Nickolas Brown

• Employed the challenger sales techniques to achieve to Work with financial advisors to help them build and grow a successful scalable practice.
• Advanced understanding of Portfolio Management and Financial Practice Management.
• Met and exceeded service level goals by identifying and achieving standards and expectations.
• Grew revenue over 125% YOY, 3 years in a row through customer education of business solutions and product offerings.
• Employed the challenger sales techniques to achieve to Work with financial advisors to help them build and grow a successful scalable practice.

• Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
• Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.
• Reached out to potential customers via telephone, email and in-person inquiries.
• Consistently exceeded quotas through development of new accounts.
• Doubled sales YOY

Responsible for the scheduling, event planning and organizing for two Regional VP's.

• Developed strong knowledge of Mutual Funds, alternative investment products and market trends.
• Employed closing sales techniques, upselling and customer loyalty incentives to boost sales.
• Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
• Handled customer inquiries by staying up-to-date on market and industry trends and finding unique solutions to issues.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Provided and advised on personal and small business Basic Banking Solutions.
• Nominated Quarterly Achiever 2013.
• Awarded the “Star of the Galaxy” Award.

• Worked with upper management to complete complex projects on tight budgets within specific timelines.
• Created, designed and implemented an Inventory Control System.
• Monitored and assessed profit margins.