Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jerron Patton

Burleson

Summary

Highly accomplished sales representative with 17+ years of experience in business development and sales management. Proven track record of delivering exceptional results through building strong relationships, driving business growth, and retaining clients. Motivated self-starter with excellent time management and organizational skills, consistently exceeding targets and driving revenue growth. Committed to delivering outstanding customer service and providing innovative solutions to meet clients' needs.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Business Development Sales Trainer

Better Business Bureau | Us
04.2024 - Current
  • Established clear expectations for desired outcomes at the onset of each course module or workshop session.
  • Assessed training program effectiveness on regular basis and improved upon deficient areas.
  • Managed recruitment, training and development for highly effective sales team.
  • Developed and led group training courses to align with corporate sales and service goals.
  • Designed and implemented sales training program and documentation.
  • Revamped outdated course materials to reflect current best practices in sales methodologies and processes.
  • Conducted comprehensive evaluations of individual performance metrics to identify areas requiring additional support or intervention from management teams.
  • Developed customized training modules to address specific needs of various markets and regions.
  • Reduced time spent in the field by creating efficient role-play scenarios for realistic practice during training sessions.
  • Provided coaching and mentoring to employees.
  • Established and maintained quality control standards.
  • Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
  • Developed job-specific competencies and performance standards.
  • Designed and delivered web-based, self-directed learning materials.

Licensed Insurance Agent

American Entitlements
05.2018 - Current
  • Build relationships and conduct presentations to senior market
  • Lead management
  • Identify and develop working relationships with social & government agencies that interact with Medicare population to gain access to Medicare eligible
  • Knowledge of General Marketing Strategies: Effectively establish relationships to find new opportunities to educate and enroll individuals into State Health Plans
  • Conducting marketing events within targeted communities
  • Proactively retaining clients by providing excellent customer service
  • Updating and retaining client information with our CRM
  • Develop quotes and proposals
  • Creating Microsoft power point sales presentations
  • Meeting and exceeding monthly sales goals
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.

Business Development Representative

Better Business Bureau of Oklahoma City
08.2016 - Current
  • Generating and prospecting leads
  • Contacting business owners via telephone or email
  • Utilizing one call close method
  • Meeting potential clients at trade shows, business events etc
  • Inputting account information to CRM
  • Assist mentoring new sales representatives within organization
  • Participate in sales functions within various organizations
  • Demonstrated mastery of outbound representative call script
  • Daily cold calling, presenting to businesses and one-call close
  • Generating 60 plus cold calls per day
  • Meeting and exceeding monthly sales goals
  • Increased client base by identifying potential customers and initiating strategic outreach.
  • Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Conducted market research to identify new business opportunities and target areas for expansion.
  • Boosted brand awareness by representing the company at industry events and conferences.

Director of Sales

Better Business Bureau of Fort Worth and Tarrant County Inc
06.2006 - 08.2016
  • Building high performing, stable and loyal sales teams through extensive training
  • Develop alternative training methods if expected improvements are not seen
  • Strategic decision maker for revenue generation
  • Led nationally in new sales productions in same size market for 10 years
  • Ranked in top 5 of 111 teams nationally in all market size for 2 years
  • Developed internal and external relationships crucial to providing exceptional results
  • Recruiting & attracting high performing sales representatives
  • Created & redeveloped sales presentations as needed
  • Redeveloped sales and retention programs that resulted in over 100% net growth in 3 years
  • Determine customers' needs and prepare proposals to sell services that address these needs
  • Evaluate costs and revenue of agreements to determine profitability
  • Prepare training budget for department
  • Evaluate instructor performance and the effectiveness of training programs, providing recommendations for improvement
  • Analyze training needs to develop new training programs or modify and improve existing programs with key performance indicators
  • Plan, develop, and provide training and staff development programs, using knowledge of the effectiveness of methods such as classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops
  • Develop and organize training manuals, multimedia visual aids, and other educational materials
  • Managed sales team of 13 team members
  • Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
  • Achieved regional sales targets through effective territory management and relationship building with key clients.
  • Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
  • Established strong partnerships with industry influencers to expand brand recognition and drive business growth.
  • Managed team of sales representatives, providing guidance, coaching and support.
  • Developed high-performing sales teams through targeted recruitment, training, mentoring, and coaching activities.
  • Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
  • Established pricing strategies to maintain competitive pricing and maximize profits.
  • Collaborated with marketing teams to help sales campaigns reach target audiences.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Billing and Collections Representative

Landmark Healthcare
06.2004 - 07.2006
  • Arrange for debt repayment or establish repayment schedules, based on customers' financial situations
  • Insurance collections
  • Advise customers of necessary actions and strategies for debt repayment
  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment
  • Answer customer questions regarding problems with their accounts
  • Record information about the financial status of customers and status of collection efforts
  • Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
  • Sort and file correspondence and perform miscellaneous clerical duties such as answering correspondence and writing reports
  • Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims
  • Locate and monitor overdue accounts, using computers and a variety of automated systems
  • Verify accuracy of billing data and revise any errors
  • Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due
  • Resolve discrepancies in accounting records

Education

High School Diploma -

TCC
Fort Worth, TX

Skills

  • Sales
  • Sales Management
  • Excel
  • Word
  • PowerPoint
  • Lead Generation
  • Training & Development
  • Team Building
  • Sales team training
  • Prospecting strategies
  • Employee onboarding
  • Negotiation techniques
  • Sales data analysis
  • Objection handling
  • HR collaboration
  • Sales planning
  • Pipeline management
  • Closing techniques
  • Training program creation
  • New hire retention
  • Employee retention
  • Sales team recruitment
  • CRM proficiency
  • Sales team development
  • Report preparation
  • Sales coaching
  • Training documentation
  • Training aid creation
  • Sales methodologies
  • Sales report analysis
  • Training program management
  • Sales training facilitation
  • Sales talent acquisition
  • Training material revision
  • Training manuals
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Time management
  • Problem-solving abilities
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Critical thinking
  • Active listening
  • Adaptability and flexibility
  • Decision-making
  • Relationship building
  • Team building
  • Leadership development
  • Task prioritization

Certification

Health & Life Insurance License, Active, Texas

Timeline

Business Development Sales Trainer

Better Business Bureau | Us
04.2024 - Current

Licensed Insurance Agent

American Entitlements
05.2018 - Current

Business Development Representative

Better Business Bureau of Oklahoma City
08.2016 - Current

Director of Sales

Better Business Bureau of Fort Worth and Tarrant County Inc
06.2006 - 08.2016

Billing and Collections Representative

Landmark Healthcare
06.2004 - 07.2006

High School Diploma -

TCC
Jerron Patton