KADE MCGILVRAY
Milwaukee
Summary
SaaS Account Executive with over three years of experience in business development and client relationship management. Passionate about cultivating enduring customer relationships through continued learning and collaboration.
Overview
4
4
years of professional experience
Work History
Account Executive
Quest CE
01.2024 - Current
- Lead full sales cycle for compliance solutions, securing $200,000+ in new revenue.
- Conduct weekly demos with C-suite and compliance leaders, enhancing client engagement.
- Utilize strategic sales techniques/outreach to address compliance challenges in financial sectors.
- Attend national compliance conferences to network with leaders from Broker-Dealers, Banks, Insurance Carriers, and RIAs.
- Created podcast/book club with sales team to further develop sales strategies and skills.
Consultant (Contract)
AprilAire
08.2023 - 12.2023
- Conducted market analysis for new territories, aiding strategic sales decisions.
- Guided teams on radon products, enhancing customer satisfaction.
- Managed steam humidifier recall, ensuring safety compliance.
Supervising Agent
American Income Life
08.2022 - 07.2023
- Promoted to Supervising Agent, recognized with multiple performance awards
- Led recruitment and training of insurance agents, enhancing team productivity and skill sets
- Facilitated licensing for new agents, ensuring compliance and seamless onboarding
- Conducted goal-oriented team meetings, monitoring performance metrics for continual improvement
Agent
American Income Life
04.2022 - 07.2023
- Educated clients on insurance policies, enhancing understanding and satisfaction
- Conducted underwriting and collected premiums, ensuring accurate policy management
- Modified policies to meet client needs, contributing to high retention rates
National Business Development Specialist
AprilAire
09.2021 - 08.2022
- Drove business development for new Radon product line, boosting market presence
- Collaborated with state officials to align product strategy with regulations across 50 states
- Delivered educational presentations to dealers, enhancing product knowledge and sales
Education
Finance - Spanish
University of Wisconsin-La Crosse
La Crosse, WI05.2019
Skills
- Business Development
- Client Relationship Management
- B2B
- CRM Software
- FinTech
- Sandler Selling System
Timeline
Account Executive
Quest CE
01.2024 - Current
Consultant (Contract)
AprilAire
08.2023 - 12.2023
Supervising Agent
American Income Life
08.2022 - 07.2023
Agent
American Income Life
04.2022 - 07.2023
National Business Development Specialist
AprilAire
09.2021 - 08.2022
Finance - Spanish
University of Wisconsin-La Crosse
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