Desk Sales Resume Sample

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Garrison Zboncak
7344 Abshire Neck,  Los Angeles,  CA
+1 (555) 241 6552

Work Experience


Sales Desk Manager
01/2018 - PRESENT
Los Angeles, CA
  • Work with Head of Sales to implement best practices and structure of the Sales Desk team
  • Coach and mentor an eager sales team to prepare them for future sales opportunities within Nasdaq
  • Work with other sales leadership to identify key areas the Sales Desk can support and then form plans to maximize revenue
  • Develop system of measurement to properly analyze growth and production of the Sales Desk team
  • Collaborate and strategize with Divisional Directors/Sales Management to implement the division’s strategy and drive effective internal and external partnerships
  • Manages Disney Desk projects to increase efficiency and grow ticket sales revenue
  • Provides support to our Leaders and clients as needed
Sales Help Desk Operator
11/2013 - 07/2017
Houston, TX
  • Works under general supervision of a manager
  • Keeping management apprised of member concerns and following manager’s policies, procedures and direction
  • Upholding the Massage Envy brand’s core values of optimism, gratitude, excellence, consistency and empathy
  • Overseeing and managing daily operations of the front desk sales staff, ensuring that excellent service is consistently delivered to members and guests
  • Assisting clinic manager in setting and achieving membership and retail sales goals while regularly monitoring progress of those goals
  • Managing front desk staff by training, monitoring, and coaching
  • Establishing and monitoring staff work schedules, according to the needs of the business
  • Addressing negative behaviors and counseling staff to correct behavior
  • Acknowledging top performers and exceptional behavior frequently to raise the bar for the team
Sales Desk Intern
01/2007 - 10/2013
Philadelphia, PA
  • Proven experience with problem solving and decision making skills
  • Articulation of the capital markets, Guggenheim products, competitors’ products
  • Facilitate the ‘goods on approval’ process and maintain accurate records to ensure compliance of process and minimal disruption on Masterpack (ERP)
  • Expertise with Salesforce.com and enterprise quoting/exception software
  • Organized, analytical, problem solver, process-oriented
  • Strong collaboration, teamwork, and partnership skills
  • Advanced computer skills including Excel, Powerpoint, and Google Products
  • Develop customers’ relationships to address minor issues quickly, to develop greater familiarity with accounts

Education


University of Phoenix - Hawaii Campus
2003 - 2007
Bachelor's Degree in Business

Professional Skills


  • Strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
  • Previous management, marketing, and sales experience within a service or retail industry, preference given to cadidates with membership sales experience
  • Basic computer skills and typing proficiency
  • Multi-task as well as ability to prioritize effectively
  • Strong working knowledge of all aspects of the supply chain, including purchasing, import/export and distribution
  • Experience leading an Inside Sales team with quantitative examples of team’s contributing to revenue
  • Experience supporting or working within a sales team or sales organization

How to write Desk Sales Resume

Desk Sales role is responsible for computer, excel, securities, retail, finance, credit, training, integration, reporting, research.
To write great resume for desk sales job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Desk Sales Resume

The section contact information is important in your desk sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Desk Sales Resume

The section work experience is an essential part of your desk sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous desk sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular desk sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Desk Sales resume experience can include:

  • Maintaining a professional, clean, and safe environment for employees, members and guests, and maintaining a culture in the franchised location that embraces and reflects the Massage Envy brand’s core values of optimism, gratitude, excellence, consistency and empathy
  • Helping to manage human resource functions, where assigned by the clinic manager, including interviewing, hiring, training, one on ones, performance evaluation, conducting staff meetings, resolving concerns and disputes, as well as all associated recordkeeping
  • Maintaining a professional, clean, and safe environment for employees, members and guests, and maintaining a culture of mutual respect, consideration, and accountablilty
  • Sales experience and previous experience as Internal Wholesaler required
  • Proven understanding of consultative sales approach and a broad knowledge of the financial services industry
  • Facilitate the ‘Goods on Approval’ process and maintain accurate records to ensure compliance to process, including regular reports

Education on a Desk Sales Resume

Make sure to make education a priority on your desk sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your desk sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Desk Sales Resume

When listing skills on your desk sales resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical desk sales skills:

  • Excellent leadership skills and the ability to motivate and inspire staff and maintain a strong team culture
  • Proven ability to identify and solve problems, set goals and expectations, delegate responsibilities, and effectively interact with and lead staff
  • Top performerswho can set goals, prioritize work, analyze business performance, and delegate effectively
  • Effectively communicate with the Vice President, Sales Desk and utilize a direct reporting relationship to accomplish I&R missions
  • Communicate effectively with members and guests, prospective clients, vendors, franchise owners, and regional developers
  • Overseeing and managing daily sales objectives of the clinic, ensuring that excellent service is consistently delivered to members and guests

