Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Ryan Daley

Jacksonville,NC

Summary

I am a mature, positive and hardworking individual, who always strives to achieve the highest standard possible at any given task with 1 years in customer service management and an additional 2 years as a customer support representative including sales experience. My greatest strength is team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Primerica
11.2021 - 01.2022
  • Collaborate with sales executives to execute sales and business development processes
  • Develop and maintain the company-client relationship for steady business growth
  • Build, implement, and recommend effective investment strategies to get maximum benefits
  • Keep a record of all the necessary documents, licenses, and registrations and renew them timely
  • Hired, trained, and mentored financial service agents and front-end staff.
  • Key Qualifications & Responsibilities
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Sales Officer

Trinity Solar Inc
06.2021 - 10.2021
  • Explained the firm's financial services to new and existing clients and prospects over communication software and providing viable follow-up leads to mid and senior-level consultants.
  • Outdoor sales and setting appointments with customers.
  • Greeted customers with energy and enthusiasm upon their entry.
  • Established and maintained lasting relationships with clients, customers, and other team members.
  • Actively educated and advised customers about a broad range of client products and services
  • Key Qualifications & Responsibilities
  • Enhanced customer satisfaction with timely follow-ups and personalized service.

Customer Service Manager

Sutherland Global Service
11.2018 - 05.2021
  • Effectively supervised day-to-day front-end operations of a busy customer service department.
  • Hired, trained, and mentored top customer service agents and front-end staff.
  • Implemented ambitious customer satisfaction goals, and better-enabled customer service staff members to effectively meet them.
  • Created, edited, and altered customer service strategies and procedures in Agile manner to best deliver a satisfying experience for all store customers.
  • Managed and updated the customer loyalty program.
  • Answered inbound calls from clients and used active listening to help troubleshoot their account details, payment processing, making purchases, account billing and technology challenges.
  • Key Qualifications & Responsibilities
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Took ownership of customer issues and followed problems through to resolution.
  • Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.

Sales Coordinator

Vicbern Roofing
09.2016 - 10.2017
  • Effectively supervised day-to-day front-end operations of a busy customer service department.
  • Providing supply needs for customers
  • Schedule appointments, account billing and keeping track of outgoing deliveries.
  • Key Qualifications & Responsibilities
  • Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
  • Served as a liaison between internal departments such as production, logistics, finance, ensuring seamless end-to-end management of client accounts.

Education

Bachelor of Science - Data Science

UMGC
Maryland
06-2029

High School Diploma -

Cross Keys High
Other
01.2016

Skills

  • Microsoft Office, Word, Excell, Power point
  • Computer Networking
  • Financial Services
  • Software Troubleshooting
  • Complaint Resolution
  • Effective Communication
  • Team building & Training
  • Cost Reduction & Waste Elimination
  • Patience & Empathy
  • Stress Management

Certification

2018 Customer Service Management Certificate

Timeline

Financial Advisor

Primerica
11.2021 - 01.2022

Sales Officer

Trinity Solar Inc
06.2021 - 10.2021

Customer Service Manager

Sutherland Global Service
11.2018 - 05.2021

Sales Coordinator

Vicbern Roofing
09.2016 - 10.2017

Bachelor of Science - Data Science

UMGC

High School Diploma -

Cross Keys High

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Ryan Daley