Steven Wileman
San Bernardino
Summary
I am looking for a company that will allow me to utilize my extensive experience, expertise, and acquired skills, in an organization that will provide great opportunity for growth.
Overview
16
16
years of professional experience
Work History
Sr Financial Consultant
Debt Resolution Pros
San Diego
04.2023 - Current
- Enrolling clients in debt settlement programs and loans through affiliates.
- I conduct a detailed financial analysis for clients seeking loans.
- I then review all available options while ensuring compliance with guidelines.
- Always maintaining a high close ratio, consistently ranking as top sales representative for each quarter.
- Utilize Salesforce CRM, and DocuSign software for an efficient online enrollment process.
- Facilitated client trust during credit pulls and banking information acquisition.
- Managed accounts and conducted follow-up calls to enhance client retention.
- I have successfully worked from my home office for over a decade.
- Patience and empathy with even the most difficult clients.
Financial Sales Consultant
Atlas Marketing Partners / Credit Relief USA
San Diego
03.2016 - 04.2023
- Top closer every sales quarter through strategic client engagement.
- Enrolled nationwide clients in debt settlement, consolidation, and resolution programs effectively through affiliates.
- Managed inbound and outbound communications, increasing conversion rates.
- Utilized CRM tools, including Debt Pay Pro and Lead Me To The Money, to streamline enrollment processes.
- Executed credit pulls and facilitated enrollments via DocuSign efficiently.
- Built trusting client relationships, ensuring high retention and satisfaction.
- Conducted account management and follow-up calls for ongoing client support.
- Excelled in a remote work environment with strong self-motivation and work ethic.
Financial Sales Representative
Capital Consumer Relief
Carlsbad
07.2014 - 03.2016
- Enrolled clients in nationwide debt settlement and resolution affiliate programs.
- Facilitated phone enrollments and credit pulls for new clients using DocuSign.
- Developed affordable payment plans aligned with client budgets to enhance accessibility.
- Delivered exceptional customer support throughout programs, ensuring client satisfaction.
- Achieved highest sales and retention rates in office through proactive engagement.
Internet Sales Representative
Bob Baker Jeep
Carlsbad
10.2012 - 07.2014
- Conducted outreach to past and potential clients, promoting vehicle appraisals and automotive sales.
- Utilized Dealer Socket for lead management, including pricing quotes and product inquiries.
- Engaged customers post-service to encourage participation in leasing or financing programs.
- Delivered exceptional customer service, leveraging extensive product knowledge to assist clients.
Internet Sales Representative
Lexus Carlsbad
Carlsbad
01.2010 - 10.2012
- Conducted outreach to past and potential clients, promoting vehicle appraisals and automotive sales.
- Utilized Dealer Socket for lead management, delivering price quotes and addressing product inquiries.
- Contacted customers post-service to promote new lease or financing opportunities.
- Delivered exceptional customer service through comprehensive product knowledge.
Education
Naturalist
US Forest Service
San Bernardino, CALocal Animal Rescue
Southern CaliforniaComputer Animation
The Art Institute of Orange County
Santa Ana, CASkills
- Skilled closer with over 20 years in sales Excellent interpersonal skills with customers as well as office personnel
- Works efficiently with Salesforce, Windows, Microsoft Teams, Docusign, Slack, Outlook, Office, Word and Excel
- Consistently the top performer, excellent communication skills, willingness to learn and adapt
- A proficient and experienced leader in the work environment, always focused on closing deals, setting a good example, and providing the best customer service possible
Timeline
Sr Financial Consultant
Debt Resolution Pros
04.2023 - Current
Financial Sales Consultant
Atlas Marketing Partners / Credit Relief USA
03.2016 - 04.2023
Financial Sales Representative
Capital Consumer Relief
07.2014 - 03.2016
Internet Sales Representative
Bob Baker Jeep
10.2012 - 07.2014
Internet Sales Representative
Lexus Carlsbad
01.2010 - 10.2012
Local Animal Rescue
Computer Animation
The Art Institute of Orange County
Naturalist
US Forest Service