Customer Service Sales

John Matthew ("Matt") Davis

*** ********** ****, ***. #**, Greenville, South Carolina 29609

Cellular: 251-***-**** / E-Mail: *************@*******.***

Experienced Sales/Financial Planning Professional (+ B.S. Degree)

with professional experience and strong skills in the following areas:

? Financial Planning ? Group & Individual Presentations ? Client Need

Assessments

? Closing the Sale ? Providing Excellent Customer Service ?

Meeting/Exceeding Company Objectives

? Helping Clients Forecast Possible Investment Goals and Financial

Objectives

Profile:

. Background encompasses professional business experience utilizing a

strong work ethic, an attitude to "go the extra mile," and a willingness

to analyze and learn new information quickly to serve customers more

effectively.

. Strengths: Able to foster positive, productive relationships with

customers, co-workers and other involved entities; brings enthusiasm to

daily tasks; excellent communication skills; self-motivated; achievement-

oriented; works well independently or in a team environment; skilled at

multi-tasking; highly responsible; dependable.

. Computer experience: Word; Excel; PowerPoint; Access; Outlook; various

hardware applications.

Areas of Expertise:

? Sales ?

Developing New Clients

? Educating State Employees (Financial ? Advising

Clients

Planning) ?

Creating Sales Packages to Fit Customer Needs

? Generating Lists of Prospective Clients ?

Utilizing Knowledge of Complete Sales Process

? Discovering/Qualifying Customer Needs ? Customer

Service

? Marketing ? Client

Problem Solving

? Providing Financial Strategies ? Maintaining

Product Set & Inventory Control

? Special Promotions ? Monitoring

Processing of Customer Loans

Education / Licenses:

Bachelor of Science, Major in Family Financial Planning & Counseling

(August 2008)

The University of Alabama, Tuscaloosa, Alabama

South Carolina Life, Accident and Health Insurance License

Professional Experience:

? Dillard's, Greenville, South Carolina

October 2012 to Present

Sales Associate

. Retail sales of Women's Shoes.

. Provide excellent customer service.

. Developed extensive product knowledge to increase sales.

(Continued on next page)

Professional Experience:

? Portrait Innovations, Tuscaloosa, Alabama

2009 to 2012

Photographer / Sales Specialist

. Sales of photography services to clients.

. Conducted customer need assessments.

. Sales presentations.

. Closed the sale.

. Provided excellent customer service.

? Valuteachers, Tuscaloosa, Alabama

2009 to 2010

Retirement Specialist

. Sales of life insurance and annuities to state employees.

. Conducted one-on-one and group presentations.

. Assessed client needs.

. Closed the sale.

? Massmutual, Birmingham, Alabama

2009

Financial Services Professional Specialist

. Sales of life insurance and annuities to clients.

. Conducted one-on-one, family and group presentations.

. Assessed client needs.

. Closed the sale.

? The University of Alabama, Tuscaloosa, Alabama

2004 to 2008

Teacher Assistant

. Lab worker in lab setting.

. Assisted students (information technology).

? Davis Photography, Mobile, Alabama

2001 to 2003

Administrative Assistant

. Office/clerical responsibilities.

Internship:

? Community Home Lending, Inc., Tuscaloosa, Alabama

2007 (Summer)

Intern

. Monitored the processing of customer loans through the closing process.

. Observed loan originators' work with loan processors to coordinate the

collection of all information necessary to ensure completeness of loan

files.

Volunteer Experience:

? Community Service Center, The University of Alabama, Tuscaloosa,

Alabama 2004 to 2005

Mentoring Program

. Placed students in agencies to conduct volunteer duties and activities.

. Performed various administrative/office duties.

References Available Upon Request

Contact this candidate