Sales Development Specialist

SARAH BIRD

404-***-**** Dawsonville, GA *************@*****.***

SALES SPECIALIST

Possess the strategic vision to develop and implement sales programs that increase product awareness, market share and profitability. Extensive background in sales, relationship building, recruiting, and training. Excel in team leadership and motivational management to achieve aggressive business goals.

● Grow sales in every position held.

● Adept at introducing sales concepts and marketing strategies via phone and in-person.

● Well-versed in a host of insurance and financial solutions for customers, as well as sales techniques for businesses.

● Skilled in conducting training programs, including video conferences and e-training.

● Proficient in MS Word, Outlook, Excel, PowerPoint and CRM (Salesforce and proprietary systems). WORK EXPERIENCE

Door Dash and Uber San Francisco, CA 10/2023 – Present Delivery and Rideshare while pursuing post graduate studiesrah Driver

• Delivering and transporting customers safely to destination locations.

• Working with restaurants to make sure orders were correct and quicky delivered. Operatix Dallas, TX 03/2022 – Present

Premier Tech Sales Development Organization

Sales Development Representative

• Working with multiple technology companies to increase business development, market penetration and retention of customers.

• Selling for organizations that included SaaS and STaaS offerings along with AI and ML.

• Increase production month over month by 20%.

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Peachtree Service Experts Duluth, GA 05/2021 – 03/2022 Full Service 24/7 Premier HVAC Company

Residential Comfort Advisor

● Educated potential and existing customers on HVAC equipment options, indoor air quality and potential hazards in their home.

● Designed and sold appropriate heating and air systems that fit within the customers budget and met their needs.

● Increased territory sales by 9% each quarter.

SUNPRO SOLAR Lawrenceville, GA 10/2020 – 04/2021 Premier Renewable Energy Company

Solar Energy Specialist

● Networked and sought out opportunities for engagement to build a client base.

● Educated potential and existing customers on Sunpro Solar’s clean energy solutions and ways to save money.

● Designed solar system arrays while helping the client balance solar offset and budget.

● Conducted Homeowner Association and small interest group seminars to further referral leads and close additional business.

COMMAND CONSULTING Cumming, GA 04/2019 - 10/2020 A full-service consulting firm that works with financial advisors and their clients to bring specific and beneficial tax solutions to high-net-worth clients.

Consultant

● Mentored and recruited advisors that needed specific tax beneficial programs to offer their high-net-worth clients.

● Met with clients and advisors to coach and guide through the loan process, the product appropriateness and help determine suitability selection to maximize their tax benefits to the estate.

● Networked to build client base by utilizing industry contacts and referrals.

● Consistently closed cases with first year commission in the $5M-15M range. DALTON EDUCATION Cumming, GA 04/2017 - 04/2019

A leading provider of CFP® education and review programs which partners with top tier business schools around the country to deliver the most innovative online CFP® programs available. Regional Account Manager

● Recruited and mentored advisors as they progressed through their CFP® education and review requirements.

● Exceeded sales goals for growth by more than 20% each quarter while growing two established accounts by more than 150% in the previous year.

● Networked to build client base by utilizing industry conventions, referrals, and on-site visits.

● Promptly resolved customer service issues and acted as a one stop resource for CFP® education. THREE BRIDGES FINANCIAL GROUP Alpharetta, GA 04/2016 – 04/2017 A comprehensive, planning-first financial services firm that serves as a go-to retirement resource for clients. Financial Planning Consultant

● Consult with clients to determine financial needs and goals; offer detailed, research-based advice on strategies to meet client needs and develop growth plans.

● Exceed sales goals for financial products by more than 10% each quarter.

● Continuously network and build individual client base by utilizing dinner seminars, referrals and networking functions.

● Promptly resolve customer service issues and answer financial questions. 3-MENTORS Suwanee, GA 2014 - 2016

An annuity and life insurance Field Marketing Organization (FMO) leader built for producers by producers. Business Development Manager

● Recruited and trained new advisors; assisted in case design and development and sales strategies.

● Beat 1-year recruiting target by 83% (goal 48 - actual 88).

● Grew the new life department and provided 55% of company’s life target premium through personal agent support and case design.

● Generated 60% of life insurance sales among a team of 4 agents (IUL, GUL, LTCi, DI, etc.).

● Increased book of business $700,000 – from 1.6M to 2.3M in target premium.

● Assisted company in moving into the final expense and Medicare supplement market.

● Worked closely with carriers, wholesalers and underwriters to ensure cases come to fruition. PIEDMONT MOUNTAINSIDE HOSPITAL Sleep Center and Specialty Clinic Jasper, GA 2011 - 2014 Patient Access Rep II

● Developed a deeper understanding of health insurance and how that process works.

● Negotiated prior authorizations and verified insurance benefits with individual carriers and estimated patient payments and billing.

ENTAIRE GLOBAL COMPANIES - Duluth, GA 2009 - 2011

A diversified financial services holding company engaged primarily in the life insurance premium finance industry. Its subsidiaries include Global Financial Distributors and Allied Marketing Partners (below). GLOBAL FINANCIAL DISTRIBUTORS

Financial Services Representative (2011-12)

● Grew sales 30 percent year over year and closed over $14M in loans in February 2012 alone.

● Served as account manager on large financed premium cases in excess of $50M first year commission.

● Worked as intermediary between the agent, lender and underwriting agency.

● Pushed cases through from discovery to closing, acquiring all necessary documentation in the process. ALLIED MARKETING PARTNERS

Senior General Agent (2009-12)

● Ran a “one-man show” - handled all day-to-day operations, recruited, and trained agents.

● Doubled the target premium year over year.

● Became a product expert and assisted in the field with case development and design.

● Guided marketing department in creation and content of division website and marketing materials.

● Negotiated commission contracts from carriers and up-line Independent Marketing Organizations. OLD MUTUAL FINANCIAL NETWORK - Atlanta, GA 2006 - 2009 A global diversified financial services network and one of the world’s largest insurers of Life and Health products. Headquartered in London, England, and listed on the Fortune Global 500. Senior Regional Coordinator

● Increased Universal Life sales for largest account by over $1M.

● Promoted products distributed by IMOs ranging from $1M to $44M in annual production.

● Led development of individual regional coordinators via daily coaching, advanced product and concept training, process management and setting clear expectations. EDUCATION

BBA, Risk Management & Insurance - Georgia State University, Atlanta, GA 2006

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