Mit Mithilan Email & Phone Number

Temecula, CA, US

Thousand Oaks, California, United States

Block Trading, High Touch Execution Services, and Market Color for Institutional Investors.

Temecula, California, United States

• Led a team of over 30 agents by allocating leads using ZOHO and Sales Mate CRM to analyze and improve the sales opportunities, increase ROI and achieve quota. Assisted team members by teaching sales best practices to.
• Designed and built compliance-approved sales literature, ad copy, and lead funnels. Maintained a real-time understanding of the competitive landscape to assist in figuring out win-based proposals and pricing, along.
• Served Medicare clients by uncovering their complex health insurance needs, and matching them to suitable Medicare insurance solutions. Client-facing consulting and direct sales experience both in-person and remotely.
• Delivered tax planning SaaS product demos, and sales to small business owners to save them millions in taxes. Consulted basic to complex life insurance policies and annuities.
• Created demand by uncovering pain points by contacting medical providers and insurance companies to find, compare, and offer cost-effective solutions.
• Partnered with external marketing vendors to optimize ROI and effectively reduce client acquisition costs by over 30% in a 5-year period. I also set up and managed a call center in the Philippines to expand my.

Anaheim, California, United States

• I won the Rookie of the Year award and the Sales Agent of the Year award among 150 plus agents. Achieved sales incentive trips around the world for top sales production, underwriting accuracy, and customer success.
• Achieved sales quota by expert follow up, maximizing referral sources, product management, and innovative diligent pipeline building leading to the top 10% of all sales agents. Excellent presentation skills, along with.