Steven Jimenez Email & Phone Number

New York, Ny, Us

Implemented a scalable lead strategy that increased sales from >50k to $700k;increasing company profitability by 300%Spearheaded the recruitment and onboarding process for the inaugural team of12 sales consultants, fostering a high-performing and cohesive workenvironmentDeveloped comprehensive scripting for all stages of the sales process, ensuringconsistency and compliance across the sales teamAchieved an exceptional 25% conversion rate for leads by employing updatedcoaching and management practicesOptimized CRM management practices, streamlining lead lifecycle anddistribution processes to enhance efficiency and productivity company-wide

Amherst, New York, Us

Led the revenue and growth functions for a $50m+ annual recurring revenue organization.Orchestrated and implemented a post-pandemic growth strategy, increasing sales team size from 50 to 158 consultants by end of 2022Developed a scalable sales management structure and led leadership development initiativesCollaborated with the C-Suite and Executive Strategy Team on key strategic decisions related to the growth and well being of the organizationRevamped employee hiring and onboarding process resulting in 40% increase lead conversation and improved employee retentionImplemented Entrepreneurial Operating System (EOS) framework and tools across sales organization leading to more effective and accountable team cultureEstablished and managed framework of key performance indicators and goals methodology

Amherst, New York, Us

Amherst, New York, Us

Led and managed a high-performing sales team across two office locations, achieving exceptional results by enrolling 200m in salesConsistently recognized for outstanding performance, receiving the yearly Core Value Award for results in 2021Spearheaded team expansion initiatives, growing the initial sales consultant team from 9 to 23 members within a span of three yearsDeveloped and implemented comprehensive coaching strategy maximizing financial consultant performance resulting in a lead conversion of 17%, surpassing the company average of 14%Fostered a culture of continuous learning and skill development for team, with personal training plan being adopted by entire organization in 2019

Amherst, New York, Us

Dallas, Texas, Us

Member of team that brought in $140M of new mortgage business, making our branch the top lender in CTProvided potential homebuyers with strategies to improve their credit score to meet home loan requirementsBuilt new relationships with local realtors to build market share; brought on 2 new offices in 6 monthsHosted monthly renovation seminars to educate and attract new realtors to grow renovation loan businessAchieved goal of becoming 10% of overall branch loan volume in less than 1 year

Newark, New Jersey, Us

Managed a team of 14 Regional Sales Consultants covering 22 states in the Mid-West and Southeast divisions, responsible for $690m in annual salesDeveloped sales skills of associates through consistent call coaching, one on one meetings, and group training sessions; delivered consistent feedback to ensure employees are achieving their own goalsSpearheaded implementation of new CRM for the organization, which led to the successful roll-out of Salesforce.com for multiple business units

Newark, New Jersey, Us

Developed new relationships in start-up territory increasing sales from $40m to $232m per yearDeveloped and executed targeted B2B sales marketing strategies, resulting in increased broker dealer productionMentored new sales consultants and collaborated with inbound sales team to increase sales effectivenessAwarded RSC Partnership Award in 2012 for partnering with Prudential Annuities Research and Strategic Relationship Management departments on important initiatives throughout the year

Newark, New Jersey, Us