Daniel Morgan Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia, United States

• Expanded and retained highest valued accounts through consistent communication, leading to a 20% annual revenue increase of individual book of business.• Managed and fostered strategic partnerships and their comprehensive needs to maintain effective and long-term relationships, leading to highest retention year over year.• Lead financial analysis to determine client’s budgets, reducing CPA while increasing overall revenue. Onboarded client’s organizational sales force to effectively utilize the platform and integrate CRM, ensuring a seamless client experience, leading to highest customer satisfaction rating.

Atlanta, Georgia, United States

• Onboarded and managed a team of four sales agents and one SDR, leading to long-term agent retention, and the promotion of two team members within their first two years of employment.• Tracked team profit and loss through KPIs with executive and administrative team, generating a 15% team revenue increase in the fourth quarter of 2019.• Engaged in consistent one-on-one meetings and call reviews with team members to champion progress, encourage and assist with growth opportunities, and to collectively develop practical and quantifiable strategies to support and hold them accountable to reaching their professional and personal goals.

Atlanta, Georgia, United States

• Assisted in the training, onboarding, and metrics tracking of all newly assigned team members, leading to a consistent annual increase in agent retention, and overall sales and SDR conversions.• Live listened, walked through, coached, and provided consistent feedback during and after sales and SDR calls, in order to encourage and sharpen agent’s skill set and process.

Atlanta, Georgia, United States

• Prospected new clientele with self generated leads via cold calling, as well as internal leads through inbound calls and online inquiries, leading to the highest sales revenue and second highest number of sales in the first year of employment.• Engaged prospects through discovering their unique challenges and needs surrounding marketing, in order to offer services customized to industry, location, and marketing budget.• Consistently overcame buying objections using straight line closing method, empathy, rebuttals, and sales theory to discover, isolate, and solve client’s true issues and concerns.• Provided and ensured full transparency to potential clients around product and services, leading to smooth onboarding transitions, and consistent long-term account retention.