Brady Hertel
Connersville
Summary
Performance-driven Associate with stellar record of accomplishment in connecting with customers and driving remarkable sales. Proactive, well-organized sales leader successful at meeting and exceeding targets with strategic approaches. Skilled lead generator, product demonstrator, and problem-solver.
Overview
8
8
years of professional experience
Work History
Digital Marketing Sales Representative
American Marketing Publishing
DeKalb
11.2025 - Current
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Delivered product presentations that highlighted key features and benefits.
- Conducted market research to identify new sales opportunities and trends.
- Utilized CRM software to track leads and manage customer interactions.
- Developed key customer relationships to increase sales.
- Answered inquiries from prospective customers regarding features of products and services offered.
Financial Advisor
Empower Retirement
06.2022 - 08.2025
- Provided advice to clients on how best to approach their development plans.
- Reviewed client's proposals and provided feedback from a planning perspective.
- Assessed applications submitted by developers in relation to planning legislation.
- Provided advice on tax-advantaged investment opportunities.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Developed and maintained strong client relationships through exceptional service and communication.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Financial Advisor
Edward Jones Investments
09.2018 - 05.2022
- Conducted at least 5 client appointments a week to not only uncover new asset opportunities, but to make sure my clients felt secure in achieving their financial goals
- Maintained a strong pipeline of incoming clients by door knocking 5 days a week, and making 25 calls a day to prospects and current clients
- Identified optimal products for each client and presented solutions.
- Sold mutual funds, stocks and bonds tailored to my client's long and short term goals.
- Backed up financial advice with accurate and current advice on industry trends.
- Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs.
- Guided clients toward profitable and secure financial decisions with persuasion and knowledge of available products.
- Used consultative appointments focused on analyzing existing client situations and identified opportunities for improvement.
- Determined customers' needs by carefully reviewing current expenses and income, tax status and both short- and long-term financial objectives.
- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals.
- Brought in roughly 30 new clients each year by generating leads through word of mouth, cold calling and local marketing, such as door knocking, and joining community clubs.
- Kept clients' investment portfolios up-to-date with plans tailored to my clients goals and needs.
- Managed 267 households worth almost $24,000,000 in assets
Inside Sales Representative
Tedco Toys
08.2017 - 03.2018
- Processed customer orders and contracts to foster continuous satisfaction.
- Managed client and prospect correspondence and resolved related inquiries.
- Created client communications and enrollment plans and conveyed clear expectations for ongoing support.
- Estimated and quoted prices, credit or contract terms and delivery dates.
- Sustained revenue by bringing in new customers and continuously connecting with established accounts.
- Answered customers' questions about products, prices and availability.
- Accomplished multiple tasks in a fast-paced environment.
Education
Bachelor of Science -
Ball State University
Muncie, IN05.2017
Skills
- Client relations
- Pipeline management
- Industry research
- Time management
- Analytical thinking
- Scheduling
- Written communication
- Verbal communication
- Investments advising
Affiliations
- Chamber of Commerce, Member, We work together to help businesses within our communities prosper.
- Kiwanis Club, Board Member, Dedicated to improve children's lives and the communities they live in.
- New Horizons, Board Member, Help people with special needs integrate themselves into the community and workforce.
Timeline
Digital Marketing Sales Representative
American Marketing Publishing
11.2025 - Current
Financial Advisor
Empower Retirement
06.2022 - 08.2025
Financial Advisor
Edward Jones Investments
09.2018 - 05.2022
Inside Sales Representative
Tedco Toys
08.2017 - 03.2018
Bachelor of Science -
Ball State University