Description
Accomplishments Built 25 member bilingual sales team, growing sales $100M for Hartford Financial. Tasked with building a bilingual sales force for Southern California Identified financial services offer to Spanish speaking community. Built cross-trained bilingual sales team on full product line inventory. Followed up with each new customer throughout the sales process to ensuring customer satisfaction. Developed strategies for 3500 insurance producers for Paychex Insurance Agency nationwide. Worked with insurance producers to increase their insurance production in the arena of business continuation plans, employee benefits, voluntary benefits, health insurance, ancillary products, disability, and long term care. Increased revenue by 75% for producers current book of business by expanding their client product base and reveling hidden opportunities for my producers. Expanded loan business $90M for Union Bank, establishing and enforcing sales policies and procedures. New staff required sales training regarding transaction quality and document accuracy. Identified training program goals. Designed and launched training, focusing on assuring error-free loan packages. Implemented new standards enforcement policy and acceptance. Ensured 100% loan accuracy for Union Bank. Increased sales by $9M, reintroducing Hartford financial products to customers. Market correction in financial industry was producing a negative return. Analyzed and assisted financial advisors in reintroduce benefits of Hartford's tried and true product line. Developed sales training program for financial advisors highlighting the benefits of financial products. Increased customer retention and satisfaction. Secured $500K account for Union Bank through key account relationship development. Identified mid-market food packaging company as potential account. Prospected account and developed relationship with key executives. Wrote and proposed sales plan with field advisor. Collaborated with management to broker deal with additional services to solidify agreement and secured account.
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