Summary
Overview
Work History
Education
Skills
Referencesavailable
Timeline
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Pearl Yang

Carlsbad

Summary

Result-oriented sales professional with 6 years of experience in driving revenue growth and enhancing client satisfaction. Adept at market research, product knowledge, and solution selling, leveraging skills to increase sales and customer retention. Proven track record in managing client accounts and executing sales initiatives, resulting in measurable revenue gains.

Overview

6
6
years of professional experience

Work History

E-Commerce Specialist

Freelancer
01.2024 - Current
  • Manage product listings and optimize SEO, driving substantial traffic growth and increased sales.
  • Analyze sales data to identify trends
  • Collaborate with marketing teams to design effective promotional campaigns, increasing customer engagement.

Account Partner

American Fidelity
04.2022 - Current
  • Provided high levels of financial services as a licensed registered rep with FINRA and licensed CA Insurance Agent
  • Organized business reviews to ensure fundamentals were aligned with customer goals and prepared management reports to demonstrate upcoming projects with detailed scenarios and possible future results
  • Utilized Salesforce CRM to manage accounts and track performance metrics to increase personal production and achieved 155% of sales quota FY 2022.

Investment Services Financial Rep

Golden 1 Credit Union
01.2021 - 04.2022
  • Monitored changes in financial investment markets while keeping clients informed of the latest developments
  • Managed to bring in 15-20 new clients each month by contacting 50+ prospects in weekly cold calls.

Banker, Loan Officer

Golden 1 Credit Union
05.2018 - 01.2021
  • Identified opportunities to cross-sell and upsell loan products to expand existing customer sales
  • Analyzed individual financial profiles and consulted with clients about their lending needs.

Education

Bachelor of Science in Business Administration - Finance -

California State University, Fresno
Fresno, California
05.2021

High School Tech Program: Business Economics and Marketing -

Center For Advanced Research And Technology
Clovis, California
06.2016

Skills

  • Attention to Details
  • Microsoft Office: Outlook, Word, Excel and PPT
  • Professionalism
  • Revenue Generation
  • Sales Development
  • Data Analytics
  • Market forecasting
  • Client Relationship Management
  • Sales Techniques
  • Industry Trends
  • Time Management
  • Persuasive Communication
  • Consultative Sales
  • Customer Service
  • Sales closing

Referencesavailable

Available upon request

Timeline

E-Commerce Specialist

Freelancer
01.2024 - Current

Account Partner

American Fidelity
04.2022 - Current

Investment Services Financial Rep

Golden 1 Credit Union
01.2021 - 04.2022

Banker, Loan Officer

Golden 1 Credit Union
05.2018 - 01.2021

Bachelor of Science in Business Administration - Finance -

California State University, Fresno

High School Tech Program: Business Economics and Marketing -

Center For Advanced Research And Technology

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Pearl Yang