Desk Sales Resume Samples
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Desk Sales Resume Samples
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CT
C Thiel
Chad
Thiel
1586 Angus Ville
Dallas
TX
+1 (555) 692 8783
1586 Angus Ville
Dallas
TX
Phone
p
+1 (555) 692 8783
Experience
Experience
Houston, TX
Sales Desk Assistant
Houston, TX
Hammes-Kreiger
Houston, TX
Sales Desk Assistant
- As part of a team, work productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica Capital Inc. financial partners
- Provide assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc
- Pre/Post-Sale business resolution, follow-up with wholesale team
- Help facilitate timely divisional/channel sales and activity reporting
- Assist Internal and External Wholesalers with updating and maintenance of the information in Salesforce to preserve its accuracy and functionality
- Monitor and organize sales supply inventory and proactively assess timely replacement of materials
- Assist Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner
Phoenix, AZ
Sales Desk Manager
Phoenix, AZ
O'Keefe-Runolfsson
Phoenix, AZ
Sales Desk Manager
- Work closely with Director of Internal Wholesaling to develop and execute firm initiatives
- Assist in hiring process and performance management of Internal Wholesalers
- Assist in development of candidates for future field leadership opportunities
- Foster and create an environment conducive to teamwork
- Ensure that all finance paperwork is fully compliant with local, state and federal guidelines prior to submitting completed documentation to lenders for approval
- Generate sales ideas and campaigns to help Internal Wholesalers strengthen Financial Advisor relationships within their territories. Monitor sales calls for accuracy of information, as well as insuring that individual contact goals are met
- Meet with Senior Management in an effort to improve productivity
present
Philadelphia, PA
RPS Sales Desk Specialist
Philadelphia, PA
Koelpin, Nitzsche and Mitchell
present
Philadelphia, PA
RPS Sales Desk Specialist
present
- Assist sales management team in development of marketing materials, sales resources and third party relationship management
- Maintain & develop knowledge of products
- Maintain and develop knowledge of products
- Assist FA through transition process including proposal iterations, investment modifications and client documentation
- Proficiency in use of MS Office suite of tools
- Respond to all incoming business inquiries
- Proactive contacts & communicating complex strategies and sales ideas
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Kent State University
Bachelor’s Degree in Business
Skills
Skills
- Ability to adopt and implement new technologies quickly
- Excellent listening and profiling skills
- Good comprehension of the retail distribution process
- Strong written and oral communication skills
- Strong familiarity with computer applications (i.e. Excel, Word, PowerPoint, Access, etc.)
- Ability to multitask and work under tight time constraints
- Strong interpersonal, organizational, time management and problem solving skills
- Client focused with the ability to delegate responsibilities
- Leadership experience with proven ability to motivate team members in a sales capacity
- Previous experience with financial analytics software (Morningstar, PSN, Zephyr, Coates, FI 360)
15 Desk Sales resume templates
Read our complete resume writing guides
1
Sales Desk Manager Resume Examples & Samples
- Manage a sales team to generate results and work towards sales goals
- Collaborate and strategize with Divisional Directors/Sales Management to implement the division’s strategy and drive effective internal and external partnerships
- Assist in coordinating sales desk initiatives; including territory management, thematic selling and team effectiveness
- Participate in the recruitment and interviewing of sales desk candidates
- Minimum 3 years of sales management experience preferred
- Bachelor’s degree required (MBA, CIMA, CFP, CRPS, ARPC a plus)
- 5+ years relevant financial services experience preferred
- Good comprehension of the retail distribution process
- Demonstrate understanding of capital markets across all facets
- Strong interpersonal, organizational, time management and problem solving skills
- Previous experience with financial analytics software (Morningstar, PSN, Zephyr, Coates, FI 360) a plus
2
Sales Desk Assistant Resume Examples & Samples
- Responsible to provide support for all internal and external sales efforts on all Transamerica Capital Inc. product lines
- As part of a team, work productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica Capital Inc. financial partners
- Provide assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc
- Pre/Post-Sale business resolution, follow-up with wholesale team
- Pre-sale licensing, agent appointment approvals, NAIC Suitability training
- Monitor and organize sales supply inventory and proactively assess timely replacement of materials
- Assist Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner
- Concierge Service, collect information and complete sales applications/paperwork and/or assist with order entry process for approved partner firm's advisers
3
Inside Sales Desk Manager Resume Examples & Samples
- Supervisory responsibilities including ensuring compliance requirements are met
- Drive sales results by executing and delivering on Montage strategic initiatives and aligning team and individual execution with these initiatives
- Lead team to sales by identifying product, market, competitor and territory opportunities
- Coach and develop Regional Consultants on product and industry knowledge, sales process, activity, territory management and sales results
- Work directly with Sales Management to strategize on ways to increase overall sales
- Reward and recognize Regional Consultants
- Develop Regional Consultants professionally through coaching and training
- Creatively integrate technology, marketing, and the sales process in order to deliver highly targeted and effective messages to clients and prospects
- Manage daily administrative functions including work volume, training schedules, weekly meetings, reviews and regular day to day management tasks
- Understanding of the financial intermediary marketplace, its clients, products and competition
- Teaching and coaching spirit
- Demonstrated leadership ability, solid follow-up and decision making skills are required
- Experience developing and leading sales people
- Strong analytical skills and demonstrated ability to produce results
- Demonstrated high energy, passion and a sense of ownership and persistence
- Minimum 3-5 years direct sales experience required
- Minimum 2 years of previous management experience desired
- Series 7 and 66 required
- Series 24 must be obtained within the first 60 days in the position
4
Disney Desk Sales Coordinator Resume Examples & Samples
- Provides weekend leadership coverage for the Disney Desk operations and retail client support
- Assists in providing support on sales functions such as on-boarding new clients, the administration of the ticket ordering process, contract administration and digital media support
