Sales Consultant & Customer Success Specialist
Resume:
Henry Martin
***********@*****.***
OBJECTIVE:
Seeking a challenging position with opportunities
for growth and an expansion of knowledge.
QUALIFICATIONS:
*Organized *Ability to Close Sales
*Persuasive
*Exceptional Customer Service Skills
*Bilingual English/Spanish
*Great Sales Skills
*Actively Share Knowledge and Information.
*Goal Oriented *Problem Solving and Listening Skills
*Great Communication Skills
*Great Work Ethic, Attention to Detail
*Determined/ Hard working
*Eager to expand knowledge
*Resourceful *Self- Efficient
*Team Player *Reliable
EDUCATION:
Brownson Technical School,
Anaheim, CA (2010)
Certificates of Completion: Basic
Electronics, Troubleshooting, Customer Service
EXPERIENCE:
Sunfire Construction INC, Riverside CA. 6/21- Present Sales Consultant/ Product Advisor/ Appointment Setter/ Account Manager * Remote/ In- office/ Onfield
- Executed renovation services including Windows, HVAC, Roofing, Solar/ Batteries, Electrical, Carpentry, etc.
- Built and maintained strong customer relationships, leading to repeat business and referrals.
- Tracking all work orders in the internal system, including entering materials used, invoicing and billing clients for work performed
- Developed accurate estimates, material take off lists, and critical path schedules for various projects.
- Take inbound calls from the lead source and set appointments.
- Close appointments I set for myself. ( Made M2B 3 months in a row, meaning I closed more than 8 appointments for the month that went into install). All while maintaining a 90% actuality INSTALL percentage.
- Created an online presence and leads BY CREATING A CUSTOM AD FOR FACEBOOK, INSTAGRAM, etc, for all the services we offered.
- Educated customers on all their options including LOANS, PPA, LEASE & rebate programs available. - Ran the call center & created scripts for the call center which used a dialer with uploaded leads.
- Helped the CEO find and partner with multiple finance companies.
- Helped the CEO find and use multiple design and estimate tools like Aurora, SOLO etc.
- Attended and hosted weekly training meetings
Xpress HVAC, Orange CA. 7/19- 5/21
Lead Sales Developer *Remote/ In-office/ Onfield
-Present customers with full line HVAC & indoor air quality products/services.
- Answer customer questions regarding products,
prices, availability.
-Attended trade shows and sales conferences.
-Collaborate with colleges to exchange selling strategies
& marketing information.
-Created sales promotions, provided leadership &
instructions to service techs, to increase sales lead Action Duct Cleaning, Altadena CA. 2/17-7/19
HVAC Account manager,Sales representative,Estimator, Onfield salesman and Service advisor. * Remote/ In-office/ Onfield
- managing old and new HVAC accounts.
- email marketing as well as on field marketing.
- supervising projects from beginning to end, monitoring to make sure job goes as sold.
- write up daily proposals based on commercial/industrial mechanical floor plans/ job walks.
- Hosted and ran a booth at multiple
conventions.(IHACI,NADCA) - Daily bidding on multiple commercial/industrial projects off of mechanical floor plans/ job walks.
-Traveled California conducting job walks then sending proposals. AFORTUS FINANCIAL, California Branch, ARCADIA, CA. 1/15- 2/17
Life Insurance Agent * Remote/ Onfield
- Developed a client portfolio of 33 individuals and families, maintaining a client retention rate of 72%
- Leverage data analytics to identify high potential market segments, resulting in a 5% increase in new client acquisition.
- Provide comprehensive financial planning guidance, conducting detailed needs assessments and recommending tailored insurance solutions
- Collaborated with financial advisors to cross sell complementary insurance and investment products.
*Assist Manager in Planning and Developing Company Sales/ Promoting Services
- Maintained an average client satisfaction rating of 5 out of 5 stars through exceptional customer service and post sale support
- Participated in industry training programs to expand product knowledge and stay current on regulatory
changes
Relaxed heating and Air, Los Angeles, CA. 12/13 -
1/15 HVAC Technician * Onfield- Installing,
maintaining & repairing HVAC equipment, including
ordering the necessary parts when needed in both
residential and commercial in compliance with
industry standards
- Visiting work sites to determine the client’s requirements
- Selling ongoing maintenance contracts to customers
- Conducting performance tests on current HVAC systems
- Maintaining accurate inventory of all equipment and parts -Executed emergency HVAC repairs,
ensuring compliance with safety and industry
standards
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