Ted Erickson Email & Phone Number

Oceanside, California, United States

MyDirect IRA is an education based financial services company, specializing in IRA LLC facilitation. We help investors with Retirement Accounts (IRA's, 401k's, Annuities, TSP's, Roth IRA's) to invest their hard earned nest egg outside of publicly traded stocks and bonds. ○ Successfully acquired hundreds of clients, offering them personalized financial solutions in the client facing○ Spearheaded the development of the company ethos, mission, and thus website from inception, crafting all advertising content and overseeing all digital marketing initiatives○ Established the structural foundation of the business, implementing efficient systems to streamline the offerings of the education-based financial services company○ Assembled and managed a team of four professionals, guiding them towards the company's vision and goals○ Stayed current with digital marketing trends and strategies to ensure the company's competitive edge within the financial services industry○ Delivered comprehensive consultations to clients, educating them on IRA LLC facilitation, empowering their investments in varied asset classes like real estate, cryptocurrencies, promissory notes, tax liens or tax deeds, and precious metals

Oceanside, California, United States

○ Obtained a real estate license in November 2019, actively supporting brokerage operations and contributing to the company's growth○ Organized and listed open house events, effectively attracting potential buyers and facilitating property showings○ Demonstrated strong negotiation skills, securing favorable terms for clients and fostering long-term relationships○ Oversaw the company's website, implementing a redesigned and re-crafted user experience, ensuring improved appeal and functionality○ Achieved remarkable success by closing 12 deals since the end of 2020, showcasing a solid track record as a dependable and knowledgeable real estate professional○ As a Licensed Real Estate Agent and Mortgage Loan Officer at Eagle Nest Realty & Mortgage, Inc., excelled in the Sales Representative role, focusing on first-time homebuyers and refinancing clients in the state of California

RevGenius is a community of revenue generating sales, marketing, customer success, and rev-ops professionals brought together to learn, share, support, and grow with each other.

Berkeley, California, United States

○ Successfully closed deals and led sponsorship outreach efforts, contributing to the growth and development of seed and pre-seed stage startups in a Sales Representative role at The Batchery○ Driven revenue generation through targeted sponsorship outreach, investor advisor engagement for share acquisition, and maintaining an active pipeline of over 300 prospects○ Establishing new connections and leveraging introductions to penetrate the target market, while supporting the overall mission of The Batchery as a technology start-up accelerator

Encinitas, California, United States

Golden Pacific Dental provides dental services to skilled nursing and rehab centers across southern California. ○ As a Unit Manager at Golden Pacific Dental, excelled in the Sales Representative role within a company providing dental services to skilled nursing and rehab centers across Southern California○ Significantly boosted revenue generation, tripling the average patient count from 8 to 20+ per day and strengthening the organization's financial performance○ Managed relationships with various facilities such as Skilled Nursing Facilities (SNFs) and assisted living centers, ensuring seamless collaboration with nursing and administrative staff○ Handled group patient accounts and onboarded new relationships, further expanding the company's reach and client base○ Developed and maintained ongoing treatment plans, updated insurance qualification guidelines, and ensured all systems were functioning optimally for efficient patient care○ Demonstrated strong organizational skills by recording patient notes for treatments provided, merging patient data, notes, and billing codes for invoicing purposes○ Effectively managed team payroll and corresponded with patient family members for treatment authorization, even during the challenging business conditions caused by the Covid-19 pandemic

Los Angeles

○ As a Senior Broker at Advantage Gold, excelled in the Sales Representative role within a company specializing in the protection of retirement accounts with physical gold and silver using Self Directed IRAs○ Expertly facilitated tax and penalty-free transfers of clients' wealth into American and Canadian precious metals bullion products for diversified investment portfolios, focusing on old 401ks, IRAs, and other tax-deferred plans○ Demonstrated exceptional dedication to client outreach by making 100 outbound calls per day, building a solid prospect base and maintaining strong customer relationships

Las Vegas, Nevada Area

○ As an Alternative Retirement Specialist at iDirect, excelled in the Sales Representative role, providing clear, accurate, and essential information to investors passionate about maximizing financial freedom using their retirement funds○ Led a team of 4 professionals, directing marketing and outreach efforts, and ensuring smooth operations and coordination within the team○ Consistently achieved similar results as in the MyDirect role, demonstrating adaptability and expertise in both organizations○ Significantly increased revenue within just 3 months, generating $60,000 as a direct result of persistent efforts and a strong understanding of clients' investment needs○ Demonstrated exceptional performance by consistently achieving within 25% of the sales quota, showcasing target-driven focus and commitment○ Maintained a top producer status month over month for almost 2 years, evidencing long-term success in guiding clients towards the creation of IRA LLCs that enabled investments in alternative assets such as precious metals, private lending, start-up businesses, and real estate

Las Vegas, Nevada Area

○ As a Business Development Representative at Provident Trust Group, excelled in the Sales Representative role, diligently working with a team of professional sales agents to identify clients and agent groups seeking to maximize their retirement funds through tax-deferred accounts○ Successfully functioned as a Self-Directed IRA Custodian, guiding clients through the process and ensuring their investment accounts were managed accurately and securely○ Actively engaged in the B2B space, collaborating with other businesses to strengthen Provident Trust Group's presence and expand the client base○ Demonstrated exceptional relationship-building skills as a Relationship Developer, establishing 10-15 referral accounts and generating a few hundred accounts through these referrals, showcasing strong interpersonal and networking abilities within the industry○ Worked every operations desk in my time on the Operations team, from Transfers-in, New Accounts, Wire desk, Customer Service, to Business Development.