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Antonio
Sales Account Specialist with 5+ years in financial services and client management
Contacto
Competencias
Experienced in managing the entire sales process from lead generation to closing deals across multiple industries.
Proficient in using CRM systems for tracking sales, client data, and pipeline management.
Led and coached sales and support teams to improve performance and productivity.
Managed client relationships, generated leads, and maintained pipeline accuracy.
Worked in financial and insurance sectors, handling policy renewals, insurances, and loan processes.
Educacion
Idiomas
Resumen
Versatile sales specialist with over 5 years in financial services, insurance, and client management. Proven success in managing full sales cycles, team leadership, and client portfolios. Skilled in CRM tools, lead generation, and achieving targets.
Logros Clave
- Managed full sales cycle at Synergetic Communication INC, exceeding monthly targets and increasing client retention.
- Led teams at Villanueva's Multi Services to improve productivity, quality control, and adherence to deadlines.
- Generated and qualified leads at CounselFi, maintaining CRM accuracy and managing client portfolios.
Experiencia
Sales Account Specialist
Closed inbound and outbound deals within financial services, Managed full sales cycle using CRM tools, Achieved and exceeded monthly sales targets, Coordinated with internal teams to improve conversion and retention
Supervisor
Led and coached tax preparers and data-entry staff, Improved productivity, quality control, and deadline compliance
Account Executive
Generated and qualified leads for financial products, Closed sales and managed client portfolios, Maintained CRM accuracy and pipeline reporting
Founder
Insurance Broker
Policy renewals, inspections, COI management, AMS 360 operations and audits