Call Center Account Executive
Resume:
Michelle Wood
********@*****.***
Highlands Ranch, CO
I am seeking a part-time position for office support to utilize my
talent working with new and existing clients in efforts to
educate, advise and establish further successful business
relationships.
Authorized to work in the US for any employer.
Work Experience
Sales Assistant
MSCCM – Mountain States Commercial Credit Management
Englewood, CO
12/2017-01/2025
Outbound calls qualifying leads for business credit reports and
collections. Setting appropriate meetings via Teams.
Selling Industry Groups which includes credit reports.
Helped moderate industry group meetings.
Marketing and Selling Education for accounts receivable teams.
Account Executive Transfirst LLC
Aurora, CO
08/2013 – 04/2015
Call center outbound sales to businesses selling a wide range of
merchant services. Accomplishments Top 10 revenue producer
consistently met or exceeded quota. Skills Used Relationship
building, needs analysis, cost analysis, sales and problem
solving.
Investment Consultant
Charles Schwab
Lonetree, CO
10/2005-08/2013
Work to identify and understand client goals and objectives.
Recommend appropriate investment vehicles to meet needs
Gather assets, educate clients, and advise appropriate product
and cross sales.
Average quarterly Net New Assets (NNA) $25,000,000
ADDITIONAL INFORMATION
Key Skills
Extensively successful at relationship building with the ability to
reach above and beyond a client’s stated need. Previous Series
7, Series 63, and Series 65 Registered Investment Advisor.
401K and Rollover Specialist, Investment Specialty Sales,
Annuity Sales, Fixed Income Sales, B2B Sales prospecting &
closing business.
Contact this candidate