Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Andre Roman

Monterrey,Nuevo Leon

Summary

Highly organized and goal oriented Sales Manager with ten years of experience in the field, providing high level customer service while increasing revenues. Proven leader with excellent negotiation and closing skills, experienced in supervising and training team members. Motivated to maintain customer satisfaction and contribute to company success. Looking for a challenging and suitable career with and ambitious company that offers career development and advancement.

Overview

8
8
years of professional experience

Work History

Team manager

ABC Financial, Foundever
Remote
07.2021 - 05.2024
  • Monitoring the performance and productivity of employees and teams, providing coaching, training, and feedback to improve performance.
  • Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
  • Met with clients to maintain communication to enhance teams´execution on new products.
  • Working cross-departmentally with a wide range of stakeholders to ensure that all operations are aligned with organizational objectives.
  • Established performance metrics to evaluate team success, driving continuous improvement in service delivery.
  • Evaluated employee performance on a weekly basis and coached and trained 20 team members, increasing quality of work and employee motivation.
  • Performing quality assurance controls to ensure the company’s products and services meet customer expectations and monitoring production KPIs and metrics.
  • Administered weekly, monthly and annual reviews to direct reports and set clear and measurable goals, actions plans and follow-up procedures.
  • Conducted audits and risk assessments to achieve regulatory compliance.
  • Delivered KPI targets and improvements on consistent basis through excellent leadership.
  • Updated products and services to reflect changing client needs, increasing retention.
  • Acted as point of contact for high-level queries and represented team at senior leadership meetings.
  • Measured customer satisfaction and proposed solutions to bridge improvement gaps.
  • Recruited, interviewed and hired individuals adding value, dedication and knowledge to sales team.
  • Cultivated continuous improvement environment, routinely identifying and addressing training needs to drive staff development.
  • Implemented changes based on feedback from clients, resulting in greater satisfaction levels.
  • Evaluated customer feedback and presented findings to stakeholders to improve retention strategy.

Financial advisor

Prudential
Monterrey, Nuevo Leon
08.2020 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients´individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives .
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interactions on phone and in person, handling base inquiries and providing quotes.
  • Renewed contracts promptly to maintain high-value client bases.
  • Researched competitors' offerings to stay ahead in the competitive landscape.
  • Built long-term relationships with customers and generated referrals from existing clients.

Sales executive

American Express
San Pedro, Nuevo Leon
07.2016 - 03.2019
  • Achieved sales goals and service targets by cultivating and securing customer relationships.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Effectively handled daily customer meetings, sales calls and account management tasks, improving sales team efficiency.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Cold-called prospective clients to build new business against KPI targets.
  • Communicated with potential and existing customers in-person, over telephone and via webchat.
  • Utilised CRM system for effective customer database management.
  • Regularly checked in with customers to gauge satisfaction levels and identify areas of improvement.

Education

Business Administration -

UoPeople
Pasadena, CA, USA
09.2024 -

International Business

Universidad TecMilenio Campus Las Torres
08.2017 -

Certificate of Higher Education -

Preparatoria 23 UANL
08.2011 - 03.2013

Skills

  • Team Management
  • Maintain Customer Loyalty
  • Key Performance Indicators (KPIs)
  • Customer Account Management
  • Negotiation and Conflict Resolution
  • Networking and Client Relations
  • Contract Closing
  • Key performance indicators analysis
  • Customer Retention Strategies
  • Cross-Functional collaboration
  • Understanding Customer Needs
  • Outstanding Interpersonal Skills
  • CRM Software Proficiency
  • Computer Skills (Efficient on Microsoft Office, NICE, Zendesk, Recurly, ICBM, CallMiner, GenesysCloud, Bankline, Mozart, Cisco, Jabber, Slack)

Languages

English
Native
Spanish
Native

Timeline

Business Administration -

UoPeople
09.2024 -

Team manager

ABC Financial, Foundever
07.2021 - 05.2024

Financial advisor

Prudential
08.2020 - Current

International Business

Universidad TecMilenio Campus Las Torres
08.2017 -

Sales executive

American Express
07.2016 - 03.2019

Certificate of Higher Education -

Preparatoria 23 UANL
08.2011 - 03.2013

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Andre Roman