List of Typical Experience For a Desk Sales Resume

1

Experience For Sales Desk Manager Resume

  • Assist in administrative tasks which include filing, answering phones, data entry of client records, booking appointments, and inserting notes in regard to client’s questions and concerns
  • Computer skills required to maintain expertise in the use of various internal and external systems
  • Facilitate the 'goods on approval' process and maintain accurate records to ensure compliance of process and minimal disruption on Masterpack (ERP)
  • Demonstrated desire to continue professional growth/education and follow training expectations and to obtain designations and knowledge required
  • Able to build effective relationships within the organization
  • At least five years experience with retirement plan sales and/or retirement plan centric client service
  • Previous sales support or customer service experience
2

Experience For Sales Desk Intern Resume

  • Upholding Massage Envy’s core values: optimism, gratitude, excellence, consistency and empathy
  • Maintain Saleslogix system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities
  • Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels
  • Leadership/Coaching of multiple roles within team. (Inbound, Internals, Hybrids)
  • Learn about financial hypothetical illustrations and bind literature materials etc. for advisors to utilize during wholesaler meetings
3

Experience For Sales Help Desk Manager Resume

  • Demonstrated work experience with the following: sales, marketing, underwriting, compliance, claims, credit union or financial institution internal operations and financials
  • Expert level of knowledge in sales, sales process and operations of financial services companies and their influence on exposure to insured losses, including the implications for new products
  • Demonstrated excellent organizational, analytical, planning, interpersonal, creative problem solving, presentation, project management and team participation skills
  • Recognises and delivers against opportunities for business growth via a multi channel approach
  • Series 7, Series 66, required
  • Strong interpersonal/rapport building skills are required to build relationships with Priority FAs and prospective clients and to enhance Bank of America Merrill Lynch’s image in the Retirement marketplace
  • Industry designations (CLU, ChFC, CFP)
4

Experience For RPS Sales Desk Specialist Resume

  • Manage various projects at one time and meet a variety of deadlines
  • Influence and lead people to act
  • Knowledge of the investment management industry required
  • Provide customers with protection package information
  • Structure deals for maximum profitability and collectability
  • Assist sales team with active customer engagement
  • Work as a partner with an External Wholesalers to develop, maintain and expand relationships, and drive sales in your region for separate accounts, mutual funds, closed end funds, and alternative investments
  • Coordinates events, including sending invitations, creating agendas, room set-ups, video conference set-up, etc
  • Handles scheduling for sales desk management and associates
5

Experience For Sales Desk Associate Private Banker Resume

  • O Answering phone calls promptly
  • Support obtaining signed contracts and order forms from customers
  • Support customers with complaints about administrative issues, working closely with CAS, OMS and customers to resolve
  • Literature Requests- Customize Heritage Planning pieces, send PDF out that is not available on Harte Hanks system
  • Provides administrative support for sales desk management and internal sales desk
6

Experience For IS Sales Desk Specialist Resume

  • Sets up and monitors campaigns in SalesForce.com
  • Sets up webinar meetings and handles webinar account calendar
  • Coordinates various meetings between the Sales Desk and other departments
  • Acts as back-up to interns, as needed
  • Researches any problems or opportunities and follows up on the appropriate course of action
  • Various other projects as assigned
  • Demonstrated experience managing a team of employees with a track record of success in talent development and coaching – including attracting new employees as well as retaining high-performing team members
  • FINRA 26 or 24
7

Experience For Sales Help Desk Operator Resume

  • Support debt collection issues related to commercial events with AMs
  • Develop customers' relationships to address minor issues quickly, to develop greater familiarity with accounts
  • Daily Web registrants(80 daily average)
  • FINRA Broker check to verify they are advisors per Compliance
  • Schedule Activities/Send e-mail to Internals
8

Experience For Annuity Sales Desk Manager Resume

  • Customized Seminar invites, Postcards, Document on Demands Books
  • DCI group-ticker look-ups for funds for entire plan provided by DCI internal
  • Literature Requests Of Sales Pieces that need to be sent to Financial Advisors via Harte-Hanks
  • Run Hypothetical Illustrations per request of an Internal
  • Run Detail reports of the business done with Financial Advisors per request of an Internal
  • Daily Top Stories Report
  • Add meetings to Externals calendars via Sales Logix
9

