Jason Davis
Summary
Dynamic professional with extensive experience in direct sales and customer acquisition, consistently driving revenue growth across diverse industries. Proven ability to adapt quickly to new product lines while maintaining strong relationships and effective communication with clients. Demonstrates resilience under pressure and a proactive approach to overcoming challenges. Committed to delivering exceptional client experiences through strategic selling techniques and outstanding service.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Direct Sales Agent
Google on behalf of TTEC
Arizona
04.2021 - 01.2023
- Fielding online chats, inbound and outbound calls, with business owners, managers, marketing agencies and content creators interested in or already using Google Ads paid advertising platform.
- Identified client(s) initial concern, if applicable, and resolution.
- Conducted assessment to better understand the business goals, objectives, challenges, expectations and digital marketing experience or comfort level.
- Based on those findings established a marketing plan and products that would best suit their desired outcome.
- Products included Google Search Ads, Pop-up or Display Ads, YouTube Ads, etc.
- Performed internal review of data we had for the target area and vertical to formulate a financial investment recommendation for 90 days.
- Presented a Google Ads marketing plan, virtually or by phone, and pitched to all decision makers.
- Negotiated the advertisers investment into Google paid advertising for 90 days that would include our support such as creating ads and optimization.
- Upon sale, I would assign one of our team members to the account to work with the client and monitor their results during the support window.
- Upsell products and investment when applicable.
Owner
JD LLC
Arizona/Minnesota
07.2013 - 03.2021
- New client lead generation for the Mortgage and Insurance Industry.
- Created opportunities and sales by networking with my natural market, centers of influence and pursuing new opportunities through cold calling and virtually attending business forums and gatherings.
- Negotiated financial agreements with clients and prospective clients.
- Pre-screened new leads for quality and matched them with the appropriate business/agent.
- Responsible for accounting in all financial matters for the business.
- Followed up with both lead prospect and client to review the customer experience for quality control.
- Developed and distributed CRM marketing campaigns to enhance customer engagement.
Operations Director/Sales
BuyorRefi Financial
Arizona
07.2019 - 11.2019
- Implemented business rules and practices to compliment the profitability and scaling of an up-start Mortgage Brokerage.
- Managed sales production along with daily, weekly, monthly, quarterly and annual sales projections/quotas.
- Initiated marketing campaigns within specific target markets that aligned with operating income and return on investment.
- Oversaw all matters concerning sales and operations of the business.
Loan Officer/Partner
NOVA Home Loans
Arizona
12.2017 - 04.2019
- Responsible for running daily team meetings, in-bound and out-bound lead generation, high volume sales calls, in person and video conference sales presentations, structuring mortgage loans and sales.
- Expert level of product and regulatory guideline knowledge along with very strong communication skills and attention to detail.
Loan Production Manager
LeaderOne Financial Corp
Minnesota/Arizona
09.2014 - 10.2017
- Coordinate all communication, documentation and approvals throughout the residential mortgage loan process.
- Included, but was not limited to correspondence with Clients, Upper Management, Operations, Real Estate Agents and other 3rd parties.
- High-volume sales calls, pipeline management, CRM management and ROI management.
Loan Executive Operations/Sales
Cascade Mortgage Corp
Minnesota
10.2012 - 09.2014
- Executive Assistant for a Top Producing Mortgage Brokerage in the Minneapolis/St Paul area.
- Coordinate all aspects of the sale, collect secure documentation, communicate with the client(s) and operations staff.
Sales and Revenue Director
Sonor Hotel Corporation (Holiday Inn, Clarion Inn and Best Western)
Minnesota
08.2007 - 10.2012
- Company Overview: Full-service hotel with 210 rooms, 7 banquet facilities, fine dining restaurant and an award winning bar.
- Bar Manager in 2007 promoted to Sales & Revenue Director within 2 years.
- Oversaw management production in relationship to occupancy, banquet bookings as well as food and beverage service, cost and revenue.
- Total staff ranged between 50-75 employees.
- Implementation of several strategies that allowed the corporation to operate very cost effectively and efficiently.
- Full-service hotel with 210 rooms, 7 banquet facilities, fine dining restaurant and an award winning bar.
Director
Opportunity Resource Group
Minnesota
01.2006 - 12.2007
- Director and producer for a financial planning firm concentrating on Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, 401k's, IRA and Annuities.
- High volume cold calling, sales prospecting, wholesaling, recruiting, etc.
Loan Originator
Town and Country Credit
Minnesota
11.2003 - 01.2006
- High volume cold calling (up to 500 per day).
- Originate mortgage finance sales.
Skills
- Sales negotiation
- Lead generation
- Market analysis
- CRM management
- Product presentation
- Relationship building
- Campaign management
- Cold calling
- Customer acquisition
- Customer service
Affiliations
- Completed 14 half-marathons
Accomplishments
- Business Builder of the Year (Aegon Financial)
- Diamond Club (LeaderOne Financial)
- Presidents Club (Town & Country Credit)
- 3 sport high school letter winner
- College Hockey letter winner
Certification
- Mortgage Loan Originators License
- Series 6 and 63 License
- Life & Health Insurance License
Timeline
Direct Sales Agent
Google on behalf of TTEC
04.2021 - 01.2023
Operations Director/Sales
BuyorRefi Financial
07.2019 - 11.2019
Loan Officer/Partner
NOVA Home Loans
12.2017 - 04.2019
Loan Production Manager
LeaderOne Financial Corp
09.2014 - 10.2017
Owner
JD LLC
07.2013 - 03.2021
Loan Executive Operations/Sales
Cascade Mortgage Corp
10.2012 - 09.2014
Sales and Revenue Director
Sonor Hotel Corporation (Holiday Inn, Clarion Inn and Best Western)
08.2007 - 10.2012
Director
Opportunity Resource Group
01.2006 - 12.2007
Loan Originator
Town and Country Credit
11.2003 - 01.2006
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