- Coordinates daily staffing of our Disney Desk cast members
- Assists in providing sales and cast metrics reporting
- Assist with seasonal retail project support
- Demonstrated leadership experience
- Proven experience in handling multiple tasks at one time
- Ability to maintain a high level of confidentiality
- Ability to be flexible with work schedule, including nights, weekends and holidays
- Strong Disneyland Resort knowledge
- Proven experience with Outlook, Excel & Microsoft Power Point
- Previous sales and marketing experience preferred
- Previous SAP experience preferred
- Previous contract administration and digital media experience preferred
- Ability to reduce relationship tension through being proficient at high level cast to cast and
- Guest engagement
5
Liquidity Sales Desk-analyst / Associate Resume Examples & Samples
- 1-3 years of industry experience 1-3 years of industry experience
- A results-oriented individual who thrives on achievement and performance
- Works effectively and supports a team-oriented approach
- Ability to work under pressure and to manage time effectively
- Ability to document sales activity through Sales Management reporting (CRM)
- Series 6, 63 and 7 are required within four months of hire date
6
ETF Sales Knowledge Center Desk Specialist Resume Examples & Samples
- Using the sales process; you will identify needs, provide meaningful ETF solutions and deliver superior service to internal and external clients
- Articulation of the capital markets, Guggenheim products, competitors’ products
- Integrating current themes and campaigns into conversations, you will drive the ETF sales process
- Maintain and update the SalesForce CRM
- Adhere to daily/monthly telephone activity metric requirements of the department
- Own team sales performance and team sales goals
- Ability to master the core competencies of the position
- Bachelor’s Degree (preferably in Finance or Business)
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
- Enhanced problem solving abilities, analytical abilities, and familiarity with investment strategies
- Informed and conversant across a broad range of topics
- Technical skills should include experience with Microsoft Word, Power Point and Excel
- A commitment to self-improvement and a willingness to learn
- High degree of integrity
- Ability and willingness to prepare relentlessly and execute passionately
7
Sales Desk Intern Resume Examples & Samples
- As part of a team, works productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners
- Provides Pre-sale licensing, agent appointment approvals, NAIC Suitability training
- Monitors and organizes sales supply inventory and proactively assesses timely replacement of materials
- Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner
8
Sales Desk Assistant Resume Examples & Samples
- Provides assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc
- Provides Pre/Post-Sale business resolution and follow-up with wholesaling team
- Facilitates timely divisional/channel sales and activity reporting
- Assists Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve its accuracy and functionality
- Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers
9
Global Sales Desk Resume Examples & Samples
- Multi-tasking data-entry proficiency with multiple systems, both hardware and software, for Vail Resorts International Wholesale Reservations
- Communicate with travel agents, wholesalers, guests, employees, corporate sales managers and other department and property managers in a positive, productive and efficient manner, including all situations from dealing with wholesale agent questions via e-mail and over the phone
- Provide assistance to Sales Agents as needed on all aspects of account-related issues, including commissions, payments, and other guest service issues as they arise, working with other internal and external departments as necessary
- Assist with reporting functions, monitoring sales agent production, process compliance, accuracy and follow through with all daily operations to meet business goals and needs as required
10
Sales Help Desk Operator Resume Examples & Samples
- Provide first level support to the field sales team by responding to customer requests for information on quotations, product information, standard pricing and stock availability enquires
- Communicating indirectly with customers on behalf of the field sales team in relation to information they require
- Liaise with the sales force to ensure transparency on your activities with the customer and communicate any action or follow up required
- Utilise salesforce.com for recording of sales support activity
- Facilitate the ‘goods on approval’ process and maintain accurate records to ensure compliance of process and minimal disruption on Masterpack (ERP)
- Administer the return of goods process (return authorisation)
- Utilise supplier catalogs, on-line databases, and other appropriate resources to cross reference products to meet customer quoting requirements. Makes suggestions for alternative products when items are not readily available
- Participate in product/vendor/systems meetings to stay up to date on new product lines and current systems
- Investigate and respond to any customer enquiries resulting from incorrect or delayed shipments
- Amend customer orders in the system as instructed by Sales Representative or Customer (and in line with company policy)
- Science degree and or related experience
- Able to handle fast paced environment and work to tight deadlines
- Strong organisational skills and time management capabilities
- Excellent interpersonal and communications skills with ability to build relationships with internal & external customers and staff to achieve results
- Ability to handle pressure and achieve desired outcomes
- Excellent computer skills included in Microsoft Office, the ability to learn new concepts and packages as required by the position
11
Sales Desk Associate Resume Examples & Samples
- Work as a partner with two External Wholesalers to develop, maintain and expand relationships, and drive sales in your region for separate accounts, mutual funds, closed end funds, and alternative investments
- Develop new business within the territory by calling on Financial Advisors and providing sales/marketing information, requested follow up information, as well as maintaining contact and providing timely updates on products
- Handle incoming phone calls as it relates to product information and account/operational issues in a professional manner while providing solutions in a timely manner, as well as initiating outbound calls including scheduling calls, thank you calls, targeted campaign calls and portfolio reviews
- Engage in planning and business development to drive sales and strengthen relationships within territories
- Establish key relationships with financial advisors with occasional travel to the territory to participate with the external wholesaler for dinners, seminars and meetings
- Provide sales meeting preparation and follow-up for the external wholesaler
