Jacob Chance Mosher
San Diego,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
5
5
years of professional experience
Work History
Account Executive
Marcus Evans Group
San Diego
01.2024 - Current
- Identifying and cultivating new leads, significantly expanding the client base
- Contact, qualify, and engage prospects through email, LinkedIn, and cold calling
- Negotiate, close, and upsell contracts to C-level decision makers
- Keep an organized record of sales activities and businesses in pipeline
- Maintain and nurture relationships to ensure client retention
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, IN01-2019
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 Executive
Marcus Evans Group
01.2024 - Current
Solution Specialist
Appstar Financial
08.2022 - 01.2024
Licensed Mortgage Loan Originator - Team Lead
AmeriSave Mortgage Corporation
03.2020 - 07.2022
Bachelor of Arts - Global Management - Focus in Marketing
Earlham College
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