David Traugott Email & Phone Number

Mooresville, NC, US

• 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.
• 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.
• Utilized development projects using agile and scrum project management utilizing Asana, Monday.com, Process.st, etc.

• 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.
• 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.

* 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.

Bloomington, 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.
• 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.

• 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.

Bachelor'S Degree, Business Administration, Communications

Education record