Resume Templates: Account Representative


123 Madeup Ave,Null Street, CA | Cell: 123-456-7890 | Email:

Resourceful, road warrior account representative with over 15 years of experience building a loyal customer base to achieve both short- and long-term organization sales goals. Customeroriented leadership professional with expertise on expanding network connections, maximizing profits, and optimizing customer satisfaction. A team player seeking to leverage background into an account/area sales management role with a progressive organization.

Prospecting and cold calling Strategic account development Negotiation tactics Customer relations Demand forecasting Formulating quotes Upselling and consultative sales Staff development/training

01/2010 to 07/2014 Agent New York Life Insurance Brentwood, CA Generated over $4M in revenue, selling complex financial planning products to clients. Eliminated staff discrepancies, training employees on sales strategies. Boosted profits, delivering product presentations and networking with potential customers. Earned executive council every year for regional top sales agent. Exceeded monthly quotas throughout cyclical markets, executing sales strategies to drive profits. Expanded client base to over 1,200 customers, leveraging existing networks to enhance sales. Formulated marketing strategies with senior leadership, exploring market growth opportunities and analyzing market trends to identify client needs. Elevated customer satisfaction ratings, aiding 20 daily clients to develop retention. Mortgage Loan Professional American Pacific Mortgage Roseville, CA Enhanced client retention, utilizing customer alliance building strategy to implement best practices. Strengthened membership loyalty, executing flawless customer service/account management. Solicited business from real estate agents, reviewing client loan documents and contacting appraisers/title companies to quicken loan process. Increased operational efficiencies, developing organization systems for records, reports, and documents. Drove revenue, soliciting clients, cold-calling leads, and executing close. Ensured exceptional customer service, driving best practices to maximize profit margins.

01/2007 to 01/2009