High School Sales

Alisa Wilkins

Email: ********@************.***

Address:

City: Paradise Valley

State: AZ

Zip: 85253

Country: USA

Phone: 206-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Award-winning sales executive with 14 years experience. Exceptional leader and dedicated closer with an extremely positive attitude. Solid experience achieving increasing sales goals.

Educational Background:

High School Dipolma from University Of Washington School of Law, Seattle WA 1/2001 to 6/1995 (LAW)

High School Dipolma from University of Washington, Seattle WA 1/2001 to 9/2012

High School Dipolma from University of Washington, Seattle WA 1/2001 to 9/2012

Job History / Details:

Executive Profile

Award-winning sales executive with 14 years experience. Exceptional leader and dedicated closer with an extremely positive attitude. Solid experience achieving increasing sales goals.

Skill Highlights

Technically competent

Outstanding relationship building skills

Negotiation skills

Presentation skills

Comprehensive solution experience

Superior relationship and client retention experience

Polished interpersonal and communication skills

Core Accomplishments

Active and valid NASD Series 7, 63, 66, 9 and 10 licensed. Washington State Insurance Licensed and Notary. Dual Bank employee. Maintained and managed 400 plus client households and 250 to 300 million dollars in assets yearly with over 95 percentage retention. Provided financial planning and Banking guidance to those households so that they could meet their retirement or individual financial goals with 100 percentage satisfaction. Superior 80 percentage contact of assigned households per quarter with face to face meetings and phone calls. Most Dedicated and Positive attitude awarded by colleagues 2011.

Professional Experience

July 2000 to December 2011

Charles Schwab Inc. Lynnwood, WA

Vice President-Financial Consultant

Series 7, 63, 66, 9 and 10 licensed. Washington state Insurance licensed and notary. My position was to help anyone who sat in my office become financially fit. I provided investment guidance and advice primarily through face to face meetings. I had to work to grow my practice through client referrals, marketing events, and proactive calling to prospects. My ultimate goal was to help my client but also to provide Schwab financial products and create revenue. I was also a dual Schwab Bank employee and provided banking products as well.

November 1997 to June 2000

Morgan Stanley Dean Witter Seattle, WA

Financial Consultant/Stock Broker

Provided stock guidance and financial products to current client base. Called 50 to 100 potential clients per day to increase client base. Awarded most successful new employee 1998.

Education

1995 University Of Washington School of Law Seattle, WA

J.D. LAW

1992 University of Washington Seattle, WA

Bachelor of Arts Society and Justice

1992 University of Washington Seattle, WA

Bachelor of Arts Sociology

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