- Developed, implemented, monitored, and coached to numerous metrics and tactics for both individuals and teams
- Tested and successfully launched multiple sales processes, tools, and tech platforms
- Independently generated over $145k in annualized premium to individuals and families in first year of employment
- Achieved 5th place in the nation for agency rookie net premium and 2nd place in Oklahoma in first year
- Recognized multiple times for exceptional client relationships and attentiveness to client needs
- Excelled in ability to quickly and effectively adapt and create customized solutions and clearly communicate with clients in a relatable, respectful and efficient manner
August 2016 – September 2017
Territory Sales Manager
Solely responsible for all business operations involving Altria’s three operating companies within 132 account territory and 15 store key account
- Consistently achieves and exceeds goals to reduce churn (to under 5%), stimulate client engagement (36% increase), and increase overall revenue (added $253k in monthly revenue in January and February 2019 alone)
- Built and maintains deep understanding of the 55+ B2C and B2B product and service verticals that my clients conduct business within so that each relationship can be intelligently optimized for maximum mutual success
- Frequently negotiates new contract terms ensuring that ROI and overall value and profitability metrics are met
- Achieved ~8% growth in a declining industry across entire territory generating over $32 million in annual sales
- Personally developed and implemented comprehensive marketing plan that overhauled a 15 store key account generating over $1 million in sales that yielded ~10% growth through effective leadership of 6 person team
- Showed initiative in acquiring Oklahoma Account Manager responsibilities for a national chain account including developing and implementing business plans that were presented to national executives, as well as provided direction and leadership to 11 Oklahoma sales representatives resulting in significant increases in revenue, share and share of market across the state as well as the region
- Frequently recognized by upper management as a leader in outstanding relationship skills internally and externally
- Utilized high level analytics and data mining to create professional business plans and was able to influence clients effectively using powerful fact based selling conversations and presentations
University of Kansas- Lawrence, KS
Bachelor of Science, Business Marketing Concentration: Entrepreneurship
Graduated May 2010
July 2012 to June 2014
National Account Manager
Oversaw team of Sales Development Representatives to drive maximum effectiveness and grow sales pipeline
- Named one of “Tulsa’s New Leader’s 2014” by Cystic Fibrosis Foundation
- Current President, Emergency Infant Services YP Board
- Board of Directors member, Emergency Infant Services
- Boy Scouts of America Eagle Scout
September 2017- May 2018
Responsible for maintaining and further developing partnerships with 150+ current corporate clients and a $5 million annual revenue book of business
Field Sales Representative
Charged with acquisition, retention, and maintenance of health, life and ancillary insurance clients in east Oklahoma and west Arkansas markets
Spencer H Peavey
Tasked with all top of the funnel sales actions, from strategic prospecting to pitching and building pipeline of potential new corporate clients which resulted in $840,000 in new annual revenue.
May 2018 - Current
May 2010 to July 2012
Employee Benefits and Healthcare Consultant
Provided guidance to c-level decision makers of companies ranging from 2 to 300 employees on all matters healthcare and benefits
- Utilized multi-faceted strategic approach and tech stack to most effectively engage with prospects and provide value
- Intelligently qualified potential clients and built urgency and interest in our product and resources, then teed-up Account Executives for negotiating/closing conversations
(British variant spelling of organization)
June 2014 to June 2016
- Proactively grew client base from $0 to over $1.6 million in annual premium while simultaneously overseeing all aspects of maintaining stellar client relationships, implementing strategies and placing creatively sourced products
- Relied on heavily as outsourced expert and trusted partner for effectively navigating the complexities of the healthcare and benefits world, staying ahead of the curve on the topics of compliance and technology and delivering on the overall goals of cost management and providing a Fortune 500 experience to companies and their employees
- 1 of 5 employee benefits consultants nationwide chosen to participate in exclusive HUB sales development course