- 2-4 years of financial services industry experience
- Strong knowledge of mutual funds, separate accounts, closed end funds, or alternative investments
- Strong organization skills with the ability to manage multiple tasks
- Excellent verbal, written, and presentation skills. Proven selling and relationship building skills
- Self-starter and self-motivated person who is capable of working in a team environment
- FINRA Series 7 & 66
- Strong computer skills, including MS Word, PowerPoint, and Excel
12
Divisional Life Sales Desk Manager Resume Examples & Samples
- Continuously improve the development of each Life Internal Wholesaler on their team by a quantifiable amount with regard to
- Enthusiasm and Passion
- Coach-first mentality
- The type of person that others want to work hard and succeed for
- Ability to convey complicated things in a simplified manner
- Solution finder
13
Director, Deal Desk & Sales Best Practices Resume Examples & Samples
- Build and create strong working relationships with key business partners: Finance, Legal, Support, Product, etc. to expedite review and approval processes
- Partner with field representatives and Sales leaders to manage complex deal structure processes, close plans, and time lines for high-priority deals
- Support large, complex, standard and non-standard transactions with business insight, pricing, product knowledge, analysis, and direct client interaction
- Manage, improve, and operationalize approval processes for complex sales transactions to meet customer needs and critical business requirements
- Operationalize complex transactions and communicate to all relevant parties for awareness to support successful, repeatable, and efficient process implementation end to end
- Accelerate and document approval process for non-standard deal terms, e.g. limits/rules, approver roles/responsibilities, and proxies for fallback responsibility
- Partner with Field Operations to drive scalable deal and order management automation
- Provide insight and analysis on market trends with requests and pricing, improve overall pricing process, and develop new standards on deal management for internal review and implementation
- Collaborate cross-functionally with Legal, Finance, Product, etc. to address complex pricing and commercial terms to provide Sales with options to face customer objections and maximize revenue/bookings
- Identify potential training gaps and collaborate with Sales enablement to develop & deliver scalable sales tools
- Plan for new product launch and develop operational plan to structure deal readiness end-to-end
14
Sales Desk Assistant Resume Examples & Samples
- Scheduling advisers for territory events
- Bachelor's degree or related work experience
- Willing to obtain and must pass Series 6/63 Securities Licenses within 12 months of hire
- Required to participate in Internal Wholesaler Institute to be eligible for the Internal Wholesaler job. Must be in good standing and with manager approval
- Resourceful and well organized
- Previous experience in financial services industry preferred
- Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel)
15
Working Student Sales Desk Resume Examples & Samples
- Prepare reports out of the used CRM tool Sales Force
- Analysis of these data to help the team to strengthen their client knowledge and direct their strategies
- Work out strategic client approaches
- Input of client data into Sales Force
- Support the team within projects – owning aspect of projects
- Being engaged to include the Sales view into data analysis
- Interaction with the UK CRM Sales Force Project team
- Help analyzing the existing customer base to identify opportunities aiming at promoting services
- Help in preparing presentations that Sales uses for clients
16
Sales Desk Associate Resume Examples & Samples
- Serves as a primary resource for sales and account management teams to understand content/product offerings, business policies, commissions, order processing, credits, promotions, incentives and procedures and assists in problem solving all issues
- Support selling administrative activities such as marketing materials distribution and arranging client meetings
- Support obtaining signed contracts, order forms from customers and trials management
- Support customers with complaints about administrative issues, working closely with internal stakeholders to resolve
- Compile sales reports to be used in sales meetings
- First line support for process and system queries, monitor on an ongoing basis and implement solutions for recurring issues that arise
- Gather account history and market data as requested
- Organizational and prioritization skills with attention to detail
- Ability to adapt to dynamic and fast paced work environment
- Knowledge of Thomson Reuter's products and services
17
Sales Desk Manager Resume Examples & Samples
- Responsible for the day to day supervision of 26 Internal Wholesalers
- Generate sales ideas and campaigns to help Internal Wholesalers strengthen Financial Advisor relationships within their territories. Monitor sales calls for accuracy of information, as well as insuring that individual contact goals are met
- Act as liaison to Senior Sales Management/ Regional Sales Directors and National Account Managers to communicate client needs, market trends and competitive information
- Work closely with Director of Internal Wholesaling to develop and execute firm initiatives
- Develop an in-depth knowledge of each territory in distribution channel
- Assist Internal Wholesalers and External Wholesalers in developing a comprehensive business strategy for the territory
- Provide consistent one on one coaching to Internal Wholesalers to enhance the sales process
- Regular contact with external wholesalers with 360 degree feedback on internal/external relationship
- Meet with Senior Management in an effort to improve productivity
- Provide guidance in the areas of territory and product management
- Organize and lead sales meetings and training sessions
- Work with department trainer to identify training needs and assist with implementation
- Assist in hiring process and performance management of Internal Wholesalers
18
Sales Desk Representative Resume Examples & Samples
- Manage direct customer requests for quotation and order processing
- Processing of customer orders accurately and in a timely manner
- Act as the liaison between sales team, customers and Orange Business Services suppliers through interaction with other internal departments
- Meet all customer, vendor and company deadlines
- Manage all aspects of job to ensure objectives are met
- Effective and accurate use of required computer systems
- Process purchase orders ensuring relevant controls
- Ensure the timely delivery of all products and services
- Ensure import, export and customs regulations are followed
- Generate accurate and timely invoices
- Manage customer relationship in a manner that encourages customers to continue to do business with Orange
- AA or BA with a degree in business from an accredited university preferred
