JASON S. PRUETT

aduxm6@r.postjobfree.com; 806-***-****

SUMMARY OF QUALIFICATIONS

Organized, motivated professional with more than 15 years of achieving and exceeding individual and company sales goals. Strong, results-driven performer, great communicator, team player, and Microsoft Office, Sales Force and Goldmine expert user. Recognized for consistently exceeding customer expectations and building client relationships working with staff and senior level executives. Drives new projects and innovations through critical thinking and empowerment; and translates organizational needs into concrete, actionable initiatives.

WORK EXPERIENCE

Wells Fargo

Phone Banker, January 2020 – Present

Identified customer needs, requirements, and recommended appropriate financial products and services

Ensured compliance to establish guidelines while processing customer transactions

Handling of workflow scheduling, transaction approval, and processing transaction disputes for customers

Recommended alternate channels and cross-advised bank services and products

Assisted customers in safe deposits, ATM processing, and other crucial transactions

Processed banking transactions accurately and efficiently

Adhered to established policies, procedures and guidelines

Handled inquiries and more complex transactions

AT&T/DirecTV

Retail Sales Consultant, April 2018 – December 2018

Sell DirecTV, U-Verse TV, internet plans, postpaid/prepaid and upgraded cell phone plans, and equipment

Coordinate Sales through OPUS database and schedule installations as needed

Collaborate with customers to provide overall billing savings.

Continuously follow up with customers post installation(s) for feedback on the new products.

Torchmark Corporation/Globe Life & Liberty National Life Insurance

Retention Representative, Part-time, 2012 – April 2018

Consistently one of Top 3 Retention Representatives

Follow up with customers, review coverage levels, customize quotes to individual needs.

Provide excellent customer service with goal of policy reinstatement for lapsed policies.

ProfitStars/Jack Henry and Associates 2007-2018

Inside Sales Manager, 2010 - 2018

Sell Microsoft 365 Cloud-based software to financial institutions

Sell RemitPlus check processing system to municipalities and coops across the United States

Provide customer product education via WebEx.

Coordinate weekly with Product Specialists, outside sales staff, and COO to drive continuous sales growth

Serve as liaison between company and reseller vendor.

Maintain customer database of more than 150,000 contacts.

Inside Sales Representative, 2007-2010 with AudioTel Corporation (before buy out by ProfitStars)

Top inside Sales Representative for profit attainment

Responsible for entire call cycle, including request for proposals, cold-calls, referral calls, product education, and collaboration with outside sales staff to achieve high closure rate.

DISH Network, LLC

Account Executive, Southwest Region, 2006 – 2007

Promote DISH products to potential outside vendors

Provide support (technical, issue resolution, and promotional) to retail outlets

Consistently recognized for sales excellence

Established pricing structure for outside vendors

Community Banking Systems

Inside Sales Representative, 2005 – 2006

Coordinate with customer/C-suite staff to promote products

Generate leads and collaborated with outside sales to achieve sales

Respond to incoming phone calls from customers seeking technical information, quotes, and order placement

Tulsa Independent School District

Substitute Teacher, 2005

K-12 substitute as needed

EDUCATION

Texas Tech University, Lubbock, Texas B.A. in General Studies (Communications, Psychology, and Exercise and Sports Science), December 2004

GPA: 3.20; President’s Honor List, Fall 2004; Dean’s Honor List, Fall 2000

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