Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jordan Berry

Scottsdale,AZ

Summary

Financial and Tech professional with 5 years of experience in inside and outside selling. Skilled in long term relationship building, effective interpersonal communication through multiple mediums, and outperforming sales targets. Successfully generated over $4 million in technology sales and $10 million in annuity sales across the last 3 years. Able to leverage these strengths and achievements to contribute to the success of any organization.

Overview

6
6
years of professional experience
4
4
Certification

Work History

Sales Executive

Axon Enterprise Inc.
07.2024 - 08.2025
  • Generated $4M in annual sales by expanding technology adoption across 1,250+ public safety accounts
  • Conducted product demonstrations and pricing reviews to showcase solutions tailored to departmental objectives
  • Negotiated pricing and discount structures to secure contract approvals and achieve revenue targets

Senior Territory Consultant

Nationwide Financial
10.2021 - 06.2024
  • Curated over $10 million dollars across the past two years taking the advisors from cold call to current producer
  • Developed and maintain relationships with key stakeholders in the territory to drive business growth and maximize sales
  • Provided ongoing leadership and coaching to the TC1 in the territory to support their professional development and enhance their sales skills

Territory Consultant II

Nationwide Financial
12.2020 - 09.2021
  • Outpaced the quarterly sales goal finishing first in all three of our sales metrics for all four quarters
  • Learned the service side of our business by writing 2 applications daily and fixed applications that were not in good order
  • Directed meetings with the training class to participate in role plays and give advice on how to improve their selling approaches

Territory Consultant I

Nationwide Financial
06.2020 - 12.2020
  • Exceeded the required 50 calls to elevate my product knowledge and transition advisors to my Territory Manager
  • Analyzed our competitors in the fee-based annuity space to know where we win against their products
  • Showcased my drive by reaching out to higher level TCs weekly to learn the information needed for the promotion checklist

Sales and Marketing Intern

The Quantum Group
05.2019 - 08.2019
  • Demonstrated to financial advisors how indexed annuities can be a value-add to their brand and book of business
  • Reshaped Salesforce reports of lead information to create a seamless approach to prospecting based on territory, reducing lead research time by 25%
  • Launched blitz programs to send marketing mailers to introduce advisors to our products and why we excel past the competition

Education

Bachelor of Science - Marketing

Arizona State University
Tempe, AZ
05-2020

Skills

  • Sales process – Cold calling, creating active producers, relationship management, application writing
  • Marketing campaigns – Salesforce email blasts, literature campaigns across multiple mediums
  • Pipeline management – Utilizing CRM software to create working plans to call and email
  • Outside selling – Attended conferences and conducted on-site visits with financial advisors to drive engagement and business growth
  • Interpersonal communication – Becoming a trusted partner through relationship building
  • Sales Leadership – Led executive product demos at Axon and trained Nationwide’s TC1 on sales strategies and service solutions
  • MS Office - Proficient in Microsoft Office Suite, including Word, Excel and Powerpoint
  • Best Practices Implementation - Meticulously follows a fiduciary standard through the sales process

Certification

  • SIE
  • Series 6
  • Series 63
  • Arizona Life

Timeline

Sales Executive

Axon Enterprise Inc.
07.2024 - 08.2025

Senior Territory Consultant

Nationwide Financial
10.2021 - 06.2024

Territory Consultant II

Nationwide Financial
12.2020 - 09.2021

Territory Consultant I

Nationwide Financial
06.2020 - 12.2020

Sales and Marketing Intern

The Quantum Group
05.2019 - 08.2019

Bachelor of Science - Marketing

Arizona State University
Jordan Berry