uyenwynn
Account Manager
Experienced client relationship manager with a decade of sales experience with investments, a background in outbound sales, client onboarding, and the full product life cycle. Seeking an Account Manager role supporting crypto clients, where I can apply my consultative approach, CRM expertise and passion for investments to drive account success and long-term growth.
Experience: 10 years
Yearly salary: $80,000
Hourly rate: $45
Nationality: 🇺🇸 United States
Residency: 🇺🇸 United States
Experience
Account Manager (Insurance & Investments)
New York Life 2017 - 2023
Financial Advisor role. Connected, focused on the challenges the clients may have with investments and clients' targets. Managed the entire client life cycle, from finding the clients, identifying their needs, to closing the clients, including retention. Coordinated with Specialist departments for various assets to design suitable client recommendations. Created presentations for clients with high-level engagement and interaction to simplify concepts. Assessed activities and competitors to satisfy and retain clients. Delivered white glove experience to every client. Maintained performance data and communication logs using Salesforce CRM.
Skills
sales
english