Daniel Wagstaff
Account Manager at Sawtooth Software- Claim this Profile
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Topline Score
Bio
Credentials
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Resident Producer Individual Life
State of UtahJun, 2014- Nov, 2024 -
AML Cirtificate
LIMRA -
Non-Resident Life Producer
State of California -
Non-Resident Life Producer
State of Washington -
Non-Resident Life Producer
State of Idaho -
Non-Resident Life Producer
State of Colorado -
Non-Resident Life Producer
State of Oregon
Experience
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Sawtooth Software
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United States
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Software Development
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1 - 100 Employee
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Account Manager
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Sep 2020 - Present
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England Logistics
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United States
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Truck Transportation
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500 - 600 Employee
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Account Manager
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Jun 2020 - Sep 2020
• Create and manage multiple client portfolios using the Salesforce CRM• Actively find and qualify potential clients • Create programs tailored to satisfy individual client needs• Actively assist clients in overcoming concerns and meeting objectives to satisfy needs• Simultaneously manage multiple accounts through various levels of the sales process • Create and manage multiple client portfolios using the Salesforce CRM• Actively find and qualify potential clients • Create programs tailored to satisfy individual client needs• Actively assist clients in overcoming concerns and meeting objectives to satisfy needs• Simultaneously manage multiple accounts through various levels of the sales process
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Self-Help Homes
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United States
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Construction
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1 - 100 Employee
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Co-op Volunteer
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Apr 2018 - Sep 2020
-Participated on a team in building 10 residential homes in Heber, Utah -Spent 35 hours a week framing, roofing, sheeting, finish carpentry, and cabinetry-Worked in teams to coordinate scheduling and complete tasks with a deadline -Participated on a team in building 10 residential homes in Heber, Utah -Spent 35 hours a week framing, roofing, sheeting, finish carpentry, and cabinetry-Worked in teams to coordinate scheduling and complete tasks with a deadline
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Residential Life Broker
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Jun 2014 - May 2020
-Personally created clientele through face to face referrals, direct mail marketing, online marketing, and over-the-phone contact-Generated over $ 3,600,00 annualized premium across 6 life insurance companies-Strategically planned and managed 30 leads per week in various cities and states-Actively trained new agents through seminars, written materials, and ride-along training opportunities-Strategically recruited, trained, and managed team of life agents-Actively assisted clients in overcoming concerns and meeting objectives to satisfy needsServed customers over the phone and face to face with personally tailored policies and active customer -relationship management
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PCI Compliance Representative
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Jan 2012 - May 2014
Customer service agentGenerated over the phone customer service and sales Customer service agentGenerated over the phone customer service and sales
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Education
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Utah Valley University
Bachelor of Science - BS, Public Relations
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