Gary Klein
Innisfil,ON
Overview
10
10
years of professional experience
Work History
Business Development Representative
Tekstack
02.2022 - 09.2023
- Brought in $330K of new ARR through outbound prospecting efforts.
- Booked and ran 2 discovery calls per week and brought in 70+ new sales opportunities
- Gained interest through outbound cold emails, phone calls, loom videos, and LinkedIn activities
- Researched new accounts using Crunchbase and LinkedIn Sales Navigator to research companies that would fit our ICP
- Used SalesIntel to leverage intent data for outreach.
- Managed a high volume of accounts and prioritized accounts based on engagement.
Life and Living Benefits Insurance Broker
Self Employed
08.2015 - 01.2022
- Cold canvassed 50 businesses a day
- Grew a book of business with over 200 life and health insurance clients
- Ran Fact Finding meetings to uncover prospects' insurance needs, and ended meetings by booking the “closing meeting”
- Ran “closing meetings” where I would review what was discussed in the fact-finding meetings and close the business by making an offer, and completing Insurance applications.
- Used Hubspot CRM to track different buying stages of customers, and organize my client/ prospect database.
- Serviced and managed a growing client base
- Complete daily tasks to ramp up business such as phone calls (cold/warm), holding meetings (introduction/closing), data entry (Hubspot CRM), emails, scheduling appointments, and networking (Richmond Hill Chamber of Commerce, event booths, and seminars)
Life and Living Benefits Advisor
RBC Insurance
09.2013 - 08.2015
- Ran the full sales cycle from discovering prospects' insurance needs to presenting my recommendations, to implementing the solution.
- Consistently booked 10 sales appointments per week.
- Developed and deepened client relationships with the use of Salesforce CRM
- Made 50 cold calls per day
- Participated in and ran community outreach events sponsored by RBC Insurance (eg charity golf tournament) (Booth at the community center on weekends)
Education
IFSE
Business And Society
York University
Toronto, ON01.2009
High School Diploma -
Thornlea Secondary School
Thornhill, Ontario06.2003
Skills
- Teamwork
- Communication
- Coachable
- Customer Relationship Management Software
- Salesforce CRM, HubSpot CRM, Microsoft Dynamics CRM
- Territory Expansion
- Strategic Networking
- SQL
Languages
English
Native or Bilingual
Timeline
Business Development Representative
Tekstack
02.2022 - 09.2023
Life and Living Benefits Insurance Broker
Self Employed
08.2015 - 01.2022
Life and Living Benefits Advisor
RBC Insurance
09.2013 - 08.2015
IFSE
Business And Society
York University
High School Diploma -
Thornlea Secondary School
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