Valda James

• To ensure all sales staff are trained on an ongoing basis
• Submit applications to the banks and get validations

• Ensure clients receive copies of Signed Contracts and Vaps at Time of Signing

• Fais files to be compiled and filed daily, Including Cash Clients

• Deal File copies to be done and filed Daily

• To ensure all documentation, bordereaux, weekly and monthly reports are prepared/returned on time

• To attend daily and Monthly sales meetings promptly

• To establish and maintain an easy-to-check flow of documentation

• To ensure that no penalties or delays are incurred by the incorrect or late return of documentation

• To ensure all Debtors' Monies are collected within 48 hours to avoid any loss of interest

• Greeted customers on lot and in showroom to answer questions about brand and available inventory.
• Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
• Negotiated purchase prices and explained sales, warranty, and optional products.
• Completed registration paperwork and sales documentation.
• Prepared purchased vehicles and completed final delivery checks.

• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
• Developed recommendations specific to client's financial situation on variety of topics.
• Drafted comprehensive financial plan to offer recommendations and supporting data.

• Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
• Negotiated client contracts and agreements to cultivate profitable business transactions.
• Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
• Assessed current service needs and calculated product satisfaction levels to make appropriate product and service adjustments.
• Implemented creative sales training techniques for new and existing staff to increase revenue and overall success.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Quoted prices, credit terms and other bid specifications.

• Developed business pipeline using cold and warm techniques.
• Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
• Negotiated contracts and closed sales with new and existing clients.
• Enhanced customer experience using all omnichannel offerings.
• Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
• Reviewed client concerns and recommended appropriate changes to supervisors.

• Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
• Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
• Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
• Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
• Researched and identified potential new markets.
• Educated clients on insurance policies and procedures.

• Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
• Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
• Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
• Resolved customer issues quickly to close deals and boost client satisfaction.
• Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
• Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.