Brandon Mathis
Comporium Communications
15
years of professional experience
Client-focused sales and relationship management professional with over 12 years of experience building trusted client relationships, providing consultative solutions, and consistently achieving sales goals. Experienced in serving both individual and business clients, with additional background as a licensed life insurance professional. Passionate about investing and financial markets with over 10 years of self-directed investing experience and extensive independent education in stocks, options, technical and market analysis, and risk management. Currently studying for the Securities Industry Essentials (SIE) Exam and seeking to help clients achieve their long-term financial goals as an Associate Financial Advisor.
Work History
Business Services Representative
3 Years 3 Months- Exceeded sales targets approximately 75% of the time by aligning technology and communication solutions to business clients' operational needs.
- Developed and maintained a portfolio of business accounts through proactive outreach and strategic relationship management.
- Analyzed client requirements to present solutions that supported both financial and operational objectives.
- Assigned and managed a portfolio of 700+ business accounts, driving revenue growth through strategic upselling, cross-selling, and proactive relationship management
Retail Sales & Service Specialist
8 Years 1 Month- Exceeded individual sales targets approximately 80% of the time through consultative, relationship-driven selling.
- Resolved complex account and billing escalations while maintaining high customer satisfaction scores.
- Trained and mentored new hires on sales techniques, internal systems, and service best practices.
- Managed detailed client records and performance tracking using Microsoft Excel.
- Volunteered to represent the company at community tent events, engaging prospective clients and strengthening local brand presence.
- Selected by leadership to film training sales videos used for onboarding and development of new team members.
Customer Contact Center Representative
1 Year 7 Months- Served as first point of contact for inbound customer inquiries, resolving account and service issues efficiently in a high-volume environment.
- Identified upsell and cross-sell opportunities through needs-based conversations, contributing to departmental revenue goals.
- Documented all interactions accurately while maintaining client confidentiality and compliance standards.
Licensed Field Underwriter
1 Year 10 Months- Conducted 150+ outbound prospecting calls daily to identify and qualify potential life insurance clients.
- Evaluated clients' financial protection needs through one-on-one consultations and recommended tailored life insurance solutions.
- Built a client pipeline through cold calling, networking, and referral-based relationship development.
- Completed underwriting applications by gathering financial and medical documentation with accuracy and regulatory compliance.
- Held an active South Carolina Life Insurance Producer License.
- Participated in weekly sales meetings and quarterly three-day sales conferences focused on industry knowledge, sales strategy, and professional development.
Education
High School Diploma
Skills
Client Relationship Management
Consultative Sales
Financial Needs Assessment
Client Education & Communication
Investment Fundamentals
Technical & Market Analysis
Risk Management
Retirement & Insurance Concepts
Account Management
Problem Solving
CRM Management
Prospecting & Pipeline Development
Timeline
Business Services Representative
Comporium Communications
05.2023 - CurrentRead More
Retail Sales & Service Specialist
Comporium Communications
04.2015 - 05.2023Read More
Customer Contact Center Representative
Comporium Communications
09.2013 - 04.2015Read More
Licensed Field Underwriter
National Agents Alliance
11.2011 - 09.2013Read More
Rock Hill High School
High School Diploma
Read More
Professional Development
Courtney Smith Professional Trading Programs
- Stock Success School
- Option Success School
- My Favorite Day Trading System
- Options Paychecks
- How to Make a Living With Stocks and Options
- How to Make Money in Bear Markets
Todd Rampe Option Course
- Triple Sync Logic Stock and Option Course