Erica Platt, MBA, CRPC™

Experience

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  Alltel

  Nov 2008 - Feb 2010

  Sales Representative

  -General promotion of the products and sold all store products-Work with vendors concerning price and availability of the products.-Keep track of buy-backs, special orders and damaged product.-Handle customer's complaints and resolve problems.-Top 10 sales representative in the district since employment.

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  Red Ventures

  Feb 2010 - Mar 2013

  Master Sales agent

  • Achieved several awards including Master Sales Agent for exceeding sales goals.• Trained new hires on how to implement different first call close selling strategies by asking appropriate discovery questions.• Launched several businesses and converted new customers for customer acquisition company.• Mastered business to business and business to consumer one call close sales techniques in a call center environment.• Received calls and make cold calls for companies like Facebook, Clear, and Network Solutions. • Counseled businesses on how to advertise on Facebook. Show less

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  Wells Fargo

  Mar 2013 - Dec 2013

  Home Mortgage Consultant

  • Organizes and accurately maintains filing system for confidential information with minimal to no supervision.• Qualify leads; assessed needs and recommended solutions; negotiated and implemented pricing.• Maintained detailed database of prospects and customers, documented sales calls to facilitate follow up.

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  HealthMarkets, Inc.

  Dec 2013 - May 2015

  Insurance Agent

  As an independent agent my role is to make build up my book of business by making outbound calls and networking within my community. After meeting with the client I ask discovery question to find a need. From the products that I sell I present a solution for that need. I am also responsible maintaining and filing confidential information.

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  New York Life Insurance Company

  Jun 2016 - Dec 2018

  Registered Representative
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  Merrill Edge

  Dec 2018 - now

  Financial Services Advisor

  As a Financial Advisor, I provide personalized financial guidance to clients, helping them achieve their financial goals through tailored investment strategies, retirement planning, and risk management. I assess clients' financial situations, recommend suitable products and services, and develop comprehensive plans to optimize their financial well-being. I also educate clients on market trends and estate planning to ensure they make informed decisions. By building strong, trust-based relationships, I support clients in making proactive and sound financial choices that align with their long-term objectives. Show less