Sales Manager

Jorge Quezada

**** ****** ******, *****, **, ****1

**********@*****.***

Mobile 646-***-****

EXPERIENCE

Bank Of America & Merrill Lynch New York, NY 10/19 - Present Financial Advisor Trainee - Relationship Manager

● Completed Securities Industries Exam (SIE). Currently preparing for FINRA Series 7 License Exam.

● Identify prospective clients in need of investment guidance while recommending financial plans and strategies custom to each individual.

● Responsible for developing and managing client accounts, and proactively identify issues.

● Prepare monthly and quarterly internal and external budget reports and financial statements for stakeholders. J.P. Morgan Chase Brooklyn, NY 01/19 - 05/19

Relationship Banker

● Achieved 80%+ retention rate by managing existing/prospective client portfolios and showcasing products, solutions and benefits tailored to client’s needs.

● Partnered closely with clients to ensure financial goals & objectives were attained by implementing key processes.

● Prepared for FINRA Series 63 & 66 License Exams

North Star Auto Mitsubishi & Kia Queens, NY 06/18 - 12/18 General Sales Manager

● Managed and trained a team of 10+ Sales/Leasing consultants; while optimizing efforts to meet/exceed established monthly goals.

● Achieved monthly average gross sales of 200K+, which is equivalent to ~28% increase over 6 months.

● Created annual vehicle sales forecasts for new and used departments. Partnered with sales managers to plan and implement objectives for achieving sales and gross maximization.

● Developed/verified contracts and invoice payments including receivables & payables to ensure accounting accuracy.

Bay Ridge VW, Volvo & Mazda Brooklyn, NY 10/11 - 05/18 Sales Manager

● 2016 Top 5% Producer in the U.S. for Volkswagen of America.

● Anticipated sales and expense goals monthly and annually to prepare a departmental operating budget.

● Held scheduled sales trainings and meetings to plan and implement automotive sales objectives for effective functioning of sales programs.

● Monitored departmental customer satisfaction ratings and ensured potential buyer follow up to develop, execute and supervise sales control system.

● Responsible for purchasing, appraising and managing inventory. Open Road VW & Audi Brooklyn, NY 10/10 - 09/11

Client Advisor

● Understanding the characteristics, capabilities, and features of all cars, and providing the potential customer with detailed information, including comparing different competitive models.

● Maintaining recording structures’ and recording sales inventory on CRM software.

● Established long term relationships with customers with a pattern of repeat sales, client loyalty and referrals. EDUCATION

Queens College - Attending BS in Accounting Queens, NY - Present LaGuardia Community College - AS Business Management Queens, NY - 2015 SKILLS & TRAINING

● Microsoft Office, CRM, Salesforce

● Grant Cardone Certified Sales Training, FINRA Securities Industries Exam (SIE)

● Fluent in Spanish

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