Thalia Lodo
Bolwarra Heights,NSW
Summary
Accomplished Finance & Insurance sales manager with a proven track record, excelling in customer relationship development and retention, and adept in prospecting skills. Demonstrated ability to exceed sales targets, significantly enhancing client satisfaction and loyalty.
Skilled in attention to detail and a motivational team player, consistently achieving and surpassing goals through strategic cross-selling and upselling.
Overview
13
13
years of professional experience
Work History
Finance Manager
AHG Automotive
Cardiff NSW
10.2016 - Current
- Assessed, submitted and completed vehicle finance loans and insurance policies suited to clients needs with promt efficiency and professionalism.
- Strengthened client relationships through exceptional customer service, leading to increased retention rates.
- Consistently met or exceeded sales targets through diligent effort and persistence in closing deals.
- Identified opportunities to cross-sell and upsell loan products tailored to customers needs.
- Developed and maintained relationships with customers, lenders and other third parties.
- Researched and kept upto date on industry knowledge on changing legislation and regulations to ensure constant compliance.
- Accomplished multiple tasks, maintained goal targets and standards within established timeframes.
- Maintained professional, organized, and well presented space for customers and staff.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Aftermarket Sales Consultant
The Kloster Group
Cardiff, NSW
01.2012 - 10.2016
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
- Responded to telephone and in-person requests for information.
- Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.
- Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Strengthened brand reputation by delivering superior customer experiences that fostered loyalty and repeat business.
Skills
- Attention to detail
- Customer relationship development and retention
- Prospecting skills
- Time management
- Team player and self motivator
- Target and goal orientated
Timeline
Finance Manager
AHG Automotive
10.2016 - Current
Aftermarket Sales Consultant
The Kloster Group
01.2012 - 10.2016