- 2-3 years of professional related experience in a field directly related to order fulfillment in a high technology, customer service environment
- This position is based in Clearwater, Florida and the work schedule is 11a-8p Monday-Friday
19
Inside Sales Desk Manager Resume Examples & Samples
- Experience leading an Inside Sales team with quantitative examples of team’s contributing to revenue
- Proven record of hiring and building a sales team combined with effective training program
- History of hiring a team that fits a positive and competitive culture
- Has multiple examples of working with sales individuals that have been promoted within the organization
- Strategic assessment on priorities and tasks with commitment to team over individual
- Follow a structured sales methodology as well as meet/exceed sales quotas
- Effective networking, communication, and presentation skills
- Proven success in selling in and teaching a consultative selling environment
- A manager who always understands the team’s success is a direct measure of his/her own success. A “we” manager instead of an “I” manager
- Understanding of Capital Markets and Investor Relations, Public Relations, Multimedia Solutions and Board Communications
- Experience selling and managing teams that partner with Fortune 500 companies and the C-Suite
20
Inside Sales Desk Associate Resume Examples & Samples
- Supports the Senior Sales Executives in closing deals in order to meet individual/team quotas and company business objectives
- Responds to escalated customer issues
- Develop a deep understanding of Capital Markets, Investor Relations, Public Relations, Board Communications and Multimedia Solutions
- Process Service Requests and Contracts within CRM
- Proactively take on new initiatives and exhibit a curiosity for learning
- Aim to excel in the role so you can be promoted to the next sales position at Nasdaq
- Is working in a smaller defined area of the role, this continues to expand as the employee gains more confidence and capability
- Exchanges straightforward information, asks questions and checks for understanding
- Collaborates with colleagues and customers to assess customers’ immediate needs
- Under direct supervision assists in presenting deal scenarios to the customer that focus on how Nasdaq can best address their future business challenges
- Assists in identifying opportunity in territory and develops a sales plan for the territory, including a list of high priority customers to target
21
Sales Desk Manager Resume Examples & Samples
- Must have a proven track record with an exceptional CSI
- Ensure sales people are engaging with customers
- Develop an effective sales team through training and performance standards
22
Front Desk Sales Asscociates Resume Examples & Samples
- Staying updated on retail products and promotions
- Working as a team member at all times while enjoying our guest experience by building relationships
- Ability to work nights and weekends is required
- Ability to upsell retail along with suggest gift card packages to guest for holidays and special occassions
- Sales experience required (at least 1 year)
- Must have great phone skills and be exceptional at customer service
- Enjoy a fast paced environment while working as a team to achieve results
- Some computer knowledge,-excel, word preferred, POS milennium experience is a plus!
23
Front Desk Sales Manager Resume Examples & Samples
- Overseeing and managing daily operations of the franchised location, ensuring that excellent service is consistently delivered to members and guests
- Assisting clinic manager in setting and achieving membership and retail sales goals while regularly monitoring progress against objectives
- Managing staff and training, monitoring, and coaching the performance of sales associates
- Establishing and monitoring staff work schedules and managing human resource functions, where assigned, including interviewing, hiring, training, one on ones, performance evaluation, conducting staff meetings, resolving concerns and disputes, payroll processing, disciplining and terminating employees as well as all associated recordkeeping
- Maintaining a professional, clean, and safe environment for employees, members and guests, and maintaining a culture in the franchised location that embraces and reflects the Massage Envy brand’s core values of optimism, gratitude, excellence, consistency and empathy
- Direct, inspect and coach team of Senior Wellness Consultants to assit with supervising, coaching and partnering of Wellness Consultants in their sales activities
- Have a college degree (preferred)
- Have previous management, marketing, and sales experience within a service or retail industry for at least 1 year
24
Sales & Front Desk Associate Resume Examples & Samples
- Meet individual sales goals consistently and collaborate with team members in acheiving team sales goals
- Promote the Wellness Program
- Provide an amazing customer experience and establish long lasting relationships with members and guests
- Answer the phone promptly and professionally and book appointments based on the client’s needs by matching them with the appropriate therapist
- Schedule member and guest appointments effectively and efficiently Greet members and guests by name and make sure they are properly checked in and out for their scheduled appointment
- Organize your time effectively to maximize daily productivity
- Effectively communicate sales, promotions and service options with members and guest
- Execute the daily operational tasks, day to day goals and priorities assigned by management
- Assist in upholding cleanliness of the clinic
- Assist in administrative tasks which include filing, answering phones, data entry of client records, booking appointments, and inserting notes in regard to client’s questions and concerns
- Greeting members and guests warmly, with a bright smile, upon arrival
- Keeping management apprised of member concerns and following franchise policies, procedures and direction
- Accepting coaching in a positive manner and using it as a learning tool
- Assist in the trianing of new associates
- High School of GED Equivalent
- Must be available to work on weekends. FDAs are required to work one Saturday and one Sunday shift or a double-shift on either Saturday or Sunday
- Possess 1 year of sales experence (preferred)
25
k Sales Desk Resume Examples & Samples
- 3 years pension related experience required
- Be able to present complex information in a clear manner, both orally and in writing
- Be able to present the features of the various AXA-Equitable pension products
- Assist external wholesalers daily with prospecting activities
- Be aware of the world of investments and of 401(k) competitors’ offerings
- Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation
- Strong computer skills, including Microsoft Excel and Word
26
Mutual Funds Sales Desk Manager Resume Examples & Samples
- Manage and coordinate the daily activities of the support desk including workflow of inbound call volume and outbound top producer quarterly service calls
