Customer Service Sales

Leonard N. Rosenberg

**** *.*. ***** ****** 305-***-****

Miami, Fl. 33157 ********@***.***

PROFESSIONAL SKILLS/KNOWLEDGE

** ***** ** ********** *** team building skills. This includes sales, customer service, hiring and training, finance and benefits. Highly motivated, results oriented leader with experience in operations, account penetration, organizational development, and project management, both in for profit and non-profit organizations.

• Client relationship management • Human resources • Benefits

• Goal orienting • Training & coaching • Financial services

• Negotiations • Public speaking • Project management

• Group presentations • Team building • Compliance

• Intangible sales • Dream selling • Entrepreneur

• Fundraising • Logistics • Sales

Sales & Management

• Hired, trained and supervised staff of 10+.

• Coordinated licensing and professional training.

• Exceeded sales goals consistently.

• Oversaw operations in 7 locations.

• Served as Board President for a non-profit.

• Built relationships with C-level executives, or their designates, in order to educate them on the benefits to the bottom line of a freight post payment audit.

• Guided clients through the entire sales process and provide client services after client acquisition.

• Hired, trained and mentored new financial representatives.

• Prospected and acquired clients through an extensive referral system.

• Awarded recognition as a Top 50 financial representative out of 10,000 advisors.

• Prospected for business clients through cold calling and cold-walking processes and educate clients about their telecom options. Awarded top 10 representative consistently.

Financial Services

• Established policies and procedures to recruit new financial representatives.

• Improved client retention and referrals by 15%.

• Designed materials and planned for client acquisition.

• Acquired multiple Center of Influence relationships.

• Developed skills to serve the special needs market.

• Demonstrated expertise with small business and professional clientele.

• Educated business owners regarding income protection and retirement solutions.

• Prospected, using a variety of marketing styles. Guided prospects through the financial asset transfer process, into the portfolio reallocation phase, and finally through the quarterly and annual review process to assure clients they are on the right path.

Customer Service

• Educated clients on their available options.

• Guided clients through the decision making process.

• Aided clients in implementing their chosen solution.

• Modified plans with clients in accordance with changes in the economy or business.

EMPLOYMENT HISTORY

Sales /Service Manager, Freight Revenue Recovery, Miami, FL 05/11-Present

Personal Financial Representative, Miami, Fl. 2008-2011

Principal, AP Financial, Doral, Fl 2005-2008

Financial Advisor, UBS Financial Services, Miami, Fl 2002-2005

Sales Representative, Salience, Miami, Fl 2000-2002

Sales Manager, Central Lock & Hardware, Miami, Fl 1995-2000

General Manager, IBA, Miami, Fl 1984-1994

EDUCATION

MBA Barry University, Miami Shores, Fl. May 1990

BPS Barry University, Miami Shores, Fl., Summa Cum Laude May 1988

PROFESSIONAL LICENSES

State of Florida 2-15, Life, Health and Variable Annuities

FINRA Series 7, 26, 65, 66

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