Customer Service Business Development

James “Ron” Allred

**** ***** ****** § Lubbock, TX 79423 § ' 806-***-**** § * ***.******@*********.***

Area / District Management – Sales / Account Representative

Energetic and results-driven professional with excellent qualifications to oversee all day-to-day sales and sales management activities. Skilled at implementing strategic sales, business development, territory, and account management strategies as well as recruiting, training, and motivating high performing teams. Proven success in delivering revenue and profit gains, growing accounts, and increasing productivity in a competitive market. Use strong interpersonal skills to build productive working relationships with customers, co-workers, and management.

Highlights of Qualifications

High-energy and accountable individual who excels in challenging, demanding, and competitive environments recognized for high ethical standards, professionalism, integrity, and exemplary relationship building skills.

Execute successful sales, business development, account, and territory expansion strategies, deliver professional sales presentations and consultations, and utilize various techniques to close new business with prospects.

Tireless prospector and networker with a keen interest and ability to build rapport, establish relationships, and nurture on-going communications with customers and key decision-makers to achieve business/sales goals.

Areas of Strength

§ Sales Management & Leadership § Territory/Account Management § Financial/Trend/Data Analysis

§ Managing the Entire Sales Process § Motivating Individuals & Teams § Accelerating Revenues/Profits

§ Recruiting/Hiring/Training Teams § Market Penetration and Growth § Consultative / Solutions Selling

§ Sales/New Business Development § Building Relationships / Rapport § Negotiations & Closing Sales

Professional Experience

Practice Manager / Financial Advisor, New York Life, Lubbock, TX 2018 – Present

Held fully responsible for leveraging high energy, strong consultative sales and new business development skills, and excellent leadership abilities to manage day-to-day activities of a growing financial services practice. Direct accountability for successfully completing all aspects of the sales lifecycle from prospecting to closing new sales.

Apply a strong aptitude for building rapport quickly with individuals, providing consultation and advisement, establishing trust and confidence, and using effective selling techniques to increase sales and productivity.

Maintain the highest levels of professionalism and integrity while working with and relating to a diverse customer base and continuously seek ways to add value, improve customer relationships, and increase sales/revenue.

Prospect and attained clients via phone calls and face to face visits and help clients identify and achieve their financial goals by offering a comprehensive array of financial products and services according to client needs.

Utilize principles, theories, and concepts of investment vehicles/instruments, risk management and mitigation, and portfolio design and management to provide professional service and support to a highly diverse clientele.

Explore business development opportunities uncovered through networking efforts and referrals from current clients, conducting sales calls to prospects, and managing existing accounts/relationships in book of business.

Proactively develop and manage account base with the goal of consistently maximizing and capitalizing on all sales and business development opportunities as well as increasing customer satisfaction, retention, and loyalty.

Recognized consistently for outstanding performance and results, exceeding aggressive sales goals/objectives, developing and retaining accounts, and receiving feedback from customers for excellent service and support.

Professional Experience (Continued)

Practice Manager / Financial Advisor, Edward Jones, Lubbock, TX 2013 – 2017

Directly accountable for displaying leadership, communication and relationship building skills, and excellent sales abilities to maintain a high level of sales growth and customer satisfaction. Managed the sales process including prospecting, approaching, identifying client goals/needs, presenting products and solutions, and closing sales.

Provided a superior customer experience by exceeding expectations through a focused sales and service approach, displaying detailed knowledge of financial products, and by building rapport with new and existing customers.

Exhibited an excellent ability to identify and understand client financial goals, strategize a sound financial plan, provide advice and guidance, and to use effective selling techniques to consistently increase productivity.

Supported company sales and business development goals, worked well in a demanding environment, and used strong organizational and leadership abilities to ensure positive results and efficient day-to-day operations.

Upheld a positive image of the company while actively contributing to customer service objectives and quality standards by evaluating results, addressing needs, and analyzing/responding to customer and team feedback.

Continually developed and maintained strong knowledge of financial/equity markets, modern portfolio theory and investment analysis, and stocks, mutual funds, and other products to provide value-added client support.

Area Sales Manager, Coca Cola, Lubbock, TX 2002 – 2013

Maintained full responsibility for demonstrating extensive product, market, and industry knowledge to execute sales strategies in all local, regional, and national FSOP assigned accounts. Directly accountable for negotiating multiple beverage and food service contracts, completing RFPs, and improving account satisfaction and retention.

Monitored, tracked, and analyzed overall performance and operations to ensure adherence to the highest levels customer service/satisfaction, sales effectiveness, productivity, efficiency, and quality standards at all times.

Ensured the complete development, training, and management of personnel, participated in hiring decisions, and established performance goals and expectations including the oversight of individual and team performance.

Supported the overall success of the company by creating an environment that consistently met/exceeded all sales goals, empowering employees, building a cohesive team, and by facilitating a customer-focused culture.

Managed strategic/tactical business activities to identify, capture, and help sustain business expansion/growth, established customer and business relationships, and effectively used assets and resources to achieve results.

Produced timely and accurate reporting of business/sales pipeline, territory activities, and account management strategies while also serving as the go-to person for product, customer, demographic, and market knowledge.

Quickly addressed customer needs and requests, resolved any issues or concerns in a timely manner, adhered to all customer service standards and procedures, and consistently delivered complete customer satisfaction.

Maintained open communication with sales team to reinforce sales plans and goals, ensured performance met or exceeded expectations, and provided positive, constructive, and timely feedback to motivate and coach staff.

Cultivated a reputation for successfully driving sales and account growth, closing new business in a competitive marketplace, and for maximizing profitability and increasing revenue in line with sales goals and objectives.

Education

Master of Business Administration (MBA), Texas Tech University – School of Business, Lubbock, TX

Bachelor of Business Administration (BBA) in Management, Texas Tech University, Lubbock, TX

Military: Aircraft Technician, U.S. Air Force, USAF Aircraft Structures School, Reese AFB, TX (Seven Years)

Computer: Microsoft Office (Word/Excel/PowerPoint), Analysis, Forecasts, Reports, Research, Presentations

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