Tate Balcam

• Maintained updated records of all financial transactions to support traceability.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Advised clients on favorable investment opportunities to meet established financial goals.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Developed and delivered financial presentations to drive client engagement.

Reference: Brett Rogers (Sales Manager)

Phone Number (317)-874-6598

• Used consultative sales approach to understand customer needs and recommend relevant offerings.
• Responded to telephone and in-person requests for information.
• Followed up with existing customers to provide additional support and address concerns.
• Solved customer challenges by offering relevant products and services.
• Trained and mentored new sales representatives.
• Retained excellent client satisfaction ratings through outstanding service delivery.

Reference: Caleb Norris (Sales Representative) Phone Number: (812)-797-41403

• Worked alongside team to accomplish work goals according to schedule.
• Loaded, unloaded and moved material to and from storage and production areas.
• Prepared job sites by removing debris and setting up materials and tools.
• Organized materials, tools and equipment to supply team members.
• Read and understood orders to accurately measure, cut and lay out needed materials.

Reference: Josh Ennis (Owner)

Phone Number: (812)-360-8847

• Diagnosed problems with equipment and performed regular maintenance for long-term functionality.
• Developed lasting customer relationships and grew network over time.
• Provided expert lawn care, mulching, aerating and trimming around walks, walls and flower beds.

Reference: Jason Brown (Owner)

Phone Number: (812)-332-7209