Krystan White
Parker,CO
Summary
Motivated sales professional with over 6 years of experience in finance, insurance, and software companies. Skilled in building customer relationships and understanding customer needs. Striving to take my high work ethic, determination to succeed, athlete mentality, and track record of success to an Account Executive role in growing company with a strong culture.
Overview
10
10
years of professional experience
Work History
Business Development Representative
Concept3D
08.2023 - Current
- Generated pipeline through strategic outreach with involvement in the sales cycle and interaction with Account Executives and Client Success. while achieving 100% goal of opportunities created.
- Used SalesForce to handle current portfolio and prospective leads while maintaining accurate notes, activity, and lead data.
- Refined sales pitch techniques based on ongoing evaluation of results, continuously adapting and improving to drive revenue growth through high quality cold call, emails, and LinkedIn Outreach.
Relationship Banker (6 & 63)
Wells Fargo
06.2022 - 03.2023
- Secured strong customer relationships by providing tailored advice and services such as debt consolidation, establishing credit, budgeting and retirement planning for consumers and small businesses.
- Addressed and responded to customer financial goals by providing referrals to appropriate internal partner using a need-based assessment tool.
- Maintained highest level of customer service standards and consistently exceeding expectations set forth by a performance tracking assessment.
Life Insurance Agent/Broker (6 & 63)
WoodmenLife
10.2018 - 03.2022
- Build and maintain a client base by assessing existing coverage and arranging new products and services through but not limited to: life and health insurance, mutual funds, retirement plans and annuities.
- Customized and determined clients' financial needs and goals by providing coverage options for risk and asset protection.
- Attended continuing education courses to gain additional insurance and financial industry knowledge and expertise to follow a changing economy.
Post Conviction Relief Intern
South Carolina Attorney General's Office
05.2018 - 08.2018
- Reviewed and handled a wide range of legal documents for attorneys and legal assistants.
- Displayed proficient communication skills through discussion/prioritizing tasks when reverting back to my supervisor.
- Executed ability to adjust and adapt to varying methods, requests and expectations of each attorney on staff.
Student Athlete
Univeristy Of South Carolina
08.2014 - 05.2018
- Developed time management skills through devoting 20 hours per week to athletics while traveling for games, attending practice and carrying a full course load.
- Gained valuable leadership and team-building experience through our team dynamics.
- Effective at processing information quickly to make critical decisions within a short time frame under pressure.
Accounting and Finance Intern
Muv Fitness
06.2016 - 01.2018
- Shadowed Accountant and Chief Financial Officer daily to improve understanding of the process and to learn daily duties.
- Received industry insight by processing and helping with invoices, balance sheets, accounts payable, receivable and bank statement reconciliation as needed.
- Prepared weekly expense reports for customers while managing weekly tracking of physical inventory.
Education
Bachelor of Science - Finance, Sports Management
University of South Carolina - Columbia
Columbia, SC05.2018
References
Lisa Navas (803)553-2114 Alan Wilson (803)553-4630
Asst. Softball Coach Attorney General of South Carolina
Timeline
Business Development Representative
Concept3D
08.2023 - Current
Relationship Banker (6 & 63)
Wells Fargo
06.2022 - 03.2023
Life Insurance Agent/Broker (6 & 63)
WoodmenLife
10.2018 - 03.2022
Post Conviction Relief Intern
South Carolina Attorney General's Office
05.2018 - 08.2018
Accounting and Finance Intern
Muv Fitness
06.2016 - 01.2018
Student Athlete
Univeristy Of South Carolina
08.2014 - 05.2018
Bachelor of Science - Finance, Sports Management
University of South Carolina - Columbia
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