DAYLON PHILLIPS

Inland Empire, CA 909-***-**** linkedin.com/in/daylon-phillips

Dynamic and results-driven professional aspiring to excel as an Account Executive, leveraging a solid background in sales, relationship management, and strategic business development. Adept at identifying client needs, implementing targeted sales strategies, and nurturing long-term partnerships. Strong communicator with a track record of exceeding sales targets and contributing to organizational growth. Eager to utilize a proactive approach and a passion for sales to drive revenue, optimize client satisfaction, and achieve business objectives in a dynamic sales environment.

KEY COMPETENCIES

Account Management Consultant Sales Client Relations Territory Development Communication

Public Speaking Resourceful Cross-functional Collaboration Leadership Strategic Planning Hiring & Staffing Negotiation Training & Coaching Analytical Operations Market Analysis

CRM ADP MS Office Google Suite

PROFESSIONAL EXPERIENCE

Family First Life Remote, CA 09/2021 – Present

Insurance Broker

Licensed in 44 states, managed a minimum of 150 accounts.

Conduct thorough client consultations to evaluate insurance needs and risk profiles

Research and analyze insurance options from various providers to recommend policies that align with client requirements and budget constraints

Effectively communicate policy terms, coverage details, and premiums to clients, ensuring a clear understanding of their insurance choices

Process policy applications, endorsements, and claims, maintaining accurate records and transactions

Foster strong relationships with insurance underwriters and carriers to negotiate favorable terms and conditions for clients

Provide exceptional customer service, addressing inquiries, concerns, and claims promptly and professionally

U.S Bank Remote, CA 03/2015 – 09/2021

Vice President Market Manager

Oversaw 15 branches throughout Inland Empire, including Bakersfield, CA.

Implemented strategies to expand the bank's presence, enhance market share, and increase profitability

Analyzed market trends, customer preferences, and competitor activities to identify opportunities and develop action plans for sustainable growth

Monitored branch performance metrics, including customer acquisition, loan portfolios, deposits, and cross-selling initiatives, to achieve sales targets and revenue goals

Provided guidance and mentorship to branch managers, facilitating their professional development and ensuring consistent achievement of objectives

Collaborated with various departments to ensure compliance with regulatory requirements and implement best practices in customer service and operations

Mike Russ San Diego, CA 04/2014 – 03/2015

Insurance Trainer

Designed and developed training programs, modules, and materials tailored to meet the specific needs of the insurance company and employees

Delivered training sessions to insurance agents and brokers, covering topics such as policies, regulations, sales techniques, customer service, claims processing, underwriting, and industry updates

Organized and facilitated workshops, seminars, and interactive sessions to encourage active participation

Trained agents on effective sales strategies, negotiation techniques, and customer relationship management which enhanced their ability to sell insurance policies and build long-term client relationships

Schools First Federal Credit Union Anaheim, CA 01/2013 – 05/2014

Vice President Branch Manager

Oversaw 32 employees throughout Hesperia and Victorville branch locations.

Managed the daily administrative, operational, and compliance aspects of the branch

Led initiatives to broaden revenue streams and cultivate strong client partnerships

Ensured vigilant monitoring of daily transactional activities at the branch which ensured minimal mistakes and increased overall performance tracking

Engaged in productive collaboration with fellow branch managers to create business strategies and uphold branch profitability

Sustained relationships with current clients and pursued the acquisition and development of new clientele

Revised and redefined specific roles of employees based on their respective titles

JP Morgan Chase Bank Pasadena, CA 09/2010 – 05/2012

Vice President Branch Manager

Oversaw 34 branches throughout Los Angeles County. Responsible for Sales, Service, and Operations.

Led a team of professionals to deliver exceptional banking services while ensuring compliance with regulatory guidelines and company policies

Drove business growth by strategically expanding the branch’s market presence, resulting in increased revenue

Monitored branch performance metrics, analyzed key performance indicators, and initiated corrective actions to achieve and exceed performance targets

Promoted a positive work culture that fosters employee engagement, collaboration, and continuous improvement, ensuring a motivated and empowered team

Bank of America Los Angeles, CA 05/2006 – 08/2010

Vice President Regional Manager, (July 2015 – October 2017)

Overall management of a team of 12 remote admissions counselors throughout Inland Empire, Los Angeles, and Hawaii

Developed and executed strategic plans in alignment with the bank’s goals and objectives

Monitored branch performance, sales targets, customer service standards, and operational efficiency

Implemented customer-centric strategies to enhance customer satisfaction and retention

Managed the financial performance of branches, including revenue generation, expense management, and budget adherence

Evaluated market trends, competition, and customer needs to develop effective growth strategies

EARLY CAREER SUMMARY

Co-Manager US Bank

Client Financial Analyst CitiBank

EDUCATION

California Maritime Academy Vallejo, CA

Bachelor of Science – Marine Engineering Technology

LICENSES

Life & Health California Department of Insurance

Contact this candidate