Nicholas Groves
Surprise
Summary
Sales professional with strong track record in driving revenue growth and fostering client relationships. Skilled in negotiating deals, managing accounts, and implementing sales strategies. Known for effective team collaboration, adaptability to changing market conditions, and results-driven approach. Highly reliable with excellent communication and customer service skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sales Agent
Select Quote
07.2025 - 01.2026
- Client account management
- Identify client needs and plan requirements
- Recommend appropriate product(s) based on needs analysis
- Enrollment in appropriate health plan
Specialty Services - Client Account Representative
Vanguard: Randstad
07.2024 - 03.2025
- Open accounts: IRA, Individual, Joint, SEP, Trust, etc...
- Initiate internal and external transfer of assets (TOA) to and from Vanguard
- Change of Ownership (COO) due to death and divorce
- Generation of sales leads for RSG team
Marketing Assistance/Benefits Advisor
USA Financial Investments
07.2020 - 07.2024
- Assist government employees with benefit explanation and breakdown
- Recommendation of appropriate vehicle(s) to maximize retirement profits
- Client acquisition, management, and retention through specific marketing strategies
Account Manager CSR
General Dynamics – Maximus Federal
08.2018 - 06.2020
- Account management and assistance with federal health insurance applications, guidelines, and procedures
- Assistance with navigation and operations of healthcare.gov
- Federal Marketplace specialist
Client Service Representative
Chicago Financial Brokers
06.2016 - 06.2018
- Office administration and management
- Presentation organization, setup, and execution
- Inbound phone: client assistance
- Outbound marketing campaigns: phone, email, and ads
Insurance Agent (Captive)
Transamerica Agency Network
01.2014 - 05.2016
- Service and maintenance of existing book of business
- Prospecting for new business through phone, mail, and email
- Attended several sales and marketing seminars expanding my financial services background
Sales Associate
Currie Motors
05.2013 - 11.2013
- Successfully built a client base of customers, their families, and friends accelerating referral business
- Product knowledge with emphasis on operation, function, and value; as well as continuing education on new product developments
- Consistently achieved top tier in monthly sales contests
Sales Associate
Happy Hyundai
03.2011 - 05.2013
- Assist clients with product selection through demo, walk-around, and Q&A
- Exceeded weekly/monthly sales goals through prospecting, instore opportunities, as well as repeat business
- Top Achiever Hyundai sponsored unit volume program
- Organizer for dealership sponsored community events
Education
BA – Fine Arts (BFA) -
Columbia College Chicago
Chicago, IL01.2005
Skills
- Client services expert
- Microsoft Office expertise
- Sales strategy development
- Adaptable and coachable
Certification
- Life & Health Producer License
-AZ Resident Exp. 3/31/27
Timeline
Sales Agent
Select Quote
07.2025 - 01.2026
Specialty Services - Client Account Representative
Vanguard: Randstad
07.2024 - 03.2025
Marketing Assistance/Benefits Advisor
USA Financial Investments
07.2020 - 07.2024
Account Manager CSR
General Dynamics – Maximus Federal
08.2018 - 06.2020
Client Service Representative
Chicago Financial Brokers
06.2016 - 06.2018
Insurance Agent (Captive)
Transamerica Agency Network
01.2014 - 05.2016
Sales Associate
Currie Motors
05.2013 - 11.2013
Sales Associate
Happy Hyundai
03.2011 - 05.2013
BA – Fine Arts (BFA) -
Columbia College Chicago