Cody Lilien Email & Phone Number

San Diego, California

Social Media Sales Team Expansion Project-Focus to help reduce cost of acquisition through use of cheaper internet leads and elimination of Opener and Closer commission paid on Social Media deal-Maintaining workflow communication with 4 team members, as well as effective lead vendor and stakeholder communication. -Implemented changes to workflow software as well as marketing feedback to create better targeted leads

San Diego Metropolitan Area

Social Media lead development project-Set out to establish a new CRM as well as workflow processes for new Social Media based marketing. Worked with Openers to create contact and transfer clients to closing agents.-Developed and built out the Company's Social media division-Created sales processes including Automation, Sales Scripts, and Texting scripts for all internet based lead sources.-Built the Division from 0 to 50% of the company's overall profits in just a single year. -Managed 18 Opener reps including in office and remote reps. -Produced and transferred deals while developing the division

San Diego, California, United States

Set out to build training materials as well as organize training classes and events with incoming sales representatives.-Built a training program for incoming sales representatives.-Developed all training materials as well as spearheading CRM improves for faster and easier adoption.-Worked in conjunction with Sales Managers to make sure new employees have all expected skills before being put officially on their team.-Landed Project with former teammates still on-boarding to this day.

San Diego Metropolitan Area

Account manager Team Leader. -Committed to Saving potential cancellations and earned commission through maintaining a healthy retention rate for sales reps under our team-Built out and trained a team of 8 account managers.-Created value by increasing the overall company's retention from 77% to 85%.-Also helps sales reps develop more thoughtful sales procedures to keep more of their clients enrolled in the program.

San Diego Metropolitan Area

Loan Product development project-Spearheaded the development of the Traditional loan and post enrollment take out loan department. -Lead the development of the Loan department, writing sales scripts, and developed opener and closer strategies to get leads through a loan process.-Developed strategies for them to get a loan to become debt free, Routing disqualified candidates to get sold into a Debt consolidation program after they are unable to refinance. -Effectively managed 6 retention specialists as well as developed training plans for all future retention specialists. -Performed Retention calls on enrolled clients to prevent cancellation. Helped save numerous files and worked hand and hand with sales reps to maintain a 85% retention ratio.

San Diego, California, United States

Attorney State Expansion project-Lead the development of Sales processes, wrote Sales Scripts and training manuals for all new product sources. -Managed 4 sales reps, and developed the training process for all future reps. .-Worked in Google Sheets, Google Documents and Communication management software.

San Diego, California, United States

Performed Inside sales for Debt Consolidation to inbound clients looking for help with their unsecured debt accounts.-Performed Debt Settlement sales for inbound mailer leads. -Met or exceeded sales goals and metrics.

San Diego

Responsible for the sale of automotive products through inside sales efforts to repair shops in the U.S. and Canada. Contact made through cold calling repairs shops and pitching product. Manage all active accounts to ensure on time payment, prevention of user error, and ensure customers remain using the product through the length of the contract. Perform daily demos to prospective clients of our full suite of products. Responsible for selling: Prodemand, Truck Series Manager SE, Prospect, Mobile manager,

San Diego

California Import Export is my father’s car dealership. We have been in business since 1988 and deal in primarily European cars. I worked with salvaged vehicles, purchasing the car wrecked for a fraction of its current value, repairing the damage, getting all necessary inspections to get the car legal again, and then procure the sales through my network of clientele. Won clients through advertisement of past projects, client testimonials, advertising and referrals.

Mission Valley

Responsible for sales and account management for clients in need of debt solutions. Managed over 200 active accounts, generated healthy pipeline of clients through constant contact. Managed hundreds of clients and maintained enrollment necessary for retention. Performed Credit report analysis for program eligibility. Expected to consult clients on their individual debt needs and enroll them into an appropriate debt settlement program. Consistently achieved daily quota of 50 to 100 calls, and/or 4 hours of talk time, with 1-4 debt solution pitches a day.Monthly goal: $600,000 in debt or between 20 and 23 deals based on a deal a day ideology.Clean sales techniques no truth stretching all rapport building and credibility sell.Maintained over 85% retention for enrolled clients.

Greater San Diego Area

Responsible for sales and account management for clients looking for ‘Unsecured’ Personal Loans. Worked within a pool of 30 leads per day to submit as many loans as possible. Managed dozens of clients through enrollment, approval and funding process. Performed Credit report analysis for loan eligibility. Maintained strong numbers throughout my tenure as a personal banker. Exceeded management expectation by generating quality accounts and leading through the loan application process• Performed 30 calls per day with 2 hours of talk time.• Monthly goal: 20 to 23 closed deals per month. Deal a day ideology.• Successfully carried clients despite aggressive counteroffers. Explained our direct lender status in the industry and the preliminary rate sales strategy most lenders in the space implement. Built trust and made clients feel confident in their decision that our loan program was the best option and solution for their needs.• Maintained above average closing ratio (25%). • Consistently received 5-star reviews from clients on our online profile.

Greater San Diego Area

Responsible for buying future annuity payments from eligible clients by cold calling from past transaction records. Guided clients through months long sales process including enrollment, legal proceedings, payment acquisition from their insurance company, and funding the client. Slow long term sale with only 3 to 4 deals constituting a hard fought month. Clients were won through weeks of conversations, building trust, confidence and developing relations through rapport building that resulted in the client choosing to do business with me and BofI. After enrollment clients would be called relentlessly by other structured settlement dealers as they had visibility to court filings. The deal must be nurtured and maintained for months while clients wait for court dates followed by funding delays brought about by insurance companies. Patience, resilience, and trust were keys for success in maintaining and keeping your clients in your portfolio.• Established and maintained long term relationships with hundreds of clients cultivated over my tenure at BofI• Bought structured settlement annuity payments at present value with additional spread (profit).• Maintained manager deal expectations typically between 2 to 4 deals in process a month.• Achieved daily call quota of 200 calls or 2 hours of talk time every day.• Fought competitive and predatory offers against active clients by educating them on the competition and explaining our unique features. By differentiating our company and myself I earned and maintained my client base. • Helped train incoming sales representatives

Greater San Diego Area

Helped plan and execute marketing promotions during events, mixers and around the office

Ucsd

Performed Cold Calling to local La Jolla Businesses to sell advertising for Events. Helped arrange, plan and execute Product Bio events across the campus/ downtown La Jolla area.

Communications, Business And Personal/Financial Services Marketing Operations, 3.46

Bachelor'S Degree, Business Administration And Management, General