industry association expos. Managed four-man crews and three-member sales staff to ensure timely installations; created manual and facilitated sales training. • Gained $2M in sales in first six months and signed $1.5M in contracts in three months. • Launched a new division and secured $300K in contracts within 30 days. American Residential Services Restructured local branch of nationally company including P&L, installing new general manager and staff, completing inventory of parts and equipment and creating new policies and safety procedures. • Increased net profit margin from (- 38K) to 138K in one month and gross revenues for 200K to 768K in only five months. Apex Professionals Selected company for merger out of five through performing due diligence. Negotiated and signed $2M merger agreement in record four weeks that was projected to take 6-12 months, worth $75M in 6 to 18 months. Seahurst Electric, Energy Services/ Lighting Consultant Provided energy efficient lighting upgrade solutions while partnering with utilities on writing and securing 30-70% rebates. Increased customer base through energy audits of commercial buildings. • Sold 48 lighting retrofit projects across two customers and gained 2 to 3 years more work for contractor within two months. Aleddra LED Lighting (Millennium Lighting Consultants), Program Sales Manager Led LED lighting Division, served as general manager of NIIC Financing Division, and sales manager at Millennium Lighting Consultants, Started by creating lighting retrofit financing division using existing relationships with national financial institutions with Key Bank, Wells Fargo, and Balboa Capital group. Sourced products, set margins, gained new business, audited projects, handle rebate applications and conduct utility walk-throughs. Designed and implemented marketing campaigns (social media, internet, collateral). attended trade shows and built strong relationships with lighting industry. • Created direct sales division General contractor Corp, Electrical Contractor LLC companies, Millennium Lighting exceeding contract goals by 135 % to 149% and emerged as distributor of LED lighting products. • Grew relationships with property managers, engineers, facility manager, and garnered $3M in sales during year one.

What they like about National Financial Portfolio Consultants, Llc :

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Strategic Planning & Execution, SR. Level Professional Sales Executive, Digital Marketing & Sales Managment, Quality Assurance & Risk Management, MS Office, Client & Vendor Relationships, Team Building & Leadership, Lighting Energy Analysis Audit, Facilities & Property Management, Staff Training & Development, Process Improvement, Budgeting, Forecasting, & P&L’s, New Revenue Generation, Business Development

Skills

Strategic Planning & Execution, Client & Vendor Relationships, Staff Training & Development, Sr. Level Professional Sales Executive , Digital Marketing & Sales Management, Team Building & Leadership, Lighting Energy Analysis Audit, Process Improvement, Budgeting, Forecasting, Forecasting, & P&L’s, Quality Assurance , Quality Assurance & Risk Management, Facilities & Property Management, New Revenue Generation, Business Development, MS Office, Relationship Building

These are some of the questions we asked our climbers about their experiences with National Financial Portfolio Consultants, Llc :