ANGELA ROBERTSON

Charlotte, North Carolina

850-***-**** ad4nr0@r.postjobfree.com

SUMMARY

Financial/Estate Planner with over 20 years of financial and insurance sales experience, 6 of those years spent managing. Background includes in-home sales, new home sales, vacation ownership sales, annuity sales, estate planning, long term care and life insurance sales and analyzing financial needs of clients. Strong listening and presentation skills, able to provide top notch customer service with a smile under any circumstances while leading a team. Tremendous work ethic and can-do attitude.

PROFESSIONAL EXPERIENCE

Clear Water Concepts September 2017 – Present

In – Home Sales Representative

• Receive pre-set appointments and visit clients in their home

• Analyze water quality using EPA field testing kit

• Determine if water conditioners are needed

• Review options with pricing with homeowners

• Close system sales in a range of $5,000 - $10,000

• Received Agent of the Month award

Rainsoft – Carolina Water Systems September 2015 – September 2017 In – Home Sales Representative

• Received pre-set appointments and visited clients in their home

• Analyzed water quality using EPA field testing kit

• Determined if water conditioners were needed

• Reviewed options with pricing with homeowners

• Closed system sales in a range of $5,000 - $10,000

• Received Agent of the Month award 13 different months

• Ranked Nationally in the top 10 Sales Representative Category NVR Inc., (Ryan Homes) January 2015 - August 2015

Sales & Marketing Representative

• Build excitement and urgency for the customer

• Demonstrate the model home and available home sites

• Communicate value to our buyers through in-depth needs analysis

• Performing cost-estimates

• Pre-qualify buyers for financing

• Presenting purchase agreements

• Assisting my customers in matching the correct financing program to their needs

• Demonstrating home-sites/lots

• Set up and attend pre-construction, pre-drywall, pre-closing and 30-day post closing buyer meetings

• Field and drive resolution to buyer / community calls/issues

• Understanding and demonstrating blueprints/site-plans

• Responsible for determining and collecting all customer down payments

• Influence the sales process and home-buying decision

• Maintaining the overall image of the community

• Use my creative ability to initiate target marketing through means such as direct mail, referral parties, grand opening celebrations and Realtor/Broker presentations.

• Utilize my strong and proven closing techniques in order to make the sale

• Establish and maintain long-term relationships with customers as well as realtors Wyndham Worldwide September 2011- February 2013

Front Line Sales Representative

• Conducting tours with prospective owners

• Qualifying prospective owners financially

• Educating prospective owners about the value of becoming an owner

• Researching visitors likes and dislikes and presenting vacation ownership packages that fit their vacationing habits and budget

• Training new Sales Representatives

• Maintaining a high standard with volume per guest

• Earned Pinnacle Club status March through December

• Nominated for Rookie of the Year 2012

• Number 1 sales volume for sales site 2012

• Back-end Closer for other sales agents

Quest Financial Services August 2006-March 2012

Legal Expense Agent/Estate Planner

• Making first contact with clients

• Writing living, revocable trusts

• Selling annuities as an add on

• Responsible for meeting/exceeding monthly quota/sales goals

• Weekly Travel approximately 500 miles

• Client follow-up to ensure delivery and completion of trusts

• Planning and conducting informational seminars

• Cold calling

• Revisiting leads to sell at a later date

• Mailing all paperwork weekly to meet deadline

• Ensuring all signatures and required paperwork is complete

• Attending weekly conference calls

• Advising clients on state and federal tax laws/changes

• Top Agent in the Nation for 4 non-consecutive years

• Received many rewards for exceeding sales goals

• Closing ratio 94%

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