Customer Service Sales

Richard William Lee

**** ******** ***** **. **********, PA 15205 724-***-**** ***********@*****.***

SUMMARY:

Aggressive self-starter with a can do attitude that has a proven track record in researching, contacting, signing, and developing relationships at the executive level.

EDUCATION:

Masters of Business Administration: December 2009

Graduate Certificate in Investments

Gannon University, Erie, PA

GPA: 3.75

Bachelor of Science in Business Administration: May 2008

Gannon University, Erie, PA

GPA: 3.83

Deans List – Eight Consecutive Semesters

Gannon Football Team: 2004-2008

WORK EXPERIENCE:

Business Development Executive March 2010 – Present

Inspira Pittsburgh, PA

• Sold a customizable IRA solution to retirement plan professionals with a B2B approach.

• Led the sales staff in number of signed agreements.

• Developed the company’s sales cycle and sales management techniques.

• Generated roughly 12000 raw leads and qualified over 2000 of those leads.

• Provided constant marketing support to drive traffic to the company website.

• Generated approximately 200 inbound leads via social networking & direct marketing initiatives.

Graduate Assistant January 2009 – Dec. 2009

Gannon University Erie, PA

• Conducted marketing activities for the school of business including putting on events for potential students, organizing newsletters, and maintaining the school website.

• Arranged numerous events that led directly to the admission of 125 students.

• Completed various tasks for roughly sixty five graduate students.

• Performed research that allowed for the reconfiguration of undergraduate curriculum specifically within the risk management department.

Insurance Agent June 2008 – December 2009

Domino Insurance Agency, Inc. Erie, PA

• Assisted in selling roughly $300,000 in insurance premiums to local commercial businesses.

• Serviced commercial accounts with a total of $5 million in premiums.

• Completed requirements and received the Property/Casualty insurance license.

• Performed audits for large clients that resulted in high client satisfaction.

Internship Experience January 2008 – May 2008

Ameriprise Financial Erie, PA

• Aided in providing customer service to a client base with $100 million under management.

• Engaged in tasks that increased investment knowledge specifically allocating capital to meet client objectives.

HONORS/AWARDS:

Scholar Incentive Award 2008, 2009

Academic Excellence Scholarship 2004-2008

Athletic Scholarship 2004-2008

SKILLS:

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, SalesForce, and ConstantContact.

• Strong interpersonal skills developed through an internship and various sales experience.

• Values of leadership and working with groups developed through athletics and work experience.

• Adept in servicing client needs through co-integrated working experience.

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