Cole Willis
Saint John,IN
Summary
Dynamic professional with expertise in client engagement strategies and account relationship development. At Pinnacle Life Group, consistently exceeded sales targets by leveraging strategic pipeline optimization and strengthening client connections. Proficient in CRM software, enhancing operational efficiency and client satisfaction. Adept at identifying new business opportunities, driving growth, and fostering long-term partnerships.
Overview
3
3
years of professional experience
Work History
Insurance Self Generated Account Executive
Family First Life
03.2025 - Current
- Developed client relationships to understand insurance needs and provide tailored solutions
- Executed daily outreach initiatives to generate leads and increase client engagement
- Assisted in preparing insurance policy documentation, ensuring accuracy and compliance
- Coordinated follow-ups with clients to address inquiries and facilitate smooth transactions
Insurance Self Generated Account Executive
Pinnacle Life Group
06.2024 - 03.2025
- Monitored industry trends to identify opportunities for enhancing service offerings
- Collaborated with team members to streamline processes and improve efficiency in operations
- Utilized CRM software to track client interactions and manage sales pipeline effectively
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Solar Energy Business Development Representative
Florida Electric & Solar
01.2024 - 06.2024
- Conducted market research to identify potential clients and industry trends.
- Engaged with leads through in-person conversations to generate interest in solar solutions.
- Provided product knowledge training to new team members, enhancing overall team performance.
- Assisted in developing sales strategies to enhance customer outreach and engagement.
- Increased client base by identifying potential customers and initiating strategic outreach.
Senior Recruiter
Simple Solar
01.2023 - 01.2024
- Led full-cycle recruitment processes for diverse roles within solar energy sector.
- Developed targeted sourcing strategies utilizing social media and industry-specific platforms.
- Collaborated with hiring managers to identify staffing needs and refine job descriptions.
- Enhanced candidate experience through timely communication and personalized engagement practices.
Education
Bachelor of Science - Selling And Sales Management
Purdue University
West Lafayette, IN08-2022
Skills
- Client engagement strategies
- Account relationship development
- Strengthening client connections
- Strategic pipeline optimization
Timeline
Insurance Self Generated Account Executive
Family First Life
03.2025 - Current
Insurance Self Generated Account Executive
Pinnacle Life Group
06.2024 - 03.2025
Solar Energy Business Development Representative
Florida Electric & Solar
01.2024 - 06.2024
Senior Recruiter
Simple Solar
01.2023 - 01.2024
Bachelor of Science - Selling And Sales Management
Purdue University