Connor Greep

Finance Major | Professional Selling Program

Linkedin: www.linkedin.com/in/connorgreep

Professional Sales Role-Play

This recorded sales role-play demonstrates my ability to conduct discovery, handle objections, and communicate value in a professional sales conversation

about

ABOUTME

I am a Finance major in the Professional Selling Program at the University of Central Florida with a strong interest in sales, finance, and client-facing roles. I am motivated by relationship-building, problem-solving, and creating value through clear communication.

Personal Attributes

Driven | Analytical | Competitive | Adaptable | Dependable

Why Sales?

I am interested in sales because strong sales skills are essential in client-facing finance roles. Whether working in wealth management, banking, or advisory services, the ability to understand client needs, communicate complex information clearly, and build long-term trust is critical. Sales has taught me how to ask effective questions, listen actively, and present solutions in a way that aligns with a client’s goals. These skills directly support my long-term interest in finance by strengthening my ability to build relationships and deliver value to clients.

Relevant Coursework

Equity & Capital Markets

Valuation of equities using DCF, dividend discount models, and relative valuation techniques
Analysis of capital market efficiency and the role of information in security pricing
Application of risk–return concepts including CAPM, beta, and the Security Market Line
Evaluation of market structure, IPOs, and secondary market trading dynamics
Assessment of behavioral finance concepts and their impact on investor decision-making

Professional Selling

Development and execution of structured sales calls using a consultative selling approach
Conducting discovery to identify customer needs and tailor value-based solutions
Objection handling and negotiation techniques in role-play and real-world scenarios
Building long-term client relationships through trust and effective communication
Application of professional presentation and closing strategies

Corporate Finance

Financial statement analysis to evaluate firm performance and financial health
Time value of money applications for capital budgeting and investment decisions
Capital structure analysis and the cost of capital in corporate decision-making
Evaluation of cash flows and project feasibility using NPV and IRR
Understanding agency problems and corporate governance considerations

Debt and Money Markets

Analysis of short-term debt instruments including Treasury bills, commercial paper, and repurchase agreements
Understanding interest rate determination and the structure of money markets
Evaluation of credit risk and liquidity considerations in debt markets
Impact of monetary policy on interest rates and financial markets
Role of debt markets in corporate financing and financial stability

Mission Statement

My mission is to build meaningful, trust-based relationships by understanding client needs and delivering thoughtful, value-driven solutions.

Favorite Sales & Business Books

How to Win Friends & Influence People — Dale Carnegie
Grit: The Power of Passion and Perseverance — Angela Duckworth
Find Your Why — Simon Sinek (with David Mead & Peter Docker)
The 7 Habits of Highly Effective People — Stephen R. Covey

Professional Selling Program

The Professional Selling Program at the University of Central Florida is designed to develop students’ communication, relationship-building, and problem-solving skills in a professional sales environment. Through coursework, role-play exercises, and real-world applications, the program emphasizes consultative selling, ethical decision-making, and value-based solutions. The program has strengthened my ability to communicate clearly, understand client needs, and apply sales principles in business and finance-related settings.

Favorite Quote

“There is only one way under high heaven to get anybody to do anything. And that is by making the other person want to do it.”
— Dale Carnegie

Work Samples

PowerPoint Sample
Portfolio Risk & Return Analysis Project

Book Analysis: How to Win Friends & Influence People
A written analysis examining relationship-building, influence, and communication principles and their application in professional settings.

Leadership & Involvement

Phi Delta Theta Fraternity – University of Central Florida

Philanthropy Chair/Executive Board member (Nov 2023-Nov 2024)
Recruitment Board member (Jan 2023-Present)
Sports Chairman (Aug 2023-Dec 2023)
Rush Chair (Jan 2025-September 2025)
Started the first Phi Delta Theta Bible study at UCF

Antioch Church – Orlando, Florida

College life group/small group leader (October 2025-Present)
Serve on the setup and breakdown team (Jan 2022-Present)
Leader/marketer/organizer of Welcome Week event that attracted 700+ UCF students
Participated in 7 Mission trips including a six-week trip to Portugal and Japan
Helped lead a team on a mission trip to Belize May 2025 for 10 days

Technical & Analytical Skills / Certifications

Technical & Analytical Skills

Financial analysis and valuation
Risk–return analysis (beta, Sharpe ratio, diversification)
Excel (data analysis, modeling, charts)
PowerPoint and professional presentations
Research and written analysis

Certifications

SIE Exam
Excel certified
PowerPoint Certified