David Traugott Email and Phone Number
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Versatile background across real estate, financial services, consulting, and leadership development. Skilled in operations, team building, project management, and sales growth, with the ability to support executive leadership and improve organizational processes. Adept in public speaking, stakeholder communications, driving B2B/Enterprise growth, and mission-focused outcomes. Combines entrepreneurial drive with a passion for mission-based work, providing transformative leadership in both for-profit and nonprofit sectors.SKILLSStrategic Leadership & Team Building - Operational Management & Process Improvement - Sales Growth & Business Development - Project Management (Agile, Scrum) - Consultative Sales & Stakeholder Engagement - Fundraising & Donor Relations - Public Speaking & Communications - Executive Support & Leadership Consulting - Client Acquisition & Retention Strategies - Cross-Functional CollaborationPERSONALITY INSIGHTS• Kolbe Index: 7-4-7-2 – Results-driven strategist with strengths in precise information analysis, maintaining organized systems, innovating solutions in uncertain environments, and envisioning future possibilities to drive growth and partnership success.• DISC Profile: (I/DS): Engaging and decisive leader, known for a dynamic and people-focused approach that motivates action and drives results in competitive sales landscapes.• Enneagram: 2w3 (Helper): Empathetic connector excelling in forging trusting client relationships.• Myers-Briggs: ENFP (The Campaigner): Innovative and sociable, skilled at uncovering new possibilities and inspiring clients and teams with a visionary approach.• CliftonStrengths Top 5: - Woo: Charismatic communicator, adept at winning trust and creating rapport. - Individualization: Expert in customizing solutions to unique client profiles. - Empathy: Intuitive understanding of client needs, enhancing customer experiences. - Positivity: Infectious enthusiasm, fostering an upbeat and resilient sales environment. - Developer: Talent for nurturing growth, both within sales teams and client accounts.FAMILYMarried to my high-school sweetheart, Kelly, since 2001, with four children. We live in Lake Norman, Charlotte, NC, with our dog Rye, a mini Australian-Shepherd Yorkie mix.HOBBIESOutdoor enthusiast, Eagle Scout, and CrossFit fan. I enjoy hiking, backpacking, golf, pickleball, and adventures with my family. We love the mountains, waterfalls, and the beach—always finding time for meaningful conversation or a good book.
Redwood United
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Managing Partner & Strategic Consultant - Redwood UnitedRedwood United May 2020 - Present• Built training and coaching organization to empower leaders and teams with personal and professional skills to thrive to their fullest potential.• Raised five-figure gifts while training nonprofit organizations in strategic donor cultivation, utilizing advanced CRM systems to enhance donor relations and increase donor retention.• Grew client base 200% YoY through pipeline management utilizing CRM management (Salesforce, Hubspot, ActiveCampaign, etc.) and sales “funnels” (utilizing Clickfunnels and Squarespace) to convert both cold leads and referrals from past clients.• Developed signature 25-week corporate training program which included assessments, weekly training, individual and team alignment assignments to enhance both individual and corporate clients' adoption and implementation results.• Utilized development projects using agile and scrum project management utilizing Asana, Monday.com, Process.st, etc.
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Sales Team Leader / Strategic Relationships / Broker - Roots Realty NetworkRoots Realty Network Jan 2017 - Present• Sales Team Leader for a team of 17 real estate sales brokers – equipped on all aspects of sales cycle with holistic training program lead management, prospecting, long-term client retention, advanced CRM management, client acquisition, negotiation, value positioning, growth through referrals, emotional intelligence, and closing strategies. • Secured 15 listings within first 90 days licensed through cold-calling 2,000 leads weekly (triple-line dialed for 20+ hours per week using Mojo dialer), exceeding the average agents’ first 24 months. • Utilize varied sales methodologies, scripts, and processes depending on the scenario (MEDDPICC, BANT, LPMAMA, etc.) to optimize client interactions and enhance conversion rates.• Served both residential for individuals and commercial with B2B sales, consistently securing top sales rankings in the competitive Charlotte Region.• Real Estate activities brokered in partnership with Real Broker, LLC.
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Growth Strategist - Hmn Connection - Corporate RecruitingHmn Connection Llc Feb 2023 - Present* As a Growth Strategist, my focus is on helping businesses grow by finding the right talent to fuel their success. * By working closely with companies to understand their goals and culture, we specialize in recruiting individuals who not only meet the immediate needs but also align with long-term growth strategies.* With experience across industries like government, technology, DOD, and construction, we tailor recruitment efforts to ensure businesses are matched with top-tier talent who can make a meaningful, lasting impact. * Our goal is to help companies build teams that drive sustainable growth and contribute to overall success. -
Financial Services And Mortgage Agency OwnerState Farm Oct 2013 - Dec 2016Bloomington, Illinois, Us• Grew “scratch” agency to rank within first year in the top 1% of 16,000 agents in securities sales and top 10% in multi-line insurance and financial services sales.• As a second-year agent, was invited to join the Agent Advisory Council, providing insights, feedback, and suggestions to corporate leadership at state, regional, and national levels (typically only for tenured agency owners).• Developed systems for client retention, cross-selling, and operational efficiency that enhanced revenue growth by 25%.• Led a seasoned team of sales professionals, harnessing their expertise to expand revenue streams and enhance client service.• Secured multiple licenses with perfect first-pass record: Series 6 & 63, Life, Health, Mortgage, Property & Casualty, and Disability. -
Associate PastorSovereign Grace Churches May 2002 - Jun 2013• Consistently delivered compelling presentations and sermons, honing public speaking skills that facilitated both spiritual guidance and community mobilization.• Grew new church plant to 100% YoY growth first two years through marketing, outreach, and community engagement leading to church being financially self-sustaining within first six months. • Championed a culture of empathy and active listening, enhancing team cohesion and aligning diverse group interests toward common goals. • Developed and empowered robust volunteer teams, showcasing talent in recruitment, training, and team leadership, essential for sales team management in any sector.
David Traugott Skills
David Traugott Education Details
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University Of Central FloridaCommunications -
William R Boone High School
Frequently Asked Questions about David Traugott
What company does David Traugott work for?
David Traugott works for Redwood United
What is David Traugott's role at the current company?
David Traugott's current role is Versatile Leader | Creative Problem-Solver | Empowering People & Orgs to Thrive | Technology Enthusiast | Real Estate Development | Lifelong Learner | Dedicated Husband & Father.
What is David Traugott's email address?
David Traugott's email address is dk****@****ail.com
What is David Traugott's direct phone number?
David Traugott's direct phone number is +135222*****
What schools did David Traugott attend?
David Traugott attended University Of Central Florida, William R Boone High School.
What are some of David Traugott's interests?
David Traugott has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Home Decoration, Networking, Cooking, Gardening.
What skills is David Traugott known for?
David Traugott has skills like Leadership, Marketing, Management, Customer Service, Public Speaking, Team Building, Insurance, Nonprofits, Leadership Development, Small Business, Life Insurance, Budgets.
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