Adam Evans Email & Phone Number

Long Beach, Ca, Us

Long Beach Ca

● Prospected managed and funded a personal pipeline of new andretained clients averaging $40 million per year.● Trained and led a large team of salespeople with zero experience toproducing in around three months.● Created, scaled and operated a fully in-house direct mail operation basedon data analytics that targeted an average of 25,000 householdsper month.● Developed and automated client retention systems increasing pastclient retention by 150% and converted old prospects into clients.● Overhauled internal approval process for transactions bydelegating and structuring tasks, reducing average processingtime from 35 days to 21 days.● Designed a website and integrated a custom automated CRM dripcampaign that led to a 400% increase in client contact.● Grew to top 5% broker in the nation in 2019, 2020 and 2021 by loanamount funded.● Grew company from funding ~$550k per year to ~$140 million peryear, creating ~$2 million in gross revenue per year.

Long Beach, California, United States

● Used Hubspot CRM to cold call aged leads to generate $50,000 in ARR in first 6 months of employment● Implemented LinkedIn Sales Navigator as a new source of outbound lead generation resulting in over 100 new leads and $9,750 ARR● Generated a total of $140,000 in ARR in first 6 months● Designed and implemented a new quoting system reducing time to generate a quote from 1 hour to 5 minutes saving countless hours of company time across department.● Demonstrated soft skills and abilities to successfully communicate and collaborate with many personality types across all departments● Achieved Employee of the Month for innovation in a 62-person, 40-year-old company in month 7 of employment

5150 Pacific Coast Hwy #251

● Presented the benefits of loan products and proposed products toinbound and outbound marketing leads via the internet, phonecalls and in-person.● Crafted compelling marketing materials, distributed weekly viamail to 3000 households, resulting in a consistent flow of inboundleads.● Conducted a comprehensive analysis of clients personal financesand credit to determine loan eligibility creating a closing rate ofover a 90% on deal submissions.● Guided hundreds of clients through a unique and complex loanprocesses providing personalized customer service to developtrust and personally ensured client satisfaction.● Attended weekly and yearly networking events and created lastingbusiness relationships.● Thrived in a highly competitive, commission-only, environment with$15 million in sales the first year in the industry.

Ba, Sociology/Focus In Data Analysis

Activities and Societies: Research Assistant, Lab Instructor

Education record

Education record