Experience For Sales & Front Desk Associate Resume

  • Send Premium items to Financial Advisors- golf balls, t-shirts, mugs, etc
  • Projects requested by Internals/Externals/Managers
  • Helping to manage human resource functions, where assigned by the clinic manager, including interviewing, hiring, training, one on ones, performance evaluations, conducting staff meetings, resolving concerns and disputes; as well as, all associated record-keeping
  • Effectively communicate with partners in other locations in regard to sales and service issues (e.g. grant and communicate exceptions, facilitate and communicate procedural changes, etc.)
  • Active Life Insurance License and Securities License
  • Provide first level support to the field sales team
  • Manage the SFDC case queue and Assign, process & respond to enquires promptly
  • Monitor & action Leads queue in SFDC
10

Experience For Sales Deal Desk Consultant Resume

  • Assign & action quote requests (from simple to complex)
  • Review & monitor backorders for key accounts - Proactively offer alternatives, and expedite ETA of shipments
  • Prepare Customer reports – routine and ad-hoc on request
  • Tertiary qualification with science or biological science topics (essential)
  • Good computer skills, proficient in Microsoft Suite, including Excel skills at an intermediate level, with the ability to learn new concepts and systems as required
  • Passion for providing superior service and ability to work effectively in a busy & sometimes stressful environment ensuring all tasks are performed to completion and on time
  • Strong organisational skills, time management capabilities and be able to prioritise workload

List of Typical Skills For a Desk Sales Resume

1

Skills For Sales Desk Manager Resume

  • Demonstrate good problem solving skills coupled with the ability to think outside the square
  • Excellent organizational, multitasking and problem-solving skills
  • Experience dealing with customer issues, challenges, complaints and having the savvy to escalate when appropriate
  • Good knowledge in analyzing client data base as basis for business opportunities
  • Experience in Wealth Management or Asset Management
  • Excellent Hungarian and English both written and oral
  • Excellent Greek and English both written and oral
  • Proven successful sales track-record
2

Skills For Sales Desk Intern Resume

  • Previous secretarial and/or administrative experience
  • Ideally first experience with CRM Tools (i.e. Sales Force) or interest to familiarize and work with CRM Tools
  • Work as an effective collaborative member of a team dedicated to total quality improvement and customer-focused service delivery
  • Extensive sales experience and knowledge of both independent distribution and career agency
  • At least five years’ experience with retirement plan sales and/or retirement plan centric client service
  • 2-3 Sales Manager experience
  • Assisting Clinic Business Manager in setting and achieving membership and product sales goals while regularly monitoring progress of those goals
3

Skills For Sales Help Desk Manager Resume

  • Scheduling/Setting Up for meetings, Conference Rooms, Video conferencing
  • Binding hypothetical illustrations, literature etc per request of the internal or external for advisors/putting together books for meetings
  • Embodying Massage Envy's core values of optimism, gratitude, excellence, consistency and empathy
  • Running Call Reports-Sales desk and Inbound, Monthly/Daily
  • Own the IS order from quoting till delivery to customer while taking care of planning, tracking, and returns if any
  • Passion for talent development and coaching, including an ability to attract fresh, outside candidates while cultivating and nurturing internal resources
  • Support trial management, obtaining info for IDs, tracking upcoming expirations
  • Saleslogix data entry updating or adding new advisors to Saleslogix from lists provided from Internal/External and scheduling activities
4

Skills For RPS Sales Desk Specialist Resume

  • Territory specific mailings-ordering literature-either through Harte-Hanks or by the CopyCenter, stuffing envelopes, creating labels
  • A broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
  • Enable timely Booking & Invoicing in alignment with Region’s targets
  • Work with AMs to support Opportunity process by updating Opportunities when sales are on the road, helping perform monthly forecast maintenance
  • Create pricing calculators to support quote and order processing
  • Follow up with the Order Management Specialist on order management process including pending orders status, contract questions, customer installed positions
  • Action Marketing Tier 3 requests – morning teas, flyers, Product displays & merchandise
  • Prospect potential clients by leveraging internal and external relationships. Schedule meetings and perform demonstrations for senior sales team when required
5

Skills For Sales Desk Associate Private Banker Resume

  • Develops a basic understanding of competitors’ standard products and services
  • Develop a deep understanding of Capital Markets, Investor Relations and Board & Leadership solutions
  • Develop a deep understanding of Capital Markets, Investor Relations and Board & Leadership
  • Reduce relationship tension through being proficient at high level cast to cast and guest engagement
  • Clear pre-employment drug screening
  • Upon Hire Certifications/Licensures : Licenses dependent upon product being supported with specified time frame
  • Answer the phone promptly and professionally and book appointments based on the client’s needs by matching them with the appropriate therapist
  • The ability and desire to work in a challenging fast paced environment
  • Facilitate financing options and prepare documentation
6

