Client Advisor Account Executive

Andrew J. Healy

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

Little Neck, NY, 11363 Cell: 516-***-****

WORK EXPERIENCE

Yelp

June 2021 - Present

Account Executive

Quarterbacked the full sales cycle through multiple channels: making introductory calls, responding to inbound inquiries, assess business goals through qualifying, closing the deal, and owning the upsell/expansion

Managed my own opportunities and territory: cultivated new leads and develop/maintain my pipeline

Adapt product recommendations quickly to suit evolving client needs - asking probing questions and handling objections will be critical to your success

Worked among team members and managers to help each other improve sales skills and practices

Handled, diffused, direct customer feedback through appropriate channels

Mizuho Bank, Ltd.

February 2019 – May 2021

Credit and Loan Analyst – Middle Office

Reviewed existing and new loan details and agreements and input all information into system as well as worked directly with the front office to make sure everything was as they agreed upon in the deal.

Responsible for reviewing work of a team of 20 from the back office.

Acted as the spokesman between the front and middle office and was familiar with both functions to make sure everything was processed in a smooth and timely fashion.

Aided the Project Finance Team on all aspects of their deals from start to finish.

Used MIPS, ACBS, OnBase, and various other systems in order to process each loan our team covered.

Fortis Lux Financial – MassMutual

March 2018 – February 2019

Financial Advisor

Part of a team of 12 financial planners working to grow our practice.

Create book of business from leads provided through cold calls and referrals.

Lead all new associates in basic training and coordinating meetings.

Used data from clients to construct financial plans that best suited them based on various assumptions and goals the client and team discussed and decided on.

Northwestern Mutual, Melville New York

May 2016-February 2018

Intern – Financial Representative – Financial Advisor

Learn the insurance industry and sales skills from experienced advisors who had existing books of business.

Responsible for developing, growing, and running my own practice by reaching out and creating relationships with prospective clients from my personal and warm network.

Learn products and industry well enough to convey the ideas and products to clients along the way to creating a trusted client advisor relationship.

Develop and grow my own personal book of business with both warm and cold leads.

Ensured clients would be financially sound no matter what obstacles came their way.

Help clients make the most of their disposable income through investing and advisory services in order to help them reach their goals.

Top 2% of interns in the country (2016)

Achieved New York Life Accident and Health, Series 6, Series 63

EDUCATION & PROFESSIONAL CREDENTIALS

West Virginia University

Bachelor of Science in Business Administration, Finance, 2016

Business and Finance GPA: 3.6

Personal & Collegiate:

Eagle Scout, Troop 336, Lynbrook, New York

oCompleted over one hundred hours of community service and projects.

NYC Marathon

oRaised over $3,000.00 for NYRR Team for Kids

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