Scott Mcgraw
Long Beach
Summary
Results-driven sales leader with an entrepreneurial spirit, skilled in acquiring and retaining high-value accounts while developing sales channels. Expertise in generating leads, overcoming objections, and effectively communicating with prospects to optimize customer experience. Proven ability in revenue growth, solution development, and proficiency in utilizing CRM systems to manage and track customer interactions and opportunities.
Overview
7
7
years of professional experience
Work History
Business Development Representative
Green Street
09.2023 - Current
- Collaborated with the Vice President and the marketing team lead to develop a systematic outreach to increase prospecting production throughout the sales org.
- Identified ideal clients types through Salesforce, increasing the close rate in a contracting economic cycle.
- Utilized Salesforce to manage and track prospects, ensuring timely follow-up and engagement.
- Consistency referred revenue Q/Q. Generating a total ARR $150k YTD.
Associate Financial Representative
Northwestern Mutual
09.2022 - 08.2023
- Devised and executed customer-centric strategies that propelled sales growth by seamlessly integrating client engagement tactics into the financial advisory process.
- Forged enduring client relationships and brand loyalty by consistently delivering personalized service that exceeded expectations, translating into heightened sales conversions and repeat business.
- Successfully attained monthly, quarterly, and annual production goals encompassing the onboarding of 5 new clients, outreach to 100 qualified candidates for prospecting, and augmentation of assets under management.
Financial Advisor
Northwestern Mutal
01.2020 - 10.2020
- Engaged in an immersive internship led by a seasoned financial advisor to gain a holistic understanding of the multifaceted finance and insurance sales landscape.
- Demonstrated commitment and diligence during the internship, successfully acquiring licensure in the State of California for transacting health, life, and disability insurances.
- Demonstrated adeptness in collaborative problem-solving, engaging in open discussions that led to innovative resolutions and decisions benefiting the team's overall effectiveness.
Server
Schooner Or Later
02.2022 - 09.2022
- Provided exceptional customer service by actively listening to customer preferences, recommending menu items, and ensuring a memorable dining experience.
- Consistently exceeded sales targets by employing strategic upselling techniques to promote higher-margin items and add-ons, resulting in increased average check value.
- Actively participated in pre-shift meetings to align on daily specials, customer preferences, and contributing to a coordinated approach that maximized upselling opportunities.
Real Estate Agent
Keller Williams
11.2017 - 08.2018
- Proactively generated a steady influx of leads by employing a dynamic blend of networking, targeted prospecting, and cultivating referrals, resulting in a diverse and consistent pipeline of potential buyers and sellers.
- Employed data-driven insights to sculpt sales strategies, enhancing efficiency in resource allocation and honing sales efforts on markets with the highest potential for returns, resulting in optimized sales outcomes.
- Demonstrated unwavering dedication to client satisfaction by providing personalized guidance, transparent communication, and expert insights throughout the sales process.
Education
Bachelor of Arts - Economics
San Diego State University
San Diego, CA05.2021
Skills
- Salesforce and Salesloft
- Lead Generation
- Organized and Time Management
- Business Development and Growth
- Customer Needs Assessment
- Team Building and Leadership
Timeline
Business Development Representative
Green Street
09.2023 - Current
Associate Financial Representative
Northwestern Mutual
09.2022 - 08.2023
Server
Schooner Or Later
02.2022 - 09.2022
Financial Advisor
Northwestern Mutal
01.2020 - 10.2020
Real Estate Agent
Keller Williams
11.2017 - 08.2018
Bachelor of Arts - Economics
San Diego State University
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