Jon Lyles
Laguna Beach,CA
Summary
Accomplished sales leader with significant relationship-building skills combined with extensive sales background within multiple industries ranging from single doors, national chains to banks and credit unions across the country. Proven track record of consistently driving and exceeding sales goals while protecting brand equity with a priority of brand objectives, vision and purpose.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sales Executive-Brokered CDs
Great Pacific Securities
Costa Mesa, CA
11.2023 - Current
- Coordinate efforts with Bank CFO's and Controllers to raise wholesale brokered deposits for national and regional banks and credit unions whether it's fixed coupon bullets and fixed coupon callable CDs.
- Secure capital for financial institutions by underwriting FDIC and NCUA insured CDs to ensure sufficient funding needs for bank's and credit union's lending activities and cash flow
- Oversee execution of offerings, provide pricing, placement and settlement of each transaction.
Sales Representative/Project Estimator
Build Brothers
San Diego, CA
10.2022 - 10.2023
- Identify customer needs to deliver relevant product solutions for their home comfort needs while working within target budgets.
- Drive sales of company products and services by meeting with customers using strategic and organized approach.
- Educate every customer during each appointment to increase their knowledge, build trust and make a client for life.
- Monitor customer order process and timelines and help work through any customer issues.
- Leverage CRM system to stay top of mind to clients, manage sales activities and track sales performance.
Mortgage Advisor
McLellan Team
Irvine, CA
12.2019 - 07.2022
- Grew portfolio by 3x in 2nd year and 2x in 3rd year by implementing the strategies below to gain the trust of every client.
- Helped change clients perspective of what it means to be a mortgage professional by delivering value and service beyond the transaction.
- Increased client's financial literacy with a holistic planning approach while serving as a guide to financial freedom.
- Spent ample time with each applicant to break down complex information into easy to understand terms during initial goals call, pre-purchase consultation, contract call and post closing call.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Identified valuable solutions for customers with low income, credit problems, and various forms of income including 401k's, trusts, life insurance, child support etc.
Sales Representative
RVCA
COSTA MESA, CA
01.2003 - 11.2019
- Built, cultivated, maintained all Southern California territories and Arizona.
- Exceeded sales goals by 2-3x from 2003-2016.
- Built and managed an $8-$10m business.
- Serviced and grew existing retail customers while establishing new customers.
- Managed product line showings, order management, fulfillment and inventory levels.
- Educated retailers (owners, managers, sales staff) about new product offerings and their features and benefits to help promote increased sales.
- Identified customer needs to deliver relevant product solutions and promotions to meet target budgets and goals.
- Implemented sales strategies, retail marketing initiatives to help optimize sales and maintain healthy margins.
- Managed sales office, showroom, sub-reps, in-house sales team.
- Developed/ implemented goals and commissions with my inside and outside sales teams to help exceed projected sales goals on a weekly, monthly and seasonal basis.
- Collaborated with retailers, design and marketing teams to identify trends in the marketplace and help deliver relevant product offerings between our team at RVCA and retail partners.
Sales Representative/Territory Manager
Ambiguous Industries
Irvine, CA
01.2001 - 01.2003
- Cultivated, built and managed profitable sales within relevant channels through execution of seasonal and annual sales plans by maintaining and expanding regional customer base in LA, OC, SD territories.
- Grew territory from $90k- $1.5m in 20 months.
- Held weekly rep meetings with VP of Sales, local reps., design and marketing teams to collaborate on product categories, designs and go to market strategies to ensure relevance in the marketplace.
- Assisted VP of Sales with trade show booth logistics, planning and managing daily and seasonal trade show calendars.
Skills
- Collaborative Leader
- Partnership Builder
- Client Relationship Manager
- Sales Growth Strategist
- Internal/Outside Sales Expert
- Financial Product Knowledge (CDs)
Certification
- FINRA Series 7, 63
Timeline
Sales Executive-Brokered CDs
Great Pacific Securities
11.2023 - Current
Sales Representative/Project Estimator
Build Brothers
10.2022 - 10.2023
Mortgage Advisor
McLellan Team
12.2019 - 07.2022
Sales Representative
RVCA
01.2003 - 11.2019
Sales Representative/Territory Manager
Ambiguous Industries
01.2001 - 01.2003