Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Sell high-end, premium credit repair products with 80+% close rate.
Conduct free consultations via Zoom.
Follow the sales script, handle objections and close.
Process upfront or initial payment with client in the Zoom consultation.
Data entry into CRM.
Prepare quotes.
Use an online payment system to process clients’ payments.
Convey information to clients about their credit files.
Liaise with solicitors for the effective removal of bad credit history.
Comply with legislation in relation to conveying information to clients
Client management
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