Dylan Barnes Email & Phone Number

New York, New York, United States

As an Account Executive at SmartAsset, I partner with financial advisors to drive business growth through SmartAsset's innovative Advisor Marketing Platform (AMP). My role centers around helping advisors leverage advanced lead generation, CRM integration, and automated outreach solutions to scale their assets under management (AUM). With a focus on delivering high-value investor connections and comprehensive support, I ensure financial professionals can focus on what matters most—building and managing their client relationships.In 2023 alone, SmartAsset AMP helped advisors close an estimated $34 billion, connecting them with high-net-worth investors seeking personalized financial advice. I’m passionate about providing tailored solutions that streamline advisor operations and increase their efficiency through data-driven marketing automation.

Detroit Metropolitan Area

As an Outside Sales Specialist at Mutual of Omaha, I excelled in driving client acquisition and direct sales through strategic prospecting and client management. My expertise in assessing risk profiles and tailoring insurance solutions directly contributed to substantial growth in new client acquisitions. Additionally, I developed and executed a robust digital marketing strategy, leveraging SEO and paid social media advertising to attract and engage potential clients. My hands-on approach to sales and client management consistently delivered strong results and expanded our market presence.

Detroit, Michigan, United States

Navigated the challenging landscape of rising interest rates with attention to detal at Rocket Mortgage, ensuring clients' financial security amidst market fluctuations. A seasoned Senior Mortgage Banker adept at crafting strategies to safeguard clients' interests, even in dynamic market conditions. Proven track record of steering through challenges while maintaining a focus on clients' long-term financial well-being. Licensed in 14 states, including the vibrant financial hub of New York. 📈💼

Detroit Metropolitan Area

Experienced insurance producer and broker with a focus on life insurance and mortgage protection. Proficient in both face-to-face and remote client interactions, dedicated to analyzing current coverage for individuals and families. Specialized in recommending tailored solutions, upgrades, and replacements, resulting in significant cost savings, enhanced coverage, and improved reimbursement outcomes. Proven ability to communicate complex insurance concepts clearly and effectively. Committed to delivering exceptional client service and contributing to positive financial outcomes. Eager to leverage expertise in insurance and client relations to drive success in a dynamic professional environment.

Business Administration And Management, General

Business Administration And Management, General