Dalton C. Email & Phone Number

Bloomington, Illinois, Us

• Build relationships with long-term and potential clients to grow their connection to local State Farm office• Develop leads, schedule appointments, and provide quotes for clients efficiently while addressing client’s future needs, goals, and plans through rapport-building and relationship development• Provide Investment Portfolio Solutions (IPS) for variety of clients, helping them achieve their financial goals by leveraging State Farm partnerships• Coordinate and participate in IPS meetings with agent and clients for managed investments• Proactively outreach and establish customer and community relationships in hometown and local market• Connect and coordinate continuing education and continuous improvement meetings with regional State Farm offices and employees, designed to increase overall performance and productivity of team members• Successfully led and motivate team members to increase number of Google Review ratings by 133% • Empower team to begin conversations with current clients surrounding health and life policies• Lead team in motivational initiatives and promotions to increase office productivity and exceed set goals

• Recruited by agent to join office and aspirant program due to community connections and innate energy and sales approach to life and work• Managed leads, scheduled appointments, identified customer needs and market appropriate products & services• Exceeded monthly sales goals and consistently recognized as the highest producing team member• Provided exceptional prompt and friendly customer service including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarifications• Provided insight and preemptively addressed customer concerns for life, health, auto, and home insurance products• Maintained strong work ethic with total commitment to success each and every day, leading the office and onboarding and training multiple other team members • Resolved any issues with clients and products ensuring exceptional customer service

Charlotte, Nc, Us

• Confidently built relationships with business and personal clients through a consultative questioning approach as sole Relationship Manager in the financial center• Led conversations that allowed for in-depth sharing and knowledge of clients’ financial life priorities and bridged these priorities to solutions that meet their financial goals• Utilized resources and innovative technologies to optimize client experience and develop bank business• Trained other Relationship Managers for the region in sales approach and successful performance• Built upon business knowledge and network with clients by partnering with experts in small business, lending, and investments• Served as leading center expert in using digital resources & technologies to optimize client’s digital banking experience

New York, New York, Us

• Successfully sold a password management solution to businesses internationally • Managed the sales cycle from cold call to close for enterprise and small business prospects• Established and built relationships with prospects utilizing phone, email, and LinkedIn techniques• Prepared and presented sales presentations and proposals to chief executives tailored to organizations’ needs• Received customer applications, negotiated pricing and agreements, and completed follow up tasks with prospects • Provided weekly updates to sales director and sales team to discuss strategy, pipeline, and forecast quarterly revenue using Microsoft Excel and Salesforce • Trained new employees’ on policies and procedures to meet organization’s expectations for daily activity and sales goals

Raleigh, North Carolina, Us

• Effectively sold financial analysis software to Accounting Firms and CFOs• Connected with prospects through cold calling, emails, & LinkedIn to drive revenue while recording data in Salesforce• Prioritized and handled multiple leads to achieve key metrics for success • Collaborated with training manager, marketing team, and sales director for progress updates and team success

Durham, Nc, Us

• Oriented and supported guests at facility parking, seating areas, and children’s areas• Demonstrated excellent customer service skills while interacting with fans• Coordinated with staff to be able to manage a Minor League Baseball team facility • Developed advance knowledge of the stadium while completing rotating operation assignments

Raleigh, North Carolina, Us

• Coordinated maintenance of athletic apparel for Soccer, Swimming and Diving, Track and Field, Wrestling and Cross Country Teams• Lead tours for new and potential student athletes around Weisiger-Brown Facility • Prioritized objectives for successfully managing over a 100+ events for Soccer, Track and Field, Wrestling teams• Assisted in transition of new equipment acquisition for all sport equipment during Summer 2012• Created hundreds of heat press jerseys, practice uniforms, socks, and other athletic equipment for student athletes

Lock Haven, Pa, Us

• Wrestled in 149 lb. weight class at Division 1 level• Attended daily practices, tournaments, and other team functions• Developed understanding and skills in sport equipment, sport management, teamwork, time management, and academic success

Bachelor Of Science (Bs), Sport Management

Bachelor Of Science (Bs), Sport Administration