Hi, I’m
Kelly Fox
Business Development
Centennial,Colorado
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Summary
Established sales professional gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
20
years of professional experience
Work History
Mployer Advisor
Account Executive
10.2021 - Current
Job overview
- Sell directly to B2B insurance brokers, national accounts and executives using an aggregator business model.
- Host virtual live presentations of benefit broker-centric solutions. Responsible for all sales functions from prospecting, contracts, and closing.
- Exceeded goal within the first year of employment.
- Creatively forms systems and sales processes to adapt to the changing solutions and objectives the company launches.
- Won the largest national contract the company has acquired to date.
Kitchen Traffic
CEO & Co-Founder
09.2019 - 07.2020
Job overview
- Directed, managed, and led a small team to educate and consult individuals and companies on customer experience, storytelling, and customer lifetime value.
- Consulted clients on mindset, overwhelm, and organizational skills.
- Delivered communication and education to entrepreneurs and small businesses through videos, social media, course creation, webinars, and podcasts.
- Created interactive worksheets and content for videos, social media, webinars, and presentations.
Elysian Capital Holdings, LLC
Director of Social Media & Communications
11.2014 - 08.2019
Job overview
- Developed social media campaigns, communication, and press releases.
- Worked with strategic partners to help market solutions and conduct due diligence.
- Created marketing plans, conducted demographic research, and project management for start-ups and affiliates.
- Business development and relationship building with influencers, start-ups, family offices, and thought leaders.
- Procured, scheduled, and posted all social media and communications within compliance guidelines.
Vertical Capital Markets Group
Vice President, Business Development Officer
06.2013 - 08.2014
Job overview
- Led business development and national accounts for a boutique fund family
- Negotiated selling agreements, sponsorships, and hard marketing costs
- Pioneered and sold a new idea (mortgage-backed interval fund) to the financial services market in person, at conferences, and on webinars.
- Built relationships and conducted due diligence with broker-dealers, RIA's, family offices, and clearing firms
- Established the CRM, strategic partner sales reporting, productivity tracking, and lead generation.
Transamerica Capital, Inc.
Vice President, Business Development Manager
04.2011 - 06.2013
Job overview
- Developed sales through leads, speaking engagements, webinars, and conferences.
- Proposed ideas to increase sales with key account relationships negotiated hard cost sponsor agreements, and revenue sharing.
- Revolutionized sales efforts by providing webinars and speaking engagements which resulted in sales growth from zero to over $300 Million in variable annuity sales.
- Over 7,000 financial advisors attended my webinar based training initiative from 2009-2013.
- Speaking engagements included social security, women & investing, medicare, and economic updates.
Transamerica Capital, Inc.
Assistant Vice President, Regional Sales
05.2009 - 04.2011
Job overview
- Devised, implemented, and developed sales leads and relationships with broker-dealers.
- Initiated and developed webinar based training to educate financial advisors on variable annuity solutions, sales programs, and sub-account education.
- Efforts focused on missed sales opportunities with existing relationships resulted in increased sales.
- Developed and provided value-add presentations to both small and large groups of financial advisors across the country.
Transamerica Capital, Inc.
Assistant Vice President, Sales Desk Manager
05.2008 - 05.2009
Job overview
- Led a team of ten and developed a new internal wholesaling team focused on selling investment solutions to the independent financial advisor space.
- Developed reports and financial sheets for annual budgets and senior leadership goals.
- Hired, coached, sales process development, product knowledge training and presentations.
- Team was consistently recognized for achieving top activity and sales.
Transamerica Capital, Inc.
Senior Internal Wholesaler
03.2006 - 05.2008
Job overview
- Responsible for growing and establishing successful relationships with financial advisors through driving sales, discovering and developing leads, and growing existing relationships.
- Led the team in productivity and sales opportunities identified and closed.
- Honored with Internal Wholesaler of the Year