Skills For IS Sales Desk Specialist Resume

  • Ensure the expeditious funding of all contracts
  • Maintain required certifications and licensing for the position
  • Collaborate with External Wholesalers’ efforts and drive timely execution and consistency of sales and marketing campaigns
  • Respond to requests for information on quotations, product information, standard pricing and stock availability enquiries
  • Generate regular reports – Backorders, Standing & Forward orders, Credits etc
  • Contact clients to obtain missing information or answer queries
  • A manager who always understands the team’s success is a direct measure of his/her own success. A “we” manager instead of an “I” manager
7

Skills For Sales Help Desk Operator Resume

  • Employee Memberships to enjoy theraputic care and services
  • Maintain employee and client confidentiality
  • Support the Senior Sales Executives to identify key areas of opportunities in the market
  • Collaborates with colleagues and customers to assess customers’ immediate needs
  • Support the Sales Executives to identify key areas of opportunities in the market
  • Prospect potential clients by cold calling, and leveraging internal and external relationships. Schedule meetings and perform demonstrations for senior sales team when required
  • The ability to identify and solve problems, set goals and expectations, delegate responsibilities, and effectively interact with and lead staff
  • Develop a deep understanding of software and consultative selling
  • Conduct demos of the IR Platform IR Insight
8

Skills For Annuity Sales Desk Manager Resume

  • Process Service Requests and Contracts within SalesForce
  • Be aware of and comply with all labor and employment laws applicable to employees, including local and state licensing laws and regulations related to general business operations
  • A valid driver’s license and reliable vehicle
  • Previous experience in sales or automotive industry required
  • Possess general knowledge of massage services and modalities
  • Confident, helpful, customer-oriented phone presence required
  • Series 7 and 66 Licensed required
  • Product knowledge of mutual funds and associated advisory programs
9

Skills For Sales & Front Desk Associate Resume

  • Life and Health license required within 120 days
  • Tool experience: Excel (expert), PowerPoint (expert), WebTrends/Google Analtyics (Intermediate), HubSpot/Marketo/Pardot (Intermediate) or like systems, Adobe Suite, SalesForce (Intermediate) and CMS platforms
  • Acquire Life and Health license within 120 days is required
  • Present a clear business case
  • Creative and flexible mind
  • Driven to successful thought discipline and self-motivation
  • Providing outstanding customer serviceby greeting clients upon arrival, scheduling services, answering phone calls, addressing questions and concerns, protecting client confidentiality, and maintaining a safe and therapeutic environment for everyone in our location
10

Skills For Sales Deal Desk Consultant Resume

  • Promoting the value of total body careby educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging home-care retail purchases based on service provider recommendations
  • Great teammates who can work well with other in a fun and fast-paced environment
  • Supporters of total body care with a general knowledge of massage and skin care services
  • Paid Holidays & PTO
  • Study in Business Administration, Finance/Economics, IT or equivalent
  • Self-starter, keen to take on responsibility and new projects
  • Adapt to time demands to meet the requirements of the business and its customers

List of Typical Responsibilities For a Desk Sales Resume

1

Responsibilities For Sales Desk Manager Resume

  • Support Account Teams with the Quote to Bill (QTB) processes and systems and ensure effective handover to back office teams
  • Process orders via email or phone
  • Check data accuracy in orders and invoices
  • Liaise with the Logistics department to ensure timely deliveries Maintain and update sales and customer records
  • Provide support for our sales representatives
  • Communicate important feedback from customers internally
  • Ensure sales targets are met and report any deviations Stay up-to-date with new products and features
2

Responsibilities For Sales Desk Intern Resume

  • Order product materials for dissemination through our Harte Hanks account
  • Distribute literature orders to multiple financial branches
  • Research stock market information such as group-tickers and update fund materials
  • Run call reports: sales desk and Inbound, on a daily and monthly basis
  • Knowledge of CISCO business preferable
  • Advanced proficiency with Microsoft Office- Microsoft Excel and Word
3

Responsibilities For Sales Help Desk Manager Resume

  • Work with Account Teams to provide accurate Equipment Re-Sale (ERS) and Integration Services (IS) quotations within the IS Sales Desk SOA and guidelines to customers in a multi-national environment
  • Leading the way to an amazing experience for members and guestsby managing the daily front desk sales operations of the location, maintaining a clean, safe, therapeutic environment for everyone and guiding the sales and customer service team to positively resolve customer challenges
  • Helping the location move more people forward in their wellness journeysby driving membership, promoting retail sales, partnering with the business manager to set performance goals and working with the team to achieve them
  • Creating a strong workplace culturewhere all front desk sales associates feel valued, good work is recognized, issues are resolved quickly and fairly, and everyone feels connected to the mission
  • Drive to win & positive can-do attitude Customer focus: Ability to understand customer business, identify solutions & communicate value for customer Analytical ability and business acumen to analyze & prioritize opportunities Ability to build customer relationships: Good interpersonal & communications skills Good understanding of selling & sales tools

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