Jeremiah Kincannon: Co-Owner/Business Development/Sales in Yorba Linda, CA

Developed customer service and sales process from beginning of client engagement through end of sales process and product delivery. Built strategic referral partnerships with business owners to refer clientele. Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online and phone based information requests. Promoted client retention through high-quality service and follow through.

Helped clients looking for an apartment by interviewing the to find out there wants and needs and matching them to the ideal location. Developed creative lead generation procedures for attracting clients. Maintained a CRM of contacts to follow up with and retain clients. Followed up with potential clients regarding online and phone based information requests. Promoted client retention through high-quality service and follow through.

Interviewed prospective clients to learn about their financial needs and to discuss financial goals. Processed applications and reviewed financial information to determine best option for the borrower. Built strategic partnerships with Realtors, Financial Advisors, Insurance Agents, and Business Owners. Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online information requests. Promoted client retention through high-quality service and follow through.

Consulted clients on ways to increase business through online and offline marketing endeavors. Analyzed ratings and programming features of competitors to evaluate the effectiveness of marketing strategies. Enlisted business owners into product development program with at-cost buy in. Facilitated online lead generation for independent business owner's online marketing platforms.