- Communicate updates on policies, procedures, marketing, sales campaigns and initiatives, product updates, and regulatory changes to Product Specialists at weekly staff meetings
- Recruit, hire and train new Product Specialists
- Facilitate team dynamics among the specialists as well as with the other sales desk in Investment Products and Strategies
- Act as point of escalation for issues from advisers, field management and the sales desk
- Work closely with the Divisional Directors of Distribution to address and resolve issues brought from the field, providing additional resources for them to meet their service requirements
- Proficiently utilize all proprietary applications, including the Global Product Screener, Morningstar Adviser Workstation, both FA and Complex versions of the Managed Asset Profile Report, and the Morgan Stanley 3D Insights system
- Conduct regular training meetings with the sales desk, frequently utilizing the resources made available by our external mutual fund business partners, as well as cross training on other product areas covered by the Mutual Fund Distribution to include Closed End Funds, Exchange Traded Funds, Unit Trusts and Advisory Products and Services
- Working with product management to update and maintain internal materials and intranet screens
- Regularly report statistics on call volume, service levels, desk efficiency, and sales efforts to senior leadership
27
IS Sales Desk Specialist Resume Examples & Samples
- Be the expert point of entry into Orange for standard IS and ERS quotations, evaluations, customer orders and day-to-day account activities in order to maintain and enhance strong customer relationships
- Prepare commercial quotations for ERS and the UCC solutions supported by the Sales Desk within agreed SLA’s. Advise customer and account teams of who can assist them when the requested solution is outside the Sales Desk remit or SOA. Follow up where the Customer has failed to respond within a reasonable time period. Ensure that records of quotations and quotation performance are issued and maintained
- Technically validate the quote from ordering perspective to make sure it is allied with vendor specs, and suggest other alternatives to accounting teams when needed
- Ensure Quote to Bill processes are followed and assist customer-facing teams with the process. Take personal responsibility for the quality of data recorded in the sales order and supporting technical/operational (SOR&SRF) documentation, and when approved, check and release the Sales orders to the relevant back-office teams
- Pro-actively communicate to customer facing teams with a confirmation of the quotation request, time it will take to provide the quote and target delivery date and any changes that may occur from quote to bill
- Provide flexible and responsive knowledge-based support to Account teams during pre-sales phase concerning ERS & standard UCC solutions, Orange capabilities, operational drivers & constraints
- Manage shipment tracking with courier to ensure correct delivery in a timely manner
- In accordance with Inter Regional Sales Desk process, work in a collaborative manner to efficiently deliver services and maintain the highest levels of service in support of Customer requirements. Liaise closely with other departments including Resale Purchasing and Billing (P&B), Service Activation & Billing (SAB) to ensure that customer orders remain on track, and that data & performance problems are addressed in a timely manner
- Record & follow-up on escalations, customer queries and complaints. Work with P&B and Accounts Receivable to resolve invoice issues
- Manage key customer accounts and foster customer relationships as primary customer contact, proactively prospecting existing customer accounts for additional organic growth business, and identifying future customer needs / sales opportunities
- Provide routine updates to Customer and Field Sales concerning the status of individual and bulk orders
- Act as technical advisor for quotes and orders
- Ability to work accurately, even under pressure, in a busy customer-focused administration department
- Good knowledge of Cisco products
- Knowledge of all aspects of the supply chain, including purchasing, import/export and distribution
- Computer knowledge in Microsoft Windows, Outlook, Excel & Word, Lotus Notes
- Preferable experience with key QTB systems such as GOLD and Clarify
- Good communication skills manner, customer service orientation
- Self-motivated, well-organized, customer focused and a team player. Keen to progress
- Maths/languages an advantage. Understanding of margins/discounts etc
- CCNA or equivalent knowledge is desired
28
Liquidity Sales Desk Analyst Resume Examples & Samples
- Execute institutional sales support for the Global Liquidity Solutions Group (money market funds, ultra short bond funds and separate account business)
- Key responsibility is to support the sales team in developing and executing an optimal client relationship management framework to maintain existing and drive new AUM
- Coordinate with product management team to ensure that territory sales support needs are met in a timely manner
- Manage preparation requirements for client/prospect visits/due-diligence meetings
- Manage and coordinate various aspects of territory management, including conference participation, prospect target research and lists, bi-weekly reporting, and pipeline management
- Manage client communications for general marketing as well as event client specific events/communication needs
- Work closely with Liquidity Management to prepare business plans, sales objectives, forecasts and sales channel reporting
- Establish excellent communications across functional areas of the firm—including portfolio management, marketing, legal, compliance, and client service teams—to ensure seamless execution of business requests
- Bachelor’s degree (with at least some course work Finance or economics)
- 1-3 years of industry experience
- Excellent communications skills (written and oral, including excellent telephone manner), interpersonal and presentation skills
- Advanced knowledge of Microsoft Excel and PowerPoint
29
Sales Desk Coordinator Resume Examples & Samples
- Providing Quotations to Customers in coordination with Sales Managers
- Generating, tracking and qualifying leads within given set of potential customers (qualification and addressing to the right Sales channel)
- Helping Sales to identify new markets segments and customers
- Building Reports according to Sales demand
- Constant update of Salesforce pipeline
- Being focal point of contact with Sales, for Operations, to monitor Inventory versus committed opportunities
- Gathering information on new projects by being in personal touch with Customers
- Be proactive in resolving any bottlenecks by contacting the appropriate departments and people within the Company in order to solve any Customer issue
- Support Marketing Activities
- Misc. Administration job as needed
- English mother tongue level
30
Sales Desk Consultant Resume Examples & Samples
- Bachelor degree or equivalent and 2+ years of related work experience (life insurance sales, financial services, product marketing, or sales experience preferred)
