Connor Broberg
Medford
Summary
Seasoned Regional Account Executive with background in fostering client relationships, developing new accounts, and exceeding sales targets. Strengths include strategic planning, customer retention, and negotiation skills. Known for driving business growth through innovative strategies and high-level relationship management.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Regional Account Executive
U.S. Bank
Boston
06.2023 - Current
- Identify and contact new leads to generate additional business, exceeding sales quotas by 15%on average
- Achieved 120% of annual sales quota, generating $1.2M in revenue against a $1.0M target
- Ranked #1 out of 20 sales representatives by consistently exceeding quarterly quotas by 15%
- Collaborated with strategic business partners to identify upsell opportunities, increasing cross-sell revenue by 20% year-over-year
- Manage a sales portfolio of over 250 clients, growing territory by 45% in three years
Wealth Management Associate
Fidelity Investments
Merrimack
05.2022 - 06.2023
- Onboard and maintain client accounts by collecting client information, assessing risk and processing transactions
- Cultivated and enhanced client relationships through active communication, resolving inquiries, and maintaining current information
- Engaged in business development activities to expand client relationships and generate referrals from existing clients
- Collaborate with middle and back-office colleagues to ensure an exceptional client experience
- Work with lead advisors to help prepare materials and maintain detailed notes for client review meetings
- Monitored industry trends and alerts and disseminated pertinent information.
Education
Bachelor of Arts - Economics
University of New Hampshire
Durham, NH 09.2015 - 12.2019
Skills
- Negotiation Technique
- Time Management
- Client engagement
- Sales strategy development
- Consultative and relationship selling
- Key account development
- Solution selling
- Collaborative
- Revenue generation
- Relationship management
- Negotiation skills
- Sales presentations
- Competitive analysis
- Client acquisition
- Pipeline management
- Territory management
Timeline
Regional Account Executive
U.S. Bank
06.2023 - Current
Wealth Management Associate
Fidelity Investments
05.2022 - 06.2023
Bachelor of Arts - Economics
University of New Hampshire
09.2015 - 12.2019