Austin Bryan Email & Phone Number

Bellevue, Wa, Us

Bellevue, Washington, United States

Performance Metrics & Reporting: Consistently meet and exceed sales targets, providing regular updates on performance, sales pipeline, and revenue forecasts to leadership.Solution Selling: Collaborate with potential clients to understand their unique business needs and challenges, offering tailored product and service solutions that enhance operational efficiency and drive growth.Collaboration with Cross-Functional Teams: Work closely with marketing, customer success, and… Show more Performance Metrics & Reporting: Consistently meet and exceed sales targets, providing regular updates on performance, sales pipeline, and revenue forecasts to leadership.Solution Selling: Collaborate with potential clients to understand their unique business needs and challenges, offering tailored product and service solutions that enhance operational efficiency and drive growth.Collaboration with Cross-Functional Teams: Work closely with marketing, customer success, and product teams to align sales efforts with company goals, ensuring a seamless experience for clients from initial contact to post-sale support. Show less

Bellevue, Wa

Sales Cycle Management: Manage the full sales cycle from prospecting to closing, building strong relationships with decision-makers and influencers, and negotiating contract terms to close deals in a competitive marketplace.

Bellevue, Washington, United States

Lead Generation & Prospecting: Actively identify and qualify leads through cold calling, email outreach, and networking, utilizing tools like Salesforce and LinkedIn to build and maintain a strong sales pipeline.

Bellevue, Wa

B2B Sales Strategy & Execution: Spearhead the acquisition of new small to medium-sized business clients, developing and executing targeted sales strategies to drive revenue growth.

Bellevue, Wa

Client Relationship Management: Developed and managed a portfolio of high-net-worth individuals and families, providing bespoke wealth management strategies to preserve and grow clients' wealth across multiple generations.Business Development: Prospected and developed new business through referrals, networking, and participation in industry events, expanding the private banking book of business and increasing assets under management.Cross-Functional Collaboration: Collaborated… Show more Client Relationship Management: Developed and managed a portfolio of high-net-worth individuals and families, providing bespoke wealth management strategies to preserve and grow clients' wealth across multiple generations.Business Development: Prospected and developed new business through referrals, networking, and participation in industry events, expanding the private banking book of business and increasing assets under management.Cross-Functional Collaboration: Collaborated with JPMorgan’s broader wealth management and investment teams, leveraging the firm's global resources and expertise to offer clients comprehensive, integrated solutions.Tailored Financial Education: Educated clients about various aspects of financial management, including risk mitigation, tax efficiency, and investment diversification, helping them make informed and confident decisions about their wealth.Client Onboarding & Retention: Led the onboarding process for new clients, including detailed financial assessments, strategy development, and portfolio setup, while ensuring exceptional service to maintain strong client retention rates. Show less

Bellevue, Wa

Client Relationship Management: Cultivated long-term relationships with clients by providing personalized financial guidance, helping them set and achieve financial goals through comprehensive financial planning strategies.Sales & Business Development: Prospected, acquired, and onboarded new clients through targeted outreach and referrals, contributing to business growth in the region. Developed and delivered effective presentations and proposals to secure new… Show more Client Relationship Management: Cultivated long-term relationships with clients by providing personalized financial guidance, helping them set and achieve financial goals through comprehensive financial planning strategies.Sales & Business Development: Prospected, acquired, and onboarded new clients through targeted outreach and referrals, contributing to business growth in the region. Developed and delivered effective presentations and proposals to secure new business.Collaborative Teamwork: Worked closely with colleagues across departments (insurance, investment, legal) to deliver holistic financial solutions and achieve team sales targets.Compliance & Regulatory Adherence: Ensured compliance with industry regulations, including FINRA, SEC, and state insurance requirements, maintaining all necessary licenses and certifications. Show less

Bachelor'S Degree, Communication And Sociology

Activities and Societies: Humboldt State Men's Basketball and Latino Club for Academic Excellence Earned the opportunity to obtain.

Communication

Activities and Societies: DU Men's Basketball Earned the opportunity to start my Communications degree while under scholarship.

Education record

Activities and Societies: WHS Men's Basketball / WHS Men's Baseball / WHS Men's Football