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Aaron Hahn is listed as Highly impactful Financial Advisor, Employee Benefits, & Commercial Insurance manager to enrich peoples' lives with lasting positive change. at Heritage Financial Services, a company with 48 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Aaron Hahn.
Aaron Hahn previously worked as Estate/Financial Account Executive at Heritage Financial Services and Sales Development Representative at Orum. Aaron Hahn holds Business Development, Hotel Administration, Foodservice Management, Human Resources from Cornell University.
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On a mission to provide my family with everything I never had, all the great I did have, and a way for them to reach for all they will dream is possible.Experienced Sales Professional with a demonstrated history of success in the SaaS, Insurance, and Financial Services industries.Related skills: Cold calling, coaching/mentoring, MEDDIC, objection handling, Salesforce, Outreach, SalesLoft, Gong, Orum, SendPotion, Sendoso, LinkedIn Sales Navigator/Insights, ZoomInfo, LeadIQ, Lusha, G-Suite, Zoom, Lucid Chart, Notion and Avoma.
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Laguna Niguel, CA
⦁ Awarded Top Advisor, #1 in the Company, in 2019, 2021, & 2022 out of all California advisors including highest total revenue/investment sales brought into the company.⦁ Personally serviced over 3,500 clients out of our 40,000+ clients entailing estate, legacy, financial,employee benefits, retirement, business, and tax planning, buy/sell agreements.
Remote
Are you obsessed with speed? Empower your inside sales team by automating the most difficult parts of outbound calling and outreach. Orum leverages the latest in AI to detect when reaching a voicemail, filter out bad numbers, and navigate phone directories for you to get your reps into live conversations faster than ever.
Tustin, CA & Laguna Hills, CA
⦁ Awarded Office of the Year 2012-2013 in Tustin and again in 2014-2015 in Laguna Hills branches out of all California sales offices. ⦁ Ranked Top Agent in multiple offices winning Agent of the Month several times including consecutive awards for six months straight. ⦁ Qualified for every single Sales Summit trip awarded to top Agents only since with the.
Newport Coast, CA
⦁ Prospected, from beginning to completion, the acquisition of new sales from the business banking arm's full product suite of financial products to small business customers up to $5M in annual sales revenue routinely working with Owners and the C-suite.⦁ Drove and managed business banking relationships with high net worth individuals and businesses.
Irvine, CA
⦁ Worked directly and developed close-knit professional relationships with local business owners and managers to become the #1 local business bank branch in the area resulting in 500% growth year over year.⦁ Opened a new branch ranking #1 in the district and personally led in total deposit sales and new business exceeding over $2.5M since opening. Drove.
⦁ Established corporate relations through networking with departmental heads to acquire daily & weekly repeat catering business with large neighboring companies.⦁ Served as primary liaison between Carmel Valley Bakery Café and all clientele: negotiating and establishing contracts, managing the process from initiation to completion.⦁ Created and executed.
Lake Forest, CA
⦁ Acquired new business by establishing relationships with Owners and General Managers of insurance companies, vehicle body shops, and car dealerships in large volume rental sales contracts resulting in increased Earnings Per Car from $11/car per month to over $50/car per month.⦁ Implemented proper underwriting qualifications of vehicle rental for.
Other employees you can reach at heritagefinservices.com. View company contacts for 48 employees →
Mitchell Schultze
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
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Tim Brungardt, Lutcf
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
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Casey Knake Cfp®, Clu®, Chfc®, Cap®
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
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Jon Hilbert
Colleague at Heritage Financial ServicesAnnapolis, Maryland, United States, United States
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Carol Taylor
Colleague at Heritage Financial ServicesHoney Creek, Iowa, United States, United States
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Aaron Ostler
Colleague at Heritage Financial ServicesBennington, Nebraska, United States, United States
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Colby Conover
Colleague at Heritage Financial ServicesNorfolk, Nebraska, United States, United States
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Andrew J Ferguson
Colleague at Heritage Financial ServicesLincoln, Nebraska, United States, United States
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Guyett, Wendy
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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Wendy Guyett
Colleague at Heritage Financial ServicesOmaha, Nebraska, United States, United States
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Activities and Societies: The Professional Development Program
Activities and Societies: School of Social Sciences Dean's Ambassadors' Council
Quick answers generated from the profile data available on this page.
Aaron Hahn works for Heritage Financial Services.
Aaron Hahn is listed as Highly impactful Financial Advisor, Employee Benefits, & Commercial Insurance manager to enrich peoples' lives with lasting positive change. at Heritage Financial Services.
Aaron Hahn is based in Irvine, California, United States while working with Heritage Financial Services.
Aaron Hahn has worked for Heritage Financial Services, Orum, Automobile Club Of Southern California, Wells Fargo, and Chase.
Aaron Hahn's colleagues at Heritage Financial Services include Mitchell Schultze, Tim Brungardt, Lutcf, Casey Knake Cfp®, Clu®, Chfc®, Cap®, Jon Hilbert, and Carol Taylor.
You can use AeroLeads to view verified contact signals for Aaron Hahn at Heritage Financial Services, including work email, phone, and LinkedIn data when available.
Aaron Hahn holds Business Development, Hotel Administration, Foodservice Management, Human Resources from Cornell University.
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