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
- 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
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