Jessica Dahill
WAYNE,Pennsylvania
Summary
Sales leader with a track record of 15% year-over-year sales growth. Expertise in strategic planning and effective communication, leveraging product positioning to drive revenue and foster client relationships. Results-driven and adaptable, consistently achieving exceptional performance in competitive markets.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sales & Marketing Consultant
GMP NUTRACEUTICALS
09.2023 - Current
- Developed and implemented growth strategies across digital and wholesale channels, resulting in a 25% boost in online sales and expanded client base through improved product positioning and market segmentation.
- Built and maintained relationships with retail partners and distributors, aligning sales messaging with brand goals to improve market penetration.
Regional Director
NEW YORK LIFE INVESTMENTS
01.2022 - 09.2023
- Increased YOY sales by 15% within 9 months of hire while integrating CRM updates to gain competitive advantage.
- Directed all sales and increased market share in E. PA, DE and N. MD with lasting client relationships forged through strategic growth processes.
Regional Director
WELLS FARGO ASSET MANAGEMENT
04.2014 - 02.2020
- Results-oriented sales leader driving revenue growth by delivering exceptional client experience.
- Differentiated client consultant at key firms, Morgan Stanley, Merrill Lynch, UBS, Ameriprise and LPL.
Registered Representative
NATIONAL PLANNING CORP
01.2012 - 04.2014
- Specializing in financial modeling, and the creation of asset summary spreadsheets, income projections, and asset allocation models using eMoney.
- Analyzed client portfolios for potential risk factors, tax implications and investment opportunities.
Registered Representative
SECURIAN FINANCIAL
05.2010 - 12.2011
- Managed client relationships through quarterly meetings, updating client changes, and asset allocation rebalancing.
- Monitored market trends, economic conditions and news events affecting investments held in client accounts.
Registered Representative Investment Specialist
PARK AVENUE SECURITIES
09.2009 - 04.2010
- Developed and implemented a comprehensive sales strategy aligned with company sales goals.
- Attained comprehensive knowledge of risk analysis and downside protection to investment portfolios using life insurance in buy/sell agreements and family office planning.
Senior Vice President, Regional Marketing Director
PUTNAM INVESTMENTS
04.1993 - 02.2009
- Established and nurtured relationships with key clients to drive revenue growth.
- Collaborated with senior management and product teams to optimize sales campaigns and asset retention.
- Developed a Women and Wealth presentation series for internal and external clients.
Education
Bachelor of Arts - Communication
State University of New York At Cortland
Skills
- Product positioning
- Revenue growth
- Negotiation techniques
- Effective communication
- Sales presentations
- Strategic planning
- Investment sales leader
- Influence and collaboration skills
- Sales cycle management
- Adaptability and flexibility
Professional Competencies
- Driven Business Consultant
- Top producing Mutual Fund/ETF Wholesaler
- Expert in Territory Management
- Accomplished Client Relationship Manager
- Passionate Public Speaker & Empathetic Personal Communication Skills
- Tenacious at Building Brands
- Exceptional Time Management & Organization skills
- Accomplished at Portfolio Design
- Direct Investment Sales & Distribution Leader
- Proficient in Salesforce, Morningstar and Concur
- Natural influencer
- Dedicated Team Player
- Creative Thinker
Professional Highlights
- Increased online sales by 25% in 12 months for GMP Nutraceuticals.
- Increased YOY sales by 30% within 9 months of hire at MainStay Funds/New York Life Investments.
- Top decile producing Regional Director at Wells Fargo within key accounts, including Morgan Stanley, Raymond James, and Ameriprise.
- Drove asset growth of over $500M AUM within 14 months at National Planning Corp.
- Awarded Top New Advisor in the first year of production while being promoted to join the senior, top-producing team at Securian Financial.
- Consistent Top Decile sales producer at Putnam Investments for over 10 years.
Certification
- FINRA Series 7
- FINRA Series 6
- FINRA Series 65
- FINRA Series 63
- SIE
Timeline
Sales & Marketing Consultant
GMP NUTRACEUTICALS
09.2023 - Current
Regional Director
NEW YORK LIFE INVESTMENTS
01.2022 - 09.2023
Regional Director
WELLS FARGO ASSET MANAGEMENT
04.2014 - 02.2020
Registered Representative
NATIONAL PLANNING CORP
01.2012 - 04.2014
Registered Representative
SECURIAN FINANCIAL
05.2010 - 12.2011
Registered Representative Investment Specialist
PARK AVENUE SECURITIES
09.2009 - 04.2010
Senior Vice President, Regional Marketing Director
PUTNAM INVESTMENTS
04.1993 - 02.2009
Bachelor of Arts - Communication
State University of New York At Cortland
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