Summary
Overview
Work History
Skills
Certification
References
Timeline
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Ian Fallon

Ian Fallon

Tampa,FL

Summary

Proven sales leader with a track record of exceeding goals and driving revenue. Led 401(k) sales nationwide at ADP, achieving Club status in six months. Generated over $1M annually at Venus Concept, exceeding quota by 175%. Skilled in client relationships, prospecting, and delivering tailored solutions.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Centric District Manager

ADP
Tampa, FL
07.2023 - Current
  • Achieved top position in national 401k sales.
  • Cultivated robust partnerships with CPA firms in the Tampa Bay region to strengthen professional ties.
  • Led Veteran initiative to assist veteran-owned businesses.

Territory Manager

Venus Concept
Weston, United States
01.2022 - 07.2023
  • Achieved $1.1 million in annual revenue, surpassing annual quota by 175%.
  • Exceeded Q1 2022 quota by 250%, generating $349k in revenue.
  • Developed and maintained over 50 client relationships, managing Robotics sales for the Southeast region.

District Manager

ADP- Automated Data Processing
Tampa, United States
11.2020 - 01.2022
  • Set a new record for the largest CPA acquisition in the southeast with 300 accounts.
  • Attained Club status in just 6 months, highlighting outstanding leadership and performance.
  • Elevated performance standards with swiftest execution of 10 sales in West Florida.
  • Set a new standard by completing sales of 11 Simple IRAs in one month.

Broker

TQL- Total Quality Logistics
Channelside, United States
04.2020 - 10.2020
  • Surpassed turnover quota for new customers by achieving the goal within 4 weeks.
  • Conducted client visits to negotiate prices and enhance product visibility.
  • Analyzed third-party syndicated data to identify key market trends and opportunities.

Infantry Squad Leader

USMC
Oahu, United States
02.2016 - 01.2020
  • Elevated combat preparedness and skill levels through meticulous training program design.
  • Organized cross-unit exercises alongside senior leadership, boosting operational readiness and teamwork.
  • Achieved zero mission delays by meticulously maintaining an inventory of equipment and weapons, ensuring all items were serviceable.

Skills

  • Client Relationship Development
  • Prospecting Proficiency
  • Needs-Based Client Consultation
  • Comprehensive Product Knowledge
  • Conflict Resolution Expertise

Certification

  • Life Insurance License – Authorized to sell life insurance products, demonstrating comprehensive knowledge of insurance regulations, and client-focused solutions
  • Securities Industry Essentials (SIE) Exam – Successfully passed, showcasing foundational knowledge of securities industry concepts, regulations, and practices

References

References available upon request.

Timeline

Centric District Manager

ADP
07.2023 - Current

Territory Manager

Venus Concept
01.2022 - 07.2023

District Manager

ADP- Automated Data Processing
11.2020 - 01.2022

Broker

TQL- Total Quality Logistics
04.2020 - 10.2020

Infantry Squad Leader

USMC
02.2016 - 01.2020

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Ian Fallon