Jacob Rothe Email & Phone Number

• Provide comprehensive financial education and planning services to clients, including retirement planning, estate planning, risk management, and investment strategies.• Offer expert advice and guidance on life insurance and annuity products to meet clients' individual needs and financial goals.• Develop and maintain long-term relationships with clients to understand their evolving financial needs and provide ongoing financial advice and solutions.• Conduct thorough financial analysis and risk assessments to identify areas of improvement and recommend appropriate financial products and strategies.• Ensure compliance with all regulatory requirements and maintain up-to-date knowledge of industry regulations and best practices.• Consistently exceed sales targets and achieve top performer status within the firm.• Actively recruit, train, and mentor junior financial professionals to build a high-performing team.

St James, Missouri, Us

• Lead worldwide, multi-million-dollar sales of high-precision manual semiconductor processing equipment by implementing and managing effective sales strategies.• Work closely with multiple worldwide partner distributors to provide training and sales support, develop customer-specific strategies and tactics to maximize revenue and profitability, and build strong high-level relationships with customers.• Continuously improve customer satisfaction and increase loyalty by providing exceptional customer service and developing customized strategies resulting in long-term partnerships and repeat business.• Coach employees in successful selling methods and encourage cross-selling to drive revenue.• Maintain forecasting system and act as primary administrator for Salesforce.com to effectively track sales activities, analyze performance and trends, and achieve sales targets resulting in optimized sales performance.Key Achievements:• Led a high-performing team to design and implement the new website using the Story Brand approach; coordinated full-cycle project from developing one-liners, catch phrases, descriptions, meta tags and descriptions, SEO optimization, appearance design and layout, and photo shooting and editing using Adobe Photoshop; successfully launched the new website, resulting in a 100%+ increase in traffic, web leads and revenue.• Consistently achieved significant revenue growth yearly, with an increase of 8% in 2019, 20% in 2020, 15% in 2021, and 34% in 2022.• Successfully exceeded the 5-year revenue growth plan by more than 11%, demonstrating my effectiveness in driving sales and achieving company financial success.

Duluth, Ga, Us

• Provide comprehensive financial education and planning services to clients, including retirement planning, estate planning, risk management, and investment strategies.• Offer expert advice and guidance on life insurance, health insurance, and annuity products to meet clients' individual needs and financial goals.• Develop and maintain long-term relationships with clients to understand their evolving financial needs and provide ongoing financial advice and solutions.• Conduct thorough financial analysis and risk assessments to identify areas of improvement and recommend appropriate financial products and strategies.• Ensure compliance with all regulatory requirements and maintain up-to-date knowledge of industry regulations and best practices.• Consistently exceed sales targets and achieve top performer status within the firm.• Actively recruit, train, and mentor junior financial advisors to build a high-performing team.

Lehi, Utah, Us

• Defined and executed a structured, proven sales methodology to rapidly increase sales and maintain high retention for a safety software preventing injuries and protecting businesses from OSHA violations & citations, despite having no marketing budget allocated.• Built and managed a world-class sales team by strategically hiring, onboarding, and mentoring top talent; developed and implemented sales training empowerment, and motivation program to ensure team success.• Defined and executed valuable affiliate partnerships in developing markets to expand company reach; communicated sales strategy across sales and affiliate functions, monitoring and optimizing strategy as needed to surpass our ambitious goals.• Defined, communicated, and monitored optimal performance metrics to ensure sales and growth success for both organization & individual team members and affiliates, driving results and promoting a culture of accountability & recognition of excellence.• Developed and maintained a fluid plan to closely monitor key performance indicators such as revenue, pipeline, leads, and marketing strategy success rates, and adjust them as needed to achieve company vision and goals.• Implemented efficient systems and processes to support rapid growth and expansion for both sales and affiliate partnerships, enabling efficient management of increasing volume of business and capitalization on new opportunities.• Cultivated an environment of positivity & collaboration for our teams focused on continuous development, demonstrating a client-first mentality, and continually improving our product offerings.Key Achievements:• Increased software sales revenue by over 562.07% from 2019 to 2020, and 59.15% from 2020 to 2021.• Increased services revenue by 549.43% from 2019 to 2020, and 20.46% from 2020 to 2021.• Maintained retention rates of ≥ 90% for both software and services.

Rolla, Missouri, Us

• Directed worldwide, multi-million-dollar sales efforts of high-precision manual semiconductor processing equipment and a line of innovative temporary bonding and debonding equipment.• Liaised with multiple worldwide partner distributors to provide training and sales support, develop customer-specific strategies and tactics to maximize revenue and profitability, and improve customer satisfaction and loyalty.• Administered Salesforce and evaluated reports, trends, data-driven insights to develop and monitor action plans focused on sales growth.

Exton, Pa, Us

• Promoted and led strategic activities to enhance Professional Services-based revenue in a newly developed territory, managing to achieve a 92% of goal in FY 2011.• Served as area expert for Professional Services strategy, driving promotion of IKON/Ricoh's Premier Solutions portfolio offerings (IT Services, SaaS & Cloud-based Solutions, and EDM) through analysis of customer's business and technology requirements and developing customized solutions to fit their individual needs.• Partnered with area sales force and provided guidance and training in sales presentations, demonstrations, proof of concept, internal trainings, and proposal development to effectively communicate the value of Professional Services solutions and close deals.

• Organized meetings with new and established clients and performed sales presentations that provided clients with information about IKON Office Solutions products and services that included Multi-function Devices (MFDs), Commercial Print Solutions, and digital & automated workflow solutions.• Adopted a consultative approach, followed-up with clients to answer questions, resolve concerns & provide tailored business solutions.• Utilized extensive cold-calling techniques, successfully generating referrals, and establishing strong personal relationships with clients.Key Achievements:• Consistently exceeded sales targets by achieving 159% of goal in FY 2008, 111% in FY 2009, and 95% in FY 2010.• Received "Highest Dollar Revenue Producing Year" award, demonstrating exceptional performance in driving sales and revenue growth.• Recognized as "Top Producer" for outstanding performance in sales and contributions to the company's success.

• Built strong customer relationships to increase sales of all wireless products and services, including mobile phones, satellite television, and internet services, by utilizing a consultative approach to educate and enhance capabilities and benefits of products and services.• Consistently exceeded sales quotas and was recognized as a leader in all areas of sales; selected for multiple boards to improve sales techniques, product knowledge and compensation structure, and consistently ranked in the top 10% of Sales Reps per Quota.

• Provided compassionate and professional support to families during their time of loss by conducting funeral arrangements and services, filing insurance, and handling all necessary paperwork in accordance with state requirements.

Us

• Leveraged extensive product knowledge, factory certifications, and exceptional customer service to assist customers in selecting the best new Ford, Lincoln, Mazda or used vehicles to meet their individual needs, through vehicle demonstrations, feature explanations, and test drives.• Built long-term relationships with customers by negotiating sales price, trade-in value, and promoting additional products such as GAP Insurance, extended warranties, and vehicle protection plans.

Bachelor Of Science - Bs, Management Information Systems

Bachelor Of Science - Bs, Business Administration