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Nelfer Jay F.

Internal Sales (Account Manager)

Verified
$15/hr

Outline

Looking for Freelance work (8 hours/day) at $15/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Dynamic sales professional with extensive experience in local and interna onal markets, demonstra ng a proven ability to drive revenue.

Skills & Experience

Skills

Microsoft Office 5-10 Years
Business Development / Sales Executive 5-10 Years
Client Engagement 5-10 Years
Sales & Consultative Selling 5-10 Years
Relationship management 5-10 Years
Salesforce CRM Management 1-2 Years

Experience highlights

Internal Sales - Account Manager (Remote)
Fairview · April/2024 – /
Work with the BDM to strategize on opportunities and ensure BDM meeting schedules remain full.
Ensure regular engagement (calls/visits coordinated with AU counterparts) with builders and installers.
Support product capability development and ensure builders/installers understand Fairview solutions.
Keep Salesforce fully updated with opportunity and activity information.
Record all KPI-related activities and ensure data integrity.
Track and document all KPI-related activities while ensuring data
Financial Consultant (Part-Time)
Cocolife · July/2023 – /
Analyzed client financial portfolios and developed customized investment strategies to align with individual risk tolerance, time
horizons, and wealth accumulation goals.
Conducted comprehensive financial needs assessments and provided expert guidance on retirement planning, tax optimization,
estate planning, and insurance solutions to help clients achieve long-term financial objectives.
Facilitated client meetings to discuss financial goals, ensuring alignment with investment plans.
Financial Consultant
AGEAS · September/2022 – Present
Expanded client base through targeted marketing efforts and referrals from satisfied customers.
Analyzed financial data to develop personalized investment strategies for clients.
Conducted comprehensive risk assessments to enhance client portfolios and mitigate potential losses.
Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
Educated clients on various investment options, empowering them to make informed decisions about their finances.
Property Investment Consultant
Alveo Land Corporation · March/2021 – Present
Developed tailored investment strategies based on client profiles and risk tolerance.
Analyzed market trends to identify lucrative investment opportunities for clients.
Facilitated property viewings and conducted thorough property assessments for clients.
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Nelfer Jay Fernandez
Internal Sales (Account Management)
contactinfohiddencontactinfohiddencontaChoose a plan to view contact info. Las Pinas, Metro Manila
Established strong relationships with investors, enhancing client retention and referral rates.
Bank Sales Executive
BPI-AIA Life Assurance Corp. · November/2018 – Present
Conducted regular presentations to showcase product benefits and drive engagement.
Developed and executed strategic sales plans to drive revenue growth.
Analyzed market trends to identify new sales opportunities and competitive strategies.
Analyzed market trends to identify new sales opportunities and competitive strategies.
Cultivated and maintained strong relationships with clients, enhancing customer satisfaction
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