Experience

BridgeFT

• United States
• Financial Services
• 1 - 100 Employee

• Sales Manager

  • Oct 2019 - Apr 2023

• National Account Manager

  • Jun 2019 - Oct 2019

• Regional Account Manager

  • Apr 2018 - Jun 2019

  Chicago, IL I provide Registered Investment Advisors (RIAs) a user friendly platform to optimize and automate their billing and client reporting, giving them time to grow their business.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Sales Representative

  • Dec 2017 - Mar 2018

  Indianapolis, Indiana Area Develop new business by following a consultative sales model. Prospect warm leads, and use Salesforce to schedule appointments/follow up. Identify gaps and customize presentations to address each prospect’s short and long term goals. Follow up to answer an questions, close sales, and extend relationships with existing clients. • Consistently exceeded productivity goals. • Enhanced technical skills, including use of Salesforce. • Converted sales from Facebook leads.



Beach Art Class

• Manager & Co-Founder

  • 2016 - 2017

  Orange Beach, Alabama Conceived and launched an event-based company that partnered with the hospitality industry. Developed strategy for marketing and sales. Negotiated terms with event managers to obtain space/dates. Set up and managed events, including catering and amenities. • Demonstrated entrepreneurial skills in launching/selling a new business.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Sales Lead & Financial Services Representative

  • 2015 - 2016

  Noblesville, IN Marketed a range of commercial (B2B) and personal financial service products. Generated leads through online marketing companies, and evaluated each company’s quality of leads. Tracked and managed leads using an Oracle CRM. Led consultative sales presentations to qualify clients and close sales. Follow up to renew contracts/policies. • Developed skill needed to analyze data/metrics to plan sales strategy, • Trained new employees to use technical systems to produce/track… Show more Marketed a range of commercial (B2B) and personal financial service products. Generated leads through online marketing companies, and evaluated each company’s quality of leads. Tracked and managed leads using an Oracle CRM. Led consultative sales presentations to qualify clients and close sales. Follow up to renew contracts/policies. • Developed skill needed to analyze data/metrics to plan sales strategy, • Trained new employees to use technical systems to produce/track leads. • Wrote a 40 page business plan that led State Farm to make me an Agent.

• Sales Lead & Financial Services Representative

  • 2013 - 2015

  Indianapolis, Indiana Area Performed duties similar to those at Ed Southard State Farm Agency. • Exceeded over sales goals by 40% and add-on sales by 30%. • Enhanced prospecting/client retention by using of Facebook and Google. • Played a lead role in the agency being ranked #1 in the country (2013-2015).