William Yeboah
Account Officer/ Sales Executive
Accra
Summary
Proven track record in enhancing client satisfaction and sales performance, notably at Fidelity Bank, Izwe Savings and Loans and currently Enterprise Life insurance. Expert in financial planning and fostering teamwork, I excel in identifying customer needs and providing tailored solutions. Achieved significant sales goals by leveraging strong communication skills and problem-solving abilities, demonstrating dependability and a collaborative spirit in dynamic environments.
Overview
13
13
years of professional experience
Work History
Sales Executive
Izwe Savings and Loans
10.2017 - 01.2021
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Developed a strong referral network by maintaining excellent relationships with real estate agents, mortgage brokers, and other industry professionals.
- Monitored industry trends, adapting sales techniques accordingly to maintain a competitive edge in the marketplace.
- Selling of loans to government workers.
Life Planner
Enterprise Life Insurance
10.2021 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained high standards of customer service by building relationships with clients.
Sales Officer
Fidelity Bank
02.2021 - 09.2021
- Enhanced customer satisfaction with timely follow-ups and personalized service.
- Responded to customer needs by answering questions and providing detailed information about Product or Service.
- Boosted sales performance by identifying and targeting high-potential leads.
- Cultivated strong relationships, establishing trust and loyalty among clients.
- Managed time wisely during peak periods for seamless customer assistance without compromising quality service delivery.
- Analyzed customer needs to suggest products to meet individual demands.
Accounts Assistant
St. John's Grammar SHS
Accra, Achimota
09.2016 - 08.2017
- Organized data into multiple spreadsheets to streamline data.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
Customer Service Officer
Opportunity savings and loans
Accra, Accra
06.2015 - 08.2015
- Managed and responded to correspondence and inquiries from customers and vendors.
- Input financial data and produced reports using [Software].
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Sales Officer
Magnum company limited
Accra
08.2011 - 09.2012
- Handled day-to-day accounting processes to drive financial accuracy.
- Entered figures using 10-key calculator to compute data quickly.
- Inspected account books and recorded transactions.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
Education
Bachelor Of Science - Accounting
University For Development Studies
Upper West Region (WA)09.2016
Business
Collins Senior High
Agogo Ashanti Region 05.2011
Skills
*Financial Planning
Languages
English
Advanced (C1)
Twi
Advanced (C1)
INTEREST/HOBBIES
Sports and Music
REFERENCE
*Mr Benjamin Sam - Branch Manager, Izwe Savings and Loans. Contact: 0248719646/0244914171.
*Mr Ike Gerald Ninson - Sales Manager, Enterprise Life insurance. Contact: 0244695109/ 0208914499
Timeline
Life Planner
Enterprise Life Insurance
10.2021 - Current
Sales Officer
Fidelity Bank
02.2021 - 09.2021
Sales Executive
Izwe Savings and Loans
10.2017 - 01.2021
Accounts Assistant
St. John's Grammar SHS
09.2016 - 08.2017
Customer Service Officer
Opportunity savings and loans
06.2015 - 08.2015
Sales Officer
Magnum company limited
08.2011 - 09.2012
Bachelor Of Science - Accounting
University For Development Studies
Business
Collins Senior High
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