David Foster has over 20 years of experience in financial services, insurance, and banking. He has held positions at several major companies including TIAA, New York Life Insurance, Bank of America, JPMorgan Chase, and Southwestern Bell. Foster has a proven track record of providing exceptional customer service, developing clientele, and implementing process improvements. He holds Series 6, 63, and state insurance licenses.
Общая презентация, которая включает в себя основные направления наших работ: разработка сайтов, продвижение и оптимизация, контекстная реклама, социальные сети и таргетированная реклама, аудит, аналитика и консалтинг.
Excellent skills in consultative selling methods, techniques with strong negotiation and closing capabilities.
Proven ability to effectively manage and grow sales in a large geographic territory by building strategic relationships with key customers and industry thought leaders.
Well-developed communication skills; equally comfortable and credible operating at the C-level and with entry-level personnel.
Quickly develop rapport and effectively employ customer’s relationship management skills.
Increase sales revenues and profit margins by rapidly identifying customer goals and priorities. Develop and present compelling value propositions consistent with customer strategic direction.
Considerable technical depth can easily learn new products, and highly technical specifications.
• Territory & Account Management
• Customer Relationship Management
• Strategic/ Critical Thinking Skills
• Consultative Solution Selling
• Expanding Sales Opportunities
• Business Development
• Quality Assurance/Quality Control
• Time & Resource Management
• Presentation & Negotiation Skills
• Team Building & Leadership
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
Client-focused account and relationship manager, dedicated to exceeding client expectations and maintaining strong, fruitful working relationships with customers to gain their trust and respect. Skilled at maximizing sales by managing all accounts systematically and logically. Adept at collaborating with internal teams and clients including c-suite executives to develop comprehensive plans that deliver exceptional results.
1. DAVID S. FOSTER
dfoster75243@yahoo.com
469-685-9430
SUMMARY OF EXPERIENCE
•Hands on leader with the drive to set high expectations and achieve outstanding results through leveraging
technology, proven strategies, and innovative ideas
•Creative problem solver with exceptional skills identifying and leading new business practices to enhance both
the employee and the client experience
•Proven success in receivables operations management including, client integration, new product development,
process improvement and requirements gathering for customized applications
•Series 6, 63, and State Licensed insurance broker and banking account liaison specializing in consumer and
business lending and account management
•Financial services professional with passion for empowering customers and businesses to achieve their long
term goals and create process improvements to manage day to day challenges
•Earned a reputation for integrity and for showing true concern for my clients
PROFESSIONAL WORK EXPERIENCE
TIAA, Lewisville, TX 2015 - 2016
Financial Consultant
·Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service
requests
·Providing financial guidance to our participants to help retain and increase assets.
·Collaborating across the organization to deliver world-class service and safeguard business continuity and process
improvements.
New York Life Insurance Company, Dallas, Texas 2011 – 2014
Registered Representative Licensed Agent
•Developed clientele by networking to find new customers and generate list of prospective clients
•Bridged the gap of business needs and client requirements, while developing and managing complex teams that
work as cohesive units aligned with company direction and business initiatives
•Provided financial solutions to meet client needs such as Life Insurance, Mutual Funds, Fixed and Variable
Annuities, Buy-sell Agreements, Key Person Protection, Executive Bonus, Qualified Plan Funding and Estate
Planning
Bank of America, Dallas, Texas 2008 – 2009
Financial Specialist, Assistant Vice President
•Successfully served as a Relationship Manager to a book of 300 - 1000 high net worth and upper mass affluent
personal, business, and commercial clients
•Developed comprehensive business plans with market analysis•Sold investments, mortgages, credit products, business
products and deposit products
•Calculated client retirement income need, assess financial statements, and implement solutions to achieve
financial goals
JPMorgan Chase, Dallas, Texas 2006 – 2008
Personal Banker
•Originated, closed and funded mortgage loans, home equity loans and lines of credit; sold investment products,
CDs, IRAs, money market accounts, business loans, business lines of credit, business credit cards, and business
checking and savings accounts
2. •Executed outbound calls to set investment and mortgage appointments with clients
•Established new Chase banking clients (on site) within various companies
•Participated in trades shows and represented company at community events
Dallas Independent School District, Dallas Texas 2006
Substitute Teacher
•Taught elementary and middle school children in various subject areas
•Implemented daily lesson plans in classroom
•Performed other duties and responsibilities given by principal
Manpower, Inc. Plano, Texas 2005
McAfee Inc., Plano, Texas
Lead Management Team
•Received inbound calls from prospective and active customers about products, applications and IT issues
•Manage leads and market analysis within assigned campaigns
•Team lead, motivator, top team producer, team change agent, and special projects lead
•Prepared weekly reports on campaigns
Coors Brewing Company, Dallas, Texas 2002 – 2004
Retail Sales Representative
•Managed territory with Andrews Distributing that sold over 550,000 cases annually of Coors Products
•Managed a marketing budget by allocating tactical dollars for strategic marketing and sales plans
•Planned, created and implemented grass-roots field marketing promotions that leveraged sponsorships and
holidays to increase sales and revenues which doubled volume in key weeks
•Forecasted and created Ad hoc reports based on scan data
•Designed compelling, clear and concise presentations for customers and internal communication
Southwestern Bell, Dallas, Texas 1999 - 2002
Account Manager 2001 – 2002
•Trained multiple dwelling units (MDU) property management and leasing staff regarding sales techniques,
order processing, pricing and line-ups for DirecTV offerings from Southwestern Bell Home Entertainment
•Organized marketing launches to increase revenue and prepared monthly metrics via Excel spreadsheets
•Coordinated with SmartMoves Account Executives and SBC Video Services contract group to notify them of
amendments and assignment agreements
•Implemented a new system for returning customer equipment and managed all aspects of the project from
beginning to end
•Designed and distributed flyers and brochures for the marketing of video services
Commercial Account Manager 1999 – 2001
•Gained experience in telecommunication solution-based selling and business development
•Acquired knowledge of emerging network technologies such as BRI, ISDN, T1, Smart Trunks, Frame Relay
and Routers
•Negotiated service contracts with new and existing clients to increase profit margin
•Developed relationships with customers to find ways to improve their business
Sherwin-Williams, Garland, Texas 1998-1999
Assistant Manager
•Completed Management Trainee Program in KC, Kansas before being promoted to Assistant Manager
•Conducted day-to-day operations of $1.2M dollar store including staffing and inventory management
3. •Analyzed accounts payable and receivable to increase store’s monthly overall profit margin
•Learned the keys to profitable store management and effective customer service
•Performed as interim manager for two months when supervisor resigned
EDUCATION
Bachelor of Business Administration, Langston University, Langston, Oklahoma 1998
PROFESSIONAL CERTIFICATIONS/LICENSES
•Series 6 & 63 Registration
•Group 1 Health License
•Personal Banker III – Deepening Affluent Customer Relationships
•7 Steps of Selling Method
•Risk Management Sales Professional Certificate