- FINRA Series 6, 63 registration and Life and Health license required within 120 days
- Progress towards industry designations (e.g. CLU, ChFC, CFP, FLMI) preferred
- Requires broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
- Requires effective verbal and written communication skills plus the ability to develop effective relationships and motivate producer behavior
31
Annuity Sales Desk Intern Resume Examples & Samples
- Participate in departmental orientation and other developmental opportunities offered throughout the program
- Assist with various initiatives and projects to ensure achievement of departmental goals and objectives
- Gain exposure to a variety of areas within the business to understand how they fit together to achieve business goals and objectives
- Perform various assigned duties that are intended to provide experience and build skills for future development
- Prepare and deliver a final presentation at close of the internship
- Current UNC Charlotte Student
- Strong sales and customer service orientation
- Ability to build and maintain relationships
- Ability to work both independently and collaboratively as part of a team
- Proficient with Microsoft Office (Word, Excel, PowerPoint)
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Sales Desk Associate Private Banker Resume Examples & Samples
- Initiate outbound calls to Financial Advisors (FAs), Private Bankers (PBs), Associate Private Bankers (APBs) and regional management of MSWM to discuss sales opportunities, product enhancements, product adoption and other items as needed
- Proactively support sales and marketing campaigns through outbound call initiatives
- Act independently in making financial recommendations on banking and lending products to the FAs
- Provide the best banking and lending financial advice to clients in conjunction with FAs
- Identify cross-sell opportunities to generate leads for Private Bankers
- Partner with assigned Private Banker providing direct and backup support as necessary
- Establish a reputation of execution and excellence to gain confidence of FAs and Private Bankers to fully develop the banking opportunities with their clients
- Adhere to established distribution process to realize established revenue, product and FA / client satisfaction goals, consistent with providing sound financial banking and lending advice
- Collaborate with Region Manager on initiatives supporting the region
- Provide product feedback to product managers to generate FA productivity improvements and product enhancements
- Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
- Provide temporary coverage to Private Bankers out of the office when needed
- Minimum of 3 years experience with an investment, commercial or private bank
- 2 years of client service, business development and/or Sales Desk experience
- Experience in understanding the financial needs of all types of clients
- Bachelor’s degree preferred or relevant experience
- Series 7 and 63 or 66 licenses required to be obtained within 90 days of employment
- Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products & commercial credit products
- Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
- Ability to understand the financial needs of the retail brokerage clientele
- Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
- Software proficiency (e.g., Word, Excel, PowerPoint)
- Demonstrate positive initiative, leadership and comfort working in a fast paced environment
- Strong interpersonal collaboration and team skills including working with cross-functional teams
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Front Desk Sales Leader Resume Examples & Samples
- Providing excellent service to clients by explaining the value in becoming a Massage Envy member, answering phone calls, setting appointments, greeting clients upon arrival and selling memberships
- Achieving 25% or higher clinic membership closing by leading and motivating the Front Desk Associate Team to meet and exceed sales goals
- Providing real-time coaching to Front Desk Associates on our sales and customer service process
- Supervising Front Desk Associate sales team
- Performing clinic opening and closing duties
- Assisting in administrative tasks including filing, member folder maintenance, and data entry of client records and surveys
- Maintaining a professional and impeccable reception environment for employees and clients
- Preparing for and presenting at the Operating Standard Review audits
- Upholding Massage Envy’s core values: optimism, gratitude, excellence, consistency and empathy
- Covering any necessary shifts for the Front Desk Associates team
- Assisting Assistant Manager in principles duties
- Experience with Millennium software preferred, but not necessary
- Passion for the benefits of total body care
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Sales Desk Assistant Resume Examples & Samples
- Willing to obtain Series 6/63 Securities Licenses within 6 months hire
- Willing to obtain resident state Life Insurance License within 6 months hire
- High School education or GED equivalent required
- Previous experience in financial services industry is strongly preferred
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Manager, Internal Annuities Sales Desk Resume Examples & Samples
- Achieves or exceeds assigned internal sales teams sales/profitability targets
- Analyzes benchmarks and performance metrics to track sales plan progress, effectiveness, return on spend and bottom-line impact. Recommends mitigation plans
- Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives
- Develops and oversees the execution of the inside sales plan to continuously build sales volume and profitability for the Company
- Ensures information is collected and entered accurately and timely from customer contact necessary to create sales proposals
- Identifies and resolves any potential conflicts regarding Lincolns products/services
- Manages and monitors sales targets for assigned sales teams and monitors individual sales team member performance on a continual basis
- Manages and oversees assigned internal sales team and sales activities which lead to an increase in sales revenue and market share within assigned area of responsibility
- Manages and oversees expenses for his/her assigned area(s) of responsibility
- Monitors inbound/outbound communications to ensure quality and adherence to regulatory standards
- Provides mentoring, training and coaching to sales staff to ensure sales goals are achieved
- 5+ Years of experience in Financial Services sales, marketing, and/or relationship management that directly aligns with the specific responsibilities for this position, including 2+ years of managerial, supervisory, and/or demonstrated leadership experience(Required)
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Sales Assistant / Front Desk Resume Examples & Samples
- Provide a wide range of administrative sales support, including responsibilities such as quoting, order and data entry, customer service, and more!
