JD LINDERT
Kirkland
Summary
Experienced Regional Sales Director with a strong track record of driving substantial growth and fostering key relationships within the financial services sector. Skilled in fundraising, relationship management, and mentoring, consistently delivering impressive results in expanding sales and market share. Adept at identifying opportunities, developing effective strategies, and executing successful sales initiatives. Committed to delivering exceptional customer service and exceeding targets while maintaining a strong focus on building long-term partnerships.
Overview
14
14
years of professional experience
Work History
Principal, Regional Sales Director
Ares Wealth Management Solutions
01.2019 - Current
- Fostered key relationships with top teams across Wires, Independent BDs, and RIA's across Northern CA and the PNW, enhancing overall market presence.
- Successfully raised funds in diverse structures across Real Estate, Infrastructure, Lending, Credit, Private Equity, and 1031 exchanges
- Proven track record in expanding a sales YoY having expanded total capital raise every year since taking over in 2019
- Drove substantial growth, expanding sales from $3mm to $38mm in one year, with projections exceeding $300m in 2024
- Exhibited strong leadership, mentoring internal partners with a perfect promotion success rate, fostering team development and growth
Assistant Vice President, Regional Sales Consultant
Black Creek Group
06.2018 - 12.2018
- Spearheaded over-the-phone sales initiatives, setting appointments and fostering client relationships. Led sales team in launching Non-Traded REIT, driving substantial growth in the Wirehouse channel
- Pioneered tax-deferred real estate exchanges at Morgan Stanley, rapidly becoming the go-to expert for internal and external partners. Adapted swiftly to new strategies, enhancing team performance.
- Consistently exceeded sales targets through strategic client engagement and market analysis. Implemented innovative approaches to cultivate high-value relationships, resulting in significant revenue growth
- Facilitated seamless communication between sales, marketing, and product teams to optimize REIT offerings. Mentored junior staff, fostering a culture of collaboration and professional development
- Conducted in-depth market research to identify emerging trends in real estate investment. Leveraged data-driven insights to refine sales strategies, resulting in measurable improvements in client acquisition rates.
Internal Wholesaler
Jackson National
03.2017 - 04.2018
- Analyzed market trends to position Jackson National as a leader in variable annuity sales, leveraging open infrastructure investing strategies
- Partnered with advisors to demystify complex financial solutions, fostering strong relationships and boosting client confidence
- Developed dynamic consultation approaches to educate clients on annuity wrappers, enhancing understanding of sophisticated investment options
EKIN
Nike Golf
08.2015 - 03.2017
- Educated sales staff on Nike Golf technology across the available product set, including golf clubs, golf balls, apparel and footwear
- Increased sell-through by 29% in 2016 using a consultative approach and brand advocacy
- Adapted to diverse roles requiring sales, marketing, event planning, and consumer education
Performance Fitting Specialist
Nike Golf
12.2014 - 08.2015
- Delivered premium golf club fittings nationwide using Trackman technology, enhancing customer experience
- Accurately diagnosed optimal equipment combinations, tailoring solutions to individual performance needs
- Engaged with customers dynamically, solving problems swiftly to boost overall satisfaction and sales
- Showcased deep product knowledge, driving measurable improvements in customer performance
Customer Service Representative
Nike Golf
02.2013 - 12.2014
- Supported sales reps in promoting Nike Golf products, improving customer engagement and brand loyalty
- Managed inventory, ensuring product availability and timely deliveries
- Collaborated with marketing, sales, and engineering teams to enhance consumer interactions and satisfaction
Assistant Golf Professional
Portland Golf Club
04.2011 - 02.2013
- Enhanced club purchasing and fitting, boosting sales by 15% at a century-old facility
- Expanded club repair services, increasing revenue from $800 in 2011 to over $10,000 in 2012.
Education
Bachelor's Degree - Finance
University of Arizona
05.2014
Skills
- Sales presentations
- Key account management
- Managing quotas
- Customer relationship management
- Strategic planning
- Sales training
- Territory management
- Sales training and leadership
Timeline
Principal, Regional Sales Director
Ares Wealth Management Solutions
01.2019 - Current
Assistant Vice President, Regional Sales Consultant
Black Creek Group
06.2018 - 12.2018
Internal Wholesaler
Jackson National
03.2017 - 04.2018
EKIN
Nike Golf
08.2015 - 03.2017
Performance Fitting Specialist
Nike Golf
12.2014 - 08.2015
Customer Service Representative
Nike Golf
02.2013 - 12.2014
Assistant Golf Professional
Portland Golf Club
04.2011 - 02.2013
Bachelor's Degree - Finance
University of Arizona
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