Clayton Krickbaum
Sales
San Diego,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively and quickly mastering new skills.
An unsurpassed level of drive and ambition aiming to push company and department sales goals and profitability.
Overview
25
25
years of professional experience
Work History
Internal Sales Partner
OneAmerica Financial
San Diego , CA
2017.03 - Current
- Maintain and build long lasting relationships with agents and advisors.
- Education of agents and fellow internal associates on Asset Care and Annuity Care products.
- Work closely with partners within Sales team but also with teams across different departments and divisions within the company.
- Online zoom and video conferencing and trainings with agents and marketing organizations.
Life Agent
AIG Direct
SAN DIEGO , CA
03.2017 - 03.2018
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
- Educated clients on insurance policies and procedures.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Financial Solutions Advisor
Merrill Lynch/Bank Of America
Mountain View , CA
03.2012 - 11.2015
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Helped clients make informed decisions about financial future.
Skills
- Partnership Sales
- High-Level Sales Proficiency
- Account Development
- Upselling Strategies
- Territory Management
- Brand Awareness
- Social Media Marketing
- Sales Presentations
- Consultative Selling
- Building Rapport
- Customer Relationship Building
- CRM: Salesforce
Accomplishments
- Awarded “Internal Sales Partner of month award" in multiple times in 2023
- Awarded "Quarterly Internal Sales Partner 2024"
- Awarded Annual Mentor of Year Award - 2023
- Achieved top territory performance 2023
Websites
Education
Bachelor of Science - Accounting
California State University - San Marcos
San Marcos, CATimeline
Internal Sales Partner
OneAmerica Financial
2017.03 - Current
Life Agent
AIG Direct
03.2017 - 03.2018
Financial Solutions Advisor
Merrill Lynch/Bank Of America
03.2012 - 11.2015
Bachelor of Science - Accounting
California State University - San Marcos
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