- Take the lead on several ongoing sales administration projects including customer database updates and maintenance, CRM data entry, and the development and implementation of an internal price list
- Gain a broad understanding of the entire sales process in order to provide regular and high quality support for the sales administrator, US sales team, international staff and other colleagues as needed
- Greet visitors and employees, answer phones, and direct inquiries appropriately
- Book travel and accommodation for colleagues and visitors. Coordinate catering and other event logistics for annual in-house meetings, and provide planning and administrative support for other ad-hoc events throughout the year
- A Bachelor’s degree in any subject, or two years of administrative support experience
- Excellent people skills and the ability to communicate and collaborate effectively with others
- Proficiency in Microsoft Office suite and the ability to quickly learn new technologies
- Knowledge of Great Plains / Microsoft Dynamics and Filemaker Pro (strongly preferred but not required)
- The ability to work independently, stay organized, and manage several tasks simultaneously
- A valid driver’s license and reliable vehicle
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Sales Deal Desk Consultant Resume Examples & Samples
- Negotiate and facilitate deals/renewals across product lines that are beneficial to the company as a whole
- Obtain and operate using accurate underwriting guidelines
- Set up deal; define parameters such as timing, # of resources, special features, system needs, etc
- Proactively analyze and recommend the best course of action for complex pricing and licensing situations within the cycle of a sale
- Interpret, clearly articulate, and handle objections related to pricing and licensing policies, and commercial terms
- Review exceptions and/or develop new language that complies with all applicable regulatory requirements; Engage underwriting and customer service units as necessary to develop appropriate solutions for any identified deficiencies in the documents or process
- Keep current on product area initiatives and serve as a resource/member on corporate, divisional and departmental project teams
- Provide accurate, clear, credible, and relevant information via written and verbal communication; Follow all corporate, compliance, privacy and confidentiality standards
- Develop and refine the models for flexible solutions, identifying priority markets for pilots/deployments, working with sales and underwriting teams
- Identify and evaluate new solutions that will improve account performance
- Find ways to improve performance for segmented or defined accounts; Demonstrate analytical skills, identify opportunities and risks and share insights within the group, which will influence our strategy
- Collaborate and consult with core business leaders to recommend best practices and solutions that align with strategic business initiatives, company-wide initiatives, and regulatory requirements. This includes but is not limited to, solid business relationships with all product and underwriting leaders
- Develop, refine and properly position Deal Desk tools internally
- Maintain and evolve the Enterprise-wide B2B Segmentation model in Business Owner role
- Participate in professional associations, bureaus and credit union leagues, as appropriate for the position
- Audit files to ensure compliance with underwriting authority, policies and procedures
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Sales Help Desk Manager Resume Examples & Samples
- Lead daily activities of the team to ensure that all work is completed according to scheduled deadlines with attention to quality standards, priorities and overall goals
- Enhanced understanding and implementation of Business Units strategic goals. Oversee the use of standard process workflows by team
- Function as a consultant and business partner to other groups within ADP
- Train and mentor team members and identify development needs across the team, working Director to coordinate additional training as needed
- Collaborate with peers to establish best practices
- Work in collaboration with associate to establish Individual Development Plans
- Develop and administer corrective action and performance improvement plans
- Hire/Fire authority in conjunction with Human Resources
- May have oversight of Workforce Management to include scheduling, and succession planning
- Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units
- Bachelor's degree preferred but will consider experience in addition to education
- At least 5 years of experience
- At least 3 years of people leadership experience
- This position is located in Augusta, GA or Miami, FL
- Previous leadership experience preferably in a Sales environment is strongly preferred
- Experience driving talent and focused on associate engagement
- Proven track record in performance management
- MBA or advanced degree a plus
- Excellent collaboration, organizational, time management, customer service and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions
- Ability to work and thrive in a team environment, focused on achieving results
- Ability to recognize basic procedural issues as they arise and escalate to the appropriate level
- Proficient in the latest web technologies and working knowledge of various operating systems
- Proficient using Microsoft Office
- CPP or FPC certification
- Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures
- Prior leadership training
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Sales Operations / Business Desk Resume Examples & Samples
- Partner with business units to represent their business within order management team
- Act as order management liaison to the business
- Enable timely Booking & Invoicing in alignment with Region’s targets
- Maintain accurate backlog
- Conduct Booking and invoicing status review with stakeholders in the region
- Point of escalations
- Interact with offshore processing team to provide priorities and guidance and ensure timely and accurate processing
- If needed – hold discussions with customers (together with account managers) to solve issues and/or explain nice internal processes
- Experience in Order Processing Management position - advantage
- High level of technical skills: Excel – advantage, Oracle - advantage
- Past knowledge of BI and Oracle systems – advantage
- Management skills – influence without formal authority, prioritize, follow on execution etc
- High level in English
- Service oriented and good interpersonal skills
- Flexibility in working hours: late shift, end of quarter, booking closure
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Desk Based Sales Professional Resume Examples & Samples
- Typically responsible for a small number of medium sized accounts, or in some instances, as the single point of contact for one large client e.g. a government body
- Whilst generally engaged in traditional business opportunities, in some instances (e.g. in a specialist capacity) to use their in depth knowledge to operate on higher value / more complex product / solutions that span across a number of ICT chapters
- At least 3 year of experience
- Evidence of driving up revenue growth and customer satisfaction
- English Fluently
- For Desk Based Specialists - in depth knowledge across the ICT chapters
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RPS Sales Desk Specialist Resume Examples & Samples
- Partner with FAs, Bankers, Sales teams and internal partners through sales process
- Facilitate proposal process
- Maintain active pipeline measurements via centralized CRM tool
- Serve as liaison between many internal teams and the end-client
- Serve Advisory as remote Retirement Sales Specialist
