Sales Office Assistant

Carl Eppers

*** ******* ******; Apt. A

New York City, New York 10002

716-***-**** . ***********@*****.***

Education

State University of New York College at Geneseo

Bachelor of Arts, Geography; Minor, International Relations (December

2011)

Experience

Victory Fix 04/14 - 8/14

Refurbishing Consultant

< Assisted owners with Client Relations

< Worked directly with owners to enhance product turnover

< Refurbishing devices (iPhone, iPad, Android, ect.), and trained staff

Mass Mutual Financial Group, Buffalo, NY 04/12 - 04/14

Financial Advisor

< Generated leads through Personal Network, Referrals, and Cold Calls

< Majority of sales calls were Cold Calls- 100 Calls per Day

< Personally helped clients through all aspects of the Sales Cycle

< Review and analyze client's financial data, investment goals, and

risk profile and recommend fiscal and tax planning strategies and

investment platforms

< $1.1 million under personal management

( Awarded Mass Mutual's Cruise competition winner & MassMutual's

Rising Leader designation

( Assisted Senior sales Managers with trainings

Northwestern Mutual, Buffalo, NY 12/11 - 04/12

Financial Representative Internship

< Procured leads through Personal Network, Referrals, and Cold Calls

< 100 Cold Calls per Day

< Individually helped clients through the Sales Cycle

< Mentored by a top-producing representative observing his skills in

client relations, risk analysis, sales and marketing in a real-world

business environment

< Assessed client's personality, goals, and financial background and

recommended insurance, investment, and budget solutions

SUNY Geneseo, College Advancement Office, Geneseo, NY 2008 -

2011

Office Assistant / Fundraising

Contacted alumni and secured donations for the college utilizing

verbatim scripts and strong communication skills. Demonstrated ability

to build rapport. Regularly met fundraising goals individually and as a

team member. Follow up contact with alumni to express appreciation for

support and foster strong alumni relationships.

Professional Development / Education

Sandler Sales Training Course (2012) - Three day-long comprehensive sales

cycle training

Mass Mutual Boot Camp Training (May 2012) - Intense training program on

the sales process with an emphasis on building effective client

relationships, discovering a prospective client's needs and designing

creative solutions, and Life, Property & Casualty, Long Term Care, Quiet

Care, Disability, Health Insurance and Investment products.

Northwestern Mutual Fastrack Sales School (April 2012) - Program

focused on the skills necessary to develop a successful practice and the

art of building a financial services clientele.

Licensure/Certifications

Licensed in New York State: Life, Accident & Health, Personal Lines

of Property and Casualty

Series 6 and Series 63 certification, Long Term Care, Quiet Care

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