DEBBIE PINHEIRO
Porto De Mos
Summary
Results-driven professional with 25 years in sales, business development, and client engagement within large financial services. Expertise in project management and cross-functional collaboration in fast-paced environments. Notable for delivering quality outcomes and fostering strong partnerships with sales leaders and marketing teams. Results-driven professional with a strong background in sales, business development, and client engagement within financial services. Delivers quality outcomes through project management and cross-functional collaboration. Fosters strong partnerships with sales leaders and marketing teams to optimise performance.
Overview
2
2
Languages
Work History
Sales Consultant
Voya Financial Services
Windsor, CT
- Provide daily outbound and inbound engagement opportunities focused on retirement solutions for existing and prospective clients.
- Partnered with business development and sales teams to generate and analyse qualified opportunities, enhancing effectiveness of Retirement Consultants.
- Analyze interaction trends and outcomes to support sales strategy and performance optimization.
- Prepare and deliver reports to management on sponsor engagement, market performance, and campaign effectiveness.
- Collaborated with Marketing on targeted campaigns that promoted product solutions, increasing visibility among participants and prospects.
- Serve as escalation point for system, client, and vendor issues, ensuring timely resolution.
- Developed training materials and documented procedures for Lead Management, facilitating onboarding and ensuring consistency across teams.
- Designed and launched a marketing website supporting onsite sponsor education meetings.
Business Development Consultant
ING Financial Services
Hartford, CT
- Supported business development and divisional sales managers to drive sales objectives across multiple channels.
- Coordinated prospect development, outreach initiatives, and RFP completion while managing data and meeting logistics.
- Collaborated with internal and external partners, including strategic relationship, licensing, and continuing education teams.
- Played a key role in creating and distributing marketing agreement letters to top firms.
- Maintained and optimised contact management databases, enhancing communication across three business segments.
- Managed complex calendars, travel arrangements, sales reporting, and ad hoc projects for senior leaders.
Administrative Sales Consultant
ING Financial Services
Hartford, CT
- Assisted sales leadership with calendar and travel management, produced monthly sales reports, and conducted territory analysis to inform strategic decisions.
- Leveraged data analysis to identify sales opportunities, territories, and growth zones.
- Acted as the single point of contact for 50+ wholesalers, providing high-quality operational and administrative support.
- Created distribution lists and facilitated execution of marketing campaigns to enhance outreach and engagement.
- Developed and distributed a monthly newsletter to field and senior management to ensure consistent communication and updates.
- Coordinated internal and external meetings, symposiums, and cross-functional events, including collaboration with European sales teams.
- Partnered with HR to manage staffing processes, including job postings, onboarding, background checks, and equipment coordination.
Education
High School -
Conard High School
01-2023
Skills
- Business development
- Data Analysis & Reporting
- Data analysis
- Sales reporting
- Marketing Campaign Support
- Marketing coordination
- Project management
- Process improvement
- Process documentation
- Client issue resolution
- Stakeholder management
- Operational support
- Calendar management
- Organisational skills
- Attention to Detail
- Relationship Management
- Microsoft Office proficiency
- Microsoft Office proficiency
Languages
Fluent in Portuguese
Working knowledge of Spanish
Custom
- Director of Events & Public Relations, Portuguese Club of Newington, 2 years
- Youth soccer coach, Pre-K–4th grade, Rec Director
- School volunteer
Timeline
Sales Consultant
Voya Financial Services
Business Development Consultant
ING Financial Services
Administrative Sales Consultant
ING Financial Services
High School -
Conard High School