- Maintain & develop knowledge of products
- Responsible for driving growth in RS within assigned sales territory
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Sales Desk Manager Resume Examples & Samples
- Provide overall strategic direction to internal sales consultants and illustration specialists
- Coordinate with counterpart sales desk manager to ensure each desk is working in unison to accomplish tactical directives and meet sales goals
- Assist in development of candidates for future field leadership opportunities
- Evaluate, manage and develop all internal sales associates
- Work and collaborate within the sales and marketing organization as a member of the management team to champion efforts on the sales desk
- Collaborate and influence new product and marketing strategies with business partners
- Coach and monitor the development & execution of business plans
- Work with FLDP team and management to coordinate initiatives
- Life and Annuity product expert
- Travel when necessary for training and relationship building
- Day to day management of the desk including CTO computation, measurement of metrics, sales desk training, goal tracking, work day and phone coverage scheduling, and development and implementation of training programs for new hires; responsible for
- Performing annual and quarterly performance reviews
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Senior Associate, Tactical Sales Desk Resume Examples & Samples
- Fielding of inbound calls from agents in regards to life products and identify selling opportunities
- Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities
- Work closely with the Life Consultants to develop and execute an appropriate business plan to maximize territorial sales
- Become a specialist in New York Life insurance products
- Identify and convert dormant responsibilities into producing representatives
- Utilize New York Life databases to create and maintain representative profile levels and data on current and proposed sales activity
- Assist in training of new associates
- Bachelor degree preferred or equivalent work experience
- Prior insurance or investment sales experience a plus
- Must be able to obtain Life/Health Series 6 & 63 licenses within 60 days
- Must have the ability to work independently and in a team environment
- Possess excellent oral and written communication skills and interpersonal and customer service skills
- Must have strong relationship building skills
- Must be a detail-oriented, well organized and self starter with high energy and creativity
- Proven ability to pay attention to detail and multitask
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Branch Universal Sales Control Desk Resume Examples & Samples
- Superior unsecured products /procedures / technical knowledge
- Good analytical & training skill
- Strong communication. Good interpersonal skill and be influential
- Self-initiative and positive sense of task ownership
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RPS Sales Desk Specialist Resume Examples & Samples
- Initiate re-pricing process for 25k+ existing accounts transitioning to new fiduciary offering
- Assist FA through transition process including proposal iterations, investment modifications and client documentation
- Initiate all new sales proposals including validation of advisor accreditation and documentation of profiling information
- Revisit opportunities in the existing sales pipeline to reissue client proposals using the new offering
- Series 7 and Series 66 required (or ability to obtain within 120 days of employment)
- Insurance Licensed: must be Life & Variable Annuities licensed (or ability to obtain within 30 days of employment)
- At least five years’ experience with retirement plan sales and/or retirement plan centric client service
- Strong technical expertise in retirement plans required. Knowledge of DC, DB, SEP, SIMPLE & NQDC competitive landscape preferred
- Ability to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner
- Strong interpersonal/rapport building skills are required to build relationships with Priority FAs and prospective clients and to enhance Bank of America Merrill Lynch’s image in the Retirement marketplace
- Proficiency in use of MS Office suite of tools
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Sales Desk Manager Resume Examples & Samples
- 2+ years of dealership finance experience is required
- Prior automotive sales management experience is a plus
- A team player focused on providing exemplary customer service
- Ability to be analytical, problem solve and multi-task
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Annuity Sales Desk Manager Resume Examples & Samples
- Lead and coach team of internal associates to drive sales and department initiatives
- Coordinate meetings and advanced training with third party asset managers
- Analyze inbound and outbound call statistics to identify and report trends and recommendations to senior management
- Sets performance standards, review performance, provide regular and ongoing feedback to associates
- Ensures internal associates are working as a team with their assigned Retirement Solutions Specialist(s) to achieve common territory goals
- Works closely with other members of management to develop and implement staffing and operational plans
- Develops and implements specific training plan based on core skills and when practicable, “stretch” assignments
- Series 7, 66 or 63/65 required, Series 24 preferred or within 12 months of hire
- Life and health insurance license required
- Ability to work well with colleagues across a diverse range of working groups
- Thorough understanding of investment products and asset allocation
- Understanding of the markets and their effect on demand for various products
- Excellent problem-solving and business judgment
- Excellent Written and Verbal Communications skills
- Microsoft PowerPoint, Excel, and Word Proficient
- Advanced Certification such as CIMA, ChFC, CMFC, CFS, CFP, or CFA a plus
- Sales Desk, External Sales, Management or Product Specialist experience preferred
- 5+ years’ experience in Wealth Management or Asset Management
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RPS Sales Desk Specialist Resume Examples & Samples
- Oversee team responsible for processing incoming sales proposal requests
- Ensure proposal requests are processed in a timely manner
- Handle escalated proposal requests
- Serve as a liaison between BAML sales team , BAML pricing team and Advisor Alliance partners
- Identify opportunities to implement efficiencies within the sales proposal process
- Maintain and develop knowledge of products
- Assist sales management team in development of marketing materials, sales resources and third party relationship management
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Divisional Sales Desk Manager Resume Examples & Samples
- Manage a team of Investment Professionals to generate results and work towards sales goals. Sales team primarily focused on advisors in the Independent Channel but may grow to other channels as team evolves
- Leadership/Coaching of multiple roles within team. (Internals, Hybrids)
- Provide on-going coaching, training and feedback to enhance the effectiveness of IMAs
- Collaborate and strategize with Sales desk leadership to implement and drive effective internal and external partnerships
- Conduct team meetings and discussions to facilitate idea sharing/best practices and improve sales acumen
- Represent the sales desk through presentations and client meetings
- Minimum 3 years of Sales Management experience
- 5+ years relevant financial services and/or asset management experience
- Series 24 will be required, in addition to Series 7 and 66
- Sales acumen and wholesaling experience preferred
