David Jacobs Email & Phone Number

Miami Springs, Fl, United States

* Sales Development Specialist (Sales Coach) Started: 2/16/2024* Sales Development Associate 3.5 yearsRemote Call CenterFive9 Dialer700+ Daily dials 2024 AEP Top 10 out of 4002023 Year Top Producer #3May 2023 Shining Star Award2023 OEP Top 5 of 4002023 AEP #2 out of 400+2022 Year Top Producer #3 of 400+October 2022 Shining Star Award2022 AEP #2 of 400+ Reps2021 AEP Top 85 of 400+Our mission…is to help people protect their most valuable assets and overall financial well-being by finding the best insurance for them at the best price in just minutes. We’re here to serve as a resource, answer questions and share unbiased price comparisons from some of the country’s leading insurance companies, giving individuals choice, value and peace of mind when it comes to buying insurance.

Boca Raton, Florida

BUSINESS CLOSED Online business (no retail location)Call Center We Buy, Sell or Trade Swiss luxury watches(Rolex,Patek,AP,Hublot,IWC,Cartier, Breitling & more)Sales team of 20Incoming and outgoing callsProprietary CRMCreated buying & selling channels using social media: IG,Facebook marketplace,Offerup,Craigslist and Facebook groups

Ft. Lauderdale

Selling Trading & Investing EducationSales Team DevelopmentRecruit, Coach, Develop and motivate a team of high-performing salespeople.Manage salespeople's activitycoordinate lead flow and follow-up using SalesforceManage outbound contacts and prospect interactionsOversee and assist in consultative sales activities and continuous educationAccountability, Measurement and AnalysisMonitor and manage sales, marketing metrics and performance indicatorsCreate Sales OpportunitiesDevelop, manage and drive sales results at special eventsOversee pricing, product bundling, event scheduling and other selling activitiesLead the sales team to ensure that customer expectations are consistent Area of Expertise Cold CallingFive9 DialerSalesforce CRMInvestment Products and ServicesProspect Identification & DevelopmentConsultative salesSandler Training (Presidents club) RADIO SHOW CO-HOST “The Traders Edge” Radio Show 610am Radio, The Biz 880am, WSBR 740amSponsored by Online Trading Academy Generates over 300 leads monthlyTopics included: Stocks, Options, Forex, Futures Money Management & More

Boston, Massachusetts & Aventura, Florida

Corporate Finance in Private and Public EquityMergers & Acquisitions Successfully completed IPO Series 4 Registered Options PrincipalSeries 7 General SecuritiesSeries 24 General Securities Principal (Branch Manager)Series 63 Uniform Securities AgentSeries 65 Uniform Investment Advisor2-14 Life and Variable Annuities License

Broward County, Florida, United States

Aventura

Analyzed clients financial situations and developed strategic solutions to reach their goals.Financial Strategy and Planning.Portfolio assets over $100 million.

Boca Raton, Florida & North Miami, Florida

Supervised all sales-related activities & managed staff

Associate'S Degree, Business Administration

Business

Business Law - Micro and Macroeconomics -Business Management