John W. Daniel Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia

Atlanta, Georgia

Greater Atlanta Area

Proactively provides daily support to Regional Director in the field, covering GA, AL and MS. Assists in outbound sales support and leads prospecting efforts to find and qualify new opportunities. In charge of handling calls from clients and prospects, scheduling sales appointments, and resolving problems. ➣ Instrumental member of sales team that.

Greater Atlanta Area

Promoted to this role. Dual role consisting of supporting clients remotely two weeks out of the month and traveling in the field for two weeks; engaged face to face with clients and prospects.➣ Successfully brought in $10M+ a month in new assets from Jan to May in FY’17; had no internal support and had full ownership of entire territory.➣ Achieved $30M+ in.

Greater Atlanta Area

Supported external Regional Director.➣ #1 territory in SE Region in FY’16 with sales of $285M+, far exceeding annual sales goal.➣ Individually ran the SE territory from June to October in FY’16; closed $75M+ in new assets.

Greater Atlanta Area

Sold suite of investment and credit products to high net worth individuals; #1 Banker in Region for Q4 of FY'13.

Greater Atlanta Area

In charge of recruiting top sales professional in various permanent roles in multiple industries. Worked inbound requisitions from hiring companies; networked and prospected to acquire new clients.Prep candidates for interviews, coordinated interviews, provided post-interview feedback. Utilized current relationships, Salesforce.Com, LinkedIn, Ladders.

Greater Atlanta Area

Greater Atlanta Area

In charge of growing new sales of IAS platform product in the SE Region. ➣ Developed and executed webinar presentations to qualified prospects and leads.➣ Qualified new business opportunities generated through various creative prospecting methods.

Greater Atlanta Area

Sold diverse suite of training, education and practice management services to financial advisors. Proactively prospected and networked to uncover new opportunities; scheduled appointments, made presentations and closed business. Trained 500+ financial advisors through seminars, face-to-face and online classes. ➣ Managed the partnership of Greene Consulting.

Greater Atlanta Area

➣ #1 of 25 for mutual fund sales for territory in 2004, 2005 and 2006.➣ #1 retirement plan sales in 2004, 2005 and 2006.➣ Increased mutual fund sales on average by 25%.➣ Averaged 75% retention rate in mutual fund assets.

Greater Atlanta Area

Key member of sales team that managed individual and business accounts as part of the #1 ranked branch in the US for financial plan sales. ➣ Successfully brought in $15M+ in new client assets during two-year tenure.

Sarasota, FL

Tasked with positioning and selling suite of financial planning services to 90+ financial advisors and their clients. Developed relationships and uncovered opportunities through networking, prospecting and 1on1 personal interviews. ➣ #1 Financial Planning Program in the US.