Adam Rich Email & Phone Number

Chapel Hill, NC, US

Raleigh, North Carolina, United States

Raleigh-Durham, North Carolina Area

- Completed FY21 at $1.02M and FY23 at $1.19M respective to a 900K quota..- Seek to understand client business and technical challenges and fit solutions around their specific needs.- Revenue generation through new customers acquisition and deepening relationships with established accounts.

Research Triangle Park, NC

- Finished in the Top 20% of Territory Account Managers company wide.- Created and executed full sales cycle business plans to identify, advance, and close new clients.- Worked with Fortune 500 Companies such Farmers Insurance, Northwestern Mutual, Harley Davidson, and Chevron.

Research Triangle Park, NC

- Completed FY16 at $3.12M of annual goal $2.4M quota.- Captured market share by taking ownership of the territory, driving business, and being accountable to leadership's forecasting expectations.- Converted 28% of prospected leads to contracted accounts.

RTP, North Carolina

- Averaged 4.1 meetings set on a goal of 3 per week. - Maintained clear and open communication with the sales team to foster goal achievement.- Supported marketing campaign development and deployment to contribute to strategic efforts.- Researched targeted personas within prospective accounts to build rapport.

Smithfield NC

Managed client relationships after the point of sale for a team of financial advisors, prospected for potential clients, assessed their needs and prepared the advisors for appointments with the prospects or clients, processed transactions and managed clients' day to day activities, office director in charge of a team of assistants, FINRA/SIPC registered.

Raleigh NC

Inside sales role focused on the selling of deposit and non-credit fee products based on customer assessments, loan officer, client issue resolution, maintained a positive working relationship with multiple outside referral sources and branch associates to generate a larger customer base

Raleigh NC

Provided financial solutions for clients looking to plan, produce, and protect their wealth, guided clients on how to pass their assets on to their heirs in the mast tax efficient manner

Raleigh NC

FINRA/SIPC registered representative with Series 6, 63 and Life Insurance licenses, internal sales role with a focus of selling deposit and non-credit fee products based on customer assessments, loan officer, client resolution specialists, maintained a positive working relationship with internal and external with referral sources to build a larger customer.