Career Books Development Organizations Contact Events

MELISSA WONG

TD AMERITRADE, San Diego, CA

 

Advisor Transition Consultant
  • Identify potential advisor clients seeking to move to the TD Ameritrade Institutional platform as an independent advisor
  • Provides support, ideas and information to assist with annual and quarterly growth targets
  • Utilize extensive knowledge of products and services to provide potential clients with information and promote, qualify and generate sales opportunities
  • Build and maintain relationships with prospective clients through sales calls and various marketing campaigns
  • Work with national sales team to ensure all leads are followed up on
  • Work with internal partners such as marketing, product, and public relations to coordinate strategy and efforts
  • Responsible for calling potential clients to qualify sales opportunities for regional sales teams
Human Capital Consultant
  • Cross train site associates to act as facilitators and to actively monitor and coach their activities to provide feedback and maintain quality control
  • Manage the quality monitoring accountabilities at the site, working with site management to leverage results to maintain quality and recommend process improvements
  • Act as subject matter resource on products, processes, and additional business related focuses for the service and sales organizations
  • Manage leadership development program and facilitation of management level programs for associates in sales and service roles
  • Deliver a variety of training and development programs including new hire, service, sales, product training and continuing education training to associates and management
 

SONY ELECTRONICS, San Diego, CA                                                          

Senior Organizational Development Analyst
  • Designed and delivered classroom and e-learning tailored to a retail audience to enhance the consumer experience
  • Facilitated and custom designed ten team building workshops for senior level management which improving communication and team cohesion
  • Collaborated with HR managers and managers in conducting needs analysis to identify obstacles maximizing performance
  • Drove succession planning, talent review sessions, and 360 degree assessments building leadership capabilities
 

BUFFINI & COMPANY, Carlsbad, CA

Sales Consultant

·      Top selling performer of sales coaching with over $82,500 revenue in one month

·      Consistent outbound calls of 100 per day which led to exponential increase in sales monthly

·      Managed a pipeline of warm leads with consistent follow up to close sales

·      Mentored and coached existing students to up sell into the coaching program

·      Utilized a consultative sales model to identify needs, motivations and goals

 

RIGHT NOW, Walnut Creek, CA

Sales Management Consultant

·         Implemented  sales and sales management methods through consulting, training, and coaching

·         Coached up to 30 clients while conducting weekly workshops leading to increased sales

·         Developed and evolved client relationships resulting in contract renewals and upsell opportunities

·         Adapted and customized training materials to meet client needs

  FIRST FRANKLIN, San Jose, CA

National Sales Trainer

·         Created a signature consultative sales and coaching course for account executives

·         Oversaw the new hire sales training with an average evaluative score of 4.8 out of a possible 5.0

·         Conducted Train the Trainer sessions which focused on facilitation, training, and presentation skills based on adult learning principles improving team performance

·         Developed a unique management coaching course, facilitation guides, workbooks, and exams

·         Trained 100 managers at the National Sales Manager Conference on how to be effective coaches

 

LANDAMERICA SOUTHLAND TITLE, San Diego, CA

Sales Trainer

·         Spearheaded a training program which incorporated topics related to technology, title, and escrow that helped propel Landamerica from 9th to 4th in market share

·         Created an on boarding process for new hires relating to technology, sales, and support services

  • Developed a network of guest speakers composed of industry experts for monthly training events with an average of 100 attendees enhancing the visibility of the company                                                                                
Account Executive

·         Generated sales of title insurance policies by developing long term relationships with real estate agents and brokers in outside sales by prospecting, cold-calling, and closing

·         Demonstrated value and credibility by conducting presentations and training at real estate offices to help customers increase their sales productivity

·         Facilitated communication between customers and escrow and title staff to promote smooth transactions and conflict resolution

Education

MS, Organization Development – University of San Francisco, 4.0 GPA

BA, Political Science – University of California, San Diego

  • Series 7, 63
  • Meyers-Briggs Type Certified
  • 360 Degree Feedback Certified