Phillip Sollman Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana Area

Today, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I'll help you analyze your current situation. Develop and in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a value-based approach to preparing for your financial… Show more Today, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I'll help you analyze your current situation. Develop and in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a value-based approach to preparing for your financial future.No matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement. I'll help you make informed decisions to stay on track with your goals.I work with customers to help with:-Building financial strength-Protecting financial future-Saving and investing for financial goals-Preparing for and living in retirementFor Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Show less

The Senior Client Success Manager is responsible for a managing a portfolio of strategic high-value accounts in a fast-paced environment - effectively selling advertising solutions to service providers and partnering with them to created a road map of advertising success with Angie's List.Responsibilities include:Develop strong relationships with assigned accounts and work to holistically understand the customer needsOversee various aspects for the overall account, which… Show more The Senior Client Success Manager is responsible for a managing a portfolio of strategic high-value accounts in a fast-paced environment - effectively selling advertising solutions to service providers and partnering with them to created a road map of advertising success with Angie's List.Responsibilities include:Develop strong relationships with assigned accounts and work to holistically understand the customer needsOversee various aspects for the overall account, which include: strategy, product adoption, contracts, pricing, billing, and all related customer service issuesDrive ROI for customers and assist them with recognizing the value proposition of Angie's ListPartner with customers to configure an advertising solution that encompasses all of Angie's List products and servicesAct as a Client Success subject-matter expert, demonstrating mastery of consultative sales and supportPerform related duties as required or assignedManage portfolio of advertising clients with annual combined revenue of $1 million Show less

• Manage a portfolio of $1.8 million dollars with an annual performance of 103% to my net bookings goal.• Responsible for assisting in the growth of 3-4 team members by presenting continuing education and leadership.• Manage, retain and grow a portfolio consisting of 300+ flooring and painting companies predominantly in the eastern states.• Grow accounts by recognizing and capitalizing on new areas of growth and through the contract renewal process.• Attend meetings to educate… Show more • Manage a portfolio of $1.8 million dollars with an annual performance of 103% to my net bookings goal.• Responsible for assisting in the growth of 3-4 team members by presenting continuing education and leadership.• Manage, retain and grow a portfolio consisting of 300+ flooring and painting companies predominantly in the eastern states.• Grow accounts by recognizing and capitalizing on new areas of growth and through the contract renewal process.• Attend meetings to educate dealers on new and existing products and the most successful ways to leverage their Angie’s List profile to generate new business and further brand their company.• Through my tenure are Angie’s List (August – 2012 present), been awarded and attended nine (of 15 possible) quarterly sales trips for being in the top 20% of the department. Show less

• Managed a portfolio of over 320 clients and grow over $600,000 of contract value in markets across the eastern states• Built client relationships in order to decrease attrition & increase contract value via new ad acquisition as well as upon increased annual advertising renewal.• Worked with clients across multiple industries to create a marketing strategy to build their business during their multiple year advertising campaign by analyzing market trends and activity and capitalizing… Show more • Managed a portfolio of over 320 clients and grow over $600,000 of contract value in markets across the eastern states• Built client relationships in order to decrease attrition & increase contract value via new ad acquisition as well as upon increased annual advertising renewal.• Worked with clients across multiple industries to create a marketing strategy to build their business during their multiple year advertising campaign by analyzing market trends and activity and capitalizing on growth opportunities. • Over these 13 months, turned $611,000 into $920,000 – a 50.5% growth. Show less

•Calls eligible service providers in outbound call center and keeps clients current on information related to advertising.•Cultivates relationships via phone and written correspondence, while overcoming ongoing objections.•Schedules appointments for Advertising Sales Field Consultants.•Processes correspondence and paperwork related to accounts.•Creates proposals for appointments as well as update Health profiles and performs data requests. •Prepares promotional plans… Show more •Calls eligible service providers in outbound call center and keeps clients current on information related to advertising.•Cultivates relationships via phone and written correspondence, while overcoming ongoing objections.•Schedules appointments for Advertising Sales Field Consultants.•Processes correspondence and paperwork related to accounts.•Creates proposals for appointments as well as update Health profiles and performs data requests. •Prepares promotional plans, sales literature, media kits, and sales contracts.•Recommends advertising solutions based on Service Provider needs.•Provides Service Providers with estimates of advertising products and services, to include building competitive packages and solutions.•Conducts research, compiles data, and prepares documents. •Informs customers of available options for advertisement artwork. Show less

Coordinater and primary contact of many local events in Bloomington area.

Established process and database to track major cost changes impacting the P&LAssisted in compiling information for Waterloo NAFTA plant certification to support DirectBuy Canada initiativeAudited and compiled freight bills in order to evaluate and compare freight costs per cabinet by mode of transportation and brandParticipated in capital fixed asset audit at Kinston, NC to support first multi- valuestream plant

Created and developed online marketing systems on social networking websitesPresented results to the CEO and VP for 10 minutes using Spanish language skills

Customized over 1,000 orders of metal framing for various types of buildingsCreated instruction sheet on machinery handling for employee training programMet and maintained OSHA standards by ensuring employees wore protective gear Handled over $50,000 worth of orders daily

Shadowed head lawyer in trials and other functions throughout southern IndianaInventoried and maintained thousands of files in 15 different categoriesACTIVITIES