Jacob Chance Mosher
Los Angeles,CA
Summary
Experienced account executive with a strong background in sales, client relationship management, and team leadership. Proven track record of generating new business, exceeding sales targets, and maintaining high levels of client satisfaction. Skilled in navigating fast-paced environments and leveraging social media for brand engagement. Excels in strategy development and problem-solving to achieve business objectives.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Account Manager
SmartFinancial
Newport Beach, CA
01.2025 - Current
- Built and strengthened client relationships to ensure needs were met and revenue opportunities were maximized across the platform
- Recommended customized product solutions aligned with insurance agents’ goals and operational needs
- Led Client Account Reviews (CARs) to assess performance, manage budgets, and drive partner satisfaction
- Achieved and exceeded revenue targets through strategic client retention, cross-selling, and upselling initiatives
- Served as the primary client contact, delivering exceptional support and experiences that helped insurance agencies grow using SmartFinancial’s platform
Account Executive
Marcus Evans Group
San Diego, CA
01.2024 - 01.2025
- Prospected and generated new leads using ZoomInfo and LinkedIn Sales Navigator to build a strong sales pipeline
- Engaged and qualified prospects through email outreach, LinkedIn messaging, and high-volume cold calling
- Negotiated and closed contracts with C-level executives by uncovering business goals and translating them into tailored solutions
- Maintained accurate and organized sales activity and pipeline data within HubSpot CRM
- Traveled nationwide to support clients and represent the company in delivering high-quality products and services
Solution Specialist
Appstar Financial
San Diego, CA
08.2022 - 01.2024
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Enhanced business pipeline through strategic cold and warm outreach, boosting customer engagement
- Strategically devised customer approaches, meeting sales objectives and capitalizing on emerging opportunities.
- Effectively built relationships with potential customers to drive in SaaS sales.
Licensed Mortgage Loan Originator - Team Lead
AmeriSave Mortgage Corporation
Atlanta, GA
03.2020 - 07.2022
- Drove sales strategy development and provided peer coaching, contributing to team success
- Foster positive short and long-term client relationships while guiding clients through the mortgage approval process
- Communicate with clients to better understand their needs and suggest mortgage solutions using a consultative approach
- Catered to clients' wants, needs, and concerns throughout the process
- Verify sensitive information to complete mortgage documents
- Calculate, analyze, and interpret financial information to determine client’s lendability
- Expand client base by calling potential clients and referral marketing
- Successfully funded 140+ loans within 1 year of being licensed
Education
Bachelor of Arts - Global Management - Focus in Marketing
Earlham College
Richmond, IN 08.2015 - 05.2019
Master of Arts - Sports Industry Management
Georgetown University
Washington, District of Columbia, DC 08.2020 - 12.2021
Skills
- Consultative Sales
- Team Leadership
- Account Management
- Relationship Building
- Social Media Management and Engagement
- Community Engagement
- Computer Skills: Microsoft Office Suite (Word, Excel, PowerPoint) & SPSS
- Relationship Management
- Complex Problem Solving
- Project Management
- Detail Oriented
Timeline
Account Manager
SmartFinancial
01.2025 - Current
Account Executive
Marcus Evans Group
01.2024 - 01.2025
Solution Specialist
Appstar Financial
08.2022 - 01.2024
Master of Arts - Sports Industry Management
Georgetown University
08.2020 - 12.2021
Licensed Mortgage Loan Originator - Team Lead
AmeriSave Mortgage Corporation
03.2020 - 07.2022
Bachelor of Arts - Global Management - Focus in Marketing
Earlham College
08.2015 - 05.2019