Joaquín Morales Villegas
Guaynabo
Summary
Established Account Executive gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service. Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
17
17
years of professional experience
Work History
Account Executive
B2B MERCHANTS
05.2022 - Current
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Account Executive
ECS PUERTO RICO
05.2021 - 03.2022
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
Account Executive
Brava Business Solution
01.2019 - 05.2021
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships
- Built and strengthened relationships with new and existing accounts to drive revenue growth
- Developed and monitored account management processes, such as management inspections, reward and recognition and quality improvement
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities
- Built and maintained positive relationships with diverse stakeholders
- Alerted and contacted customers about account or informational issues to maintain high levels of customer satisfaction
- Managed sales cycle from first contact to established customer sale and maintained solid customer base, monitoring changes to customer account profiles.
MORTGAGE EXECUTIVE
Firstmortgage
01.2019 - 01.2019
- Mercadear todos los productos hipotecarios del banco
- Visitar Realtors y proyectos nuevos de vivienda.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- Reviewed employee concerns and new opportunities to drive business strategies.
GENERAL AGENT
Triple S Vida
01.2017 - 01.2018
- Ofrecer adiestramientos a agentes nuevos
- Encargado de la administración de la cartera de clientes nuevos y existentes
- Responsable de ventas y gestión de cuentas
- Asesoramiento sobre tipos de seguros y coberturas a los clientes
- Cálculo de la prima, en función de riesgos cubiertos y otras condiciones.
DISTRICT SALES COORDINATOR
Aflac
01.2009 - 01.2017
- Supervisión de un equipo de agentes
- Encargado de mercadear todos los productos de la companya
- Encargado de reclutar y adiestrar a agentes nuevos
- Asistencia en el desarrollo de material de mercadeo para presentaciones a clientes corporativos
- Formalización y aprobación de solicitudes de coberturas de seguros de vida.
INSURANCE AGENT
Multinational Life Insurance Company
01.2012 - 01.2015
- Mercadear y vender los productos de incapacidad y salud de la compañía
- Mantener y aumentar cartera de clientes nuevos y existentes.
INSURANCE AGENT
Trans Oseanic Life Insurance Company
01.2008 - 01.2009
- Mercadear y vender los productos de incapacidad y salud de la compañía
- Mantener y aumentar cartera de clientes nuevos y existentes.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Education
BBA - Accounting
Universidad Interamericana De Puerto Rico
San Juan, PRHigh School Diploma -
Academia Nuestra Señora De La Providencia
06.2004
Skills
- Account servicing
- Relationship building and management
- Business Development and Planning
- Product and Service Sales
- Goals and Performance
- Account management
- Staff Management
- Sales quota achievement
- Vendor management
- Strong relationships
- Sales target monitoring
- Sales Strategies
- New business opportunities
- Business Development
- Customer rapport
- Knowledgeable in POS Clover, Verifone, Aldelo, Ehopper
- Client Relationship Building
- Account Management
- Pipeline Management
- CRM software expertise
- Customer Relations
- Sales Quota Achievement
- Customer Relationship Management (CRM)
Timeline
Account Executive
B2B MERCHANTS
05.2022 - Current
Account Executive
ECS PUERTO RICO
05.2021 - 03.2022
Account Executive
Brava Business Solution
01.2019 - 05.2021
MORTGAGE EXECUTIVE
Firstmortgage
01.2019 - 01.2019
GENERAL AGENT
Triple S Vida
01.2017 - 01.2018
INSURANCE AGENT
Multinational Life Insurance Company
01.2012 - 01.2015
DISTRICT SALES COORDINATOR
Aflac
01.2009 - 01.2017
INSURANCE AGENT
Trans Oseanic Life Insurance Company
01.2008 - 01.2009
BBA - Accounting
Universidad Interamericana De Puerto Rico
High School Diploma -
Academia Nuestra Señora De La Providencia
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