Eric S. Brown
West Chester
Summary
Experienced sales professional with a strong background in financial advisory services, internal sales consulting, and sales training. Skilled in managing books of business, coaching new talent, and driving client engagement strategies that boost product adoption and deepen relationships. Known for cross-functional collaboration, performance coaching, and delivering measurable business results in regulated environments. Passionate about developing high-performing teams and aligning sales efforts with strategic business goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sales Trainer, Specialist
Vanguard
05.2023 - Current
- Assisted in developing training materials for new sales team members.
- Delivered engaging training programs to enhance sales team performance.
- Assessed sales techniques and provided constructive feedback to improve individual and team outcomes.
- Collaborated with management to identify training needs and align programs with company goals.
- Participated in role-playing exercises to enhance product knowledge and sales skills.
Senior Internal Sales Consultant
Vanguard
01.2020 - 05.2023
- Developed and maintained strong client relationships to drive sales growth.
- Analyzed customer needs to provide tailored product recommendations.
- Collaborated with strategic business partners to create effective sales campaigns.
- Utilized lead generation and used data to create focused call lists that are shared with sales partner to increase engagement with clients.
- Trained and mentored junior sales team members for improved performance.
Insurance Brokerage Specialist
Nexus Financial
06.2018 - 12.2019
- Worked intimately with financial advisors and provided analysis on their insurance planning with their high net worth clients.
- Maintained a high-level of insurance industry knowledge with an emphasis on the different carriers and product offerings.
- Constructed advanced sales concepts to provide clients with a comprehensive solution to their insurance needs.
- Provided efficient tools and resources that allowed financial advisors to grow their business.
Education
Bachelor of Science - Business Administration
Saint Joseph's University
Philadelphia, PA05-2014
Skills
- Sales Coaching
- Onboarding & Training Facilitation
- Book of Business Management
- Relationship Management
- Consultative Selling & Needs-Based Solutions
- Talent Development & Mentorship
Certification
- Certified Investment Management Analyst (CIMA®)
- Series 6, 7, 63, 24
Timeline
Sales Trainer, Specialist
Vanguard
05.2023 - Current
Senior Internal Sales Consultant
Vanguard
01.2020 - 05.2023
Insurance Brokerage Specialist
Nexus Financial
06.2018 - 12.2019
Bachelor of Science - Business Administration
Saint Joseph's University
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