Hi, I’m
Codi Soule
Missouri Valley,IA
Summary
Tenacious and ambitious sales professional offering a successful career history in executing sales strategies that generate revenue despite business barriers. Articulate communicator skilled at consultative, value-selling approaches that enhance loyalty, strong client relationships and produce results. Consistent at exceeding sales targets and creating a professional and personable experience.
Overview
15
years of professional experience
Work History
AdRollRemote
IC3 New Business Account Executive
08.2021 - Current
Job overview
- Identify high-quality prospects by leveraging business intelligence and third-party data sources while managing a book of business up to 400 accounts.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Prepare presentations, proposals, and sales contracts for potential accounts.
- Communicate regularly with strategic managers for support and strategic planning for accounts.
- Partner closely with other departments such as Customer Onboarding Specialists (COS) to help move customers through the onboarding process as well as RevOps and Sales.
- Maintain composure and patience in the face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Media + SaaS sales.
- Exceeding revenue targets by up to 165%.
Sojern
Sales Executive
05.2017 - Current
Job overview
- Online research to identify, educate, and close top-tier hotels and attractions through a high volume of calls, emails, and social outreach.
- Implemented the new SMB Attractions team in 2018 and remained the lead attractions seller overachieving quarterly revenue goals.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Increased sales with the execution of full sales cycle processing from initial lead processing through conversion and closing.
- Selected correct products based on customer needs, product specifications, and applicable regulations
- Setting realistic expectations with customers so that they are prepared for the outcome of their campaign resulting in long-term partnerships.
- Participating and solicited for thoughts and ideas around marketing materials, website designs, decks, and sales-related content.
AAA Life Insurance
Licensed Life Insurance Agent
04.2014 - 05.2017
Job overview
- Sales of AAA Life Insurance products including cross-sell and upsell.
- Analyzing the needs of individuals in order to recommend the right policy as well as the right dollar amount.
- Collaboration with other teams such as Underwriting and New Business Professionals to ensure all customer needs are met during the underwriting process.
- Achieved several awards for production such as securing 25K+ of Insurance premiums monthly.
Lincoln Financial Group
Implementation Manager
01.2013 - 04.2014
Job overview
- Opening face for Lincoln Financial for new groups/customers.
- Oversaw completion of the implementation process to deliver new business on time to the client/broker.
- Planned and held multi-functional meetings to support execution of the implementation process.
- Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements and customer demand.
- Monitored contracts and service level agreements to identify potential risks and implement mitigation actions to protect development process from unforeseen delays and costs.
- Coordinated internal audits and led remediation efforts for identified deficiencies.
Lincoln, Financial Group
Term Disability Benefit Specialist
07.2008 - 01.2013
Skills
- Opening and Closing Procedures
- Team Member Motivation
- Reliable & Trustworthy
- Planning & Organizing
- Active Listening
- Growth Mindset
- Strong Work Ethic
- Problem Resolution
- Organizational Skills
- Friendly, Positive Attitude
- Exceeding Revenue Expectations
- Manage Longer Sales Cycles
- B2C Sales
- Time Management
- Pipeline Growth
Timeline
IC3 New Business Account Executive
AdRoll
08.2021 - Current
Sales Executive
Sojern
05.2017 - Current
Licensed Life Insurance Agent
AAA Life Insurance
04.2014 - 05.2017
Implementation Manager
Lincoln Financial Group
01.2013 - 04.2014
Term Disability Benefit Specialist
Lincoln, Financial Group
07.2008 - 01.2013
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