Dylan Barnes
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Dylan Barnes Email & Phone Number

Account Executive at SmartAsset | Financial Services Solutions | Helping Advisors Scale AUM at SmartAsset
Location: Detroit Metropolitan Area, United States, United States 4 work roles 2 schools
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Current company
Role
Account Executive at SmartAsset | Financial Services Solutions | Helping Advisors Scale AUM
Location
Detroit Metropolitan Area, United States, United States
Company size

Who is Dylan Barnes? Overview

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Quick answer

Dylan Barnes is listed as Account Executive at SmartAsset | Financial Services Solutions | Helping Advisors Scale AUM at SmartAsset, a company with 151 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Dylan Barnes.

Dylan Barnes previously worked as Account Executive at Smartasset and Outside Sales Specialist at Mutual Of Omaha. Dylan Barnes holds Business Administration And Management, General from Western Governors University.

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Email format at SmartAsset

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SmartAsset

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Profile bio

About Dylan Barnes

I am a results-driven sales professional with a robust background in financial services, specializing in mortgage banking, loan origination, and insurance. With extensive experience as a Senior Loan Officer and currently as an insurance broker, I excel in managing client relationships, coordinating with multiple carriers, and providing tailored insurance solutions.At Rocket Mortgage, I achieved significant success by leading high-performing teams, navigating complex regulatory environments, and consistently surpassing financial targets. My strong analytical skills and client-focused approach have driven new client acquisition and enhanced client retention.In my current role at Angi, I leverage direct sales strategies and effective negotiation to build and manage advertising campaigns, guiding service providers through the entire process. My focus on sales excellence and client engagement continues to drive business growth and maximize opportunities.

Current workplace

Dylan Barnes's current company

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SmartAsset
Smartasset
Account Executive at SmartAsset | Financial Services Solutions | Helping Advisors Scale AUM
new york, new york, united states
Website
Employees
151
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4 roles

Dylan Barnes work experience

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Account Executive

Current

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.

Oct 2024 - Present

Outside Sales Specialist

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.

Aug 2022 - Oct 2024

Senior Mortgage Banker

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.

May 2021 - Aug 2022

Insurance Broker

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.

Jun 2019 - May 2021
Team & coworkers

Colleagues at SmartAsset

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2 education records

Dylan Barnes education

FAQ

Frequently asked questions about Dylan Barnes

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What company does Dylan Barnes work for?

Dylan Barnes works for SmartAsset.

What is Dylan Barnes's role at SmartAsset?

Dylan Barnes is listed as Account Executive at SmartAsset | Financial Services Solutions | Helping Advisors Scale AUM at SmartAsset.

Where is Dylan Barnes based?

Dylan Barnes is based in Detroit Metropolitan Area, United States, United States while working with SmartAsset.

What companies has Dylan Barnes worked for?

Dylan Barnes has worked for Smartasset, Mutual Of Omaha, Rocket Mortgage, and North American Senior Benefits.

Who are Dylan Barnes's colleagues at SmartAsset?

Dylan Barnes's colleagues at SmartAsset include Jiminique Lee, Danny De Jesus, Connor Flagel, Chun Kai Chang, and Maria Sahakyan.

How can I contact Dylan Barnes?

You can use AeroLeads to view verified contact signals for Dylan Barnes at SmartAsset, including work email, phone, and LinkedIn data when available.

What schools did Dylan Barnes attend?

Dylan Barnes holds Business Administration And Management, General from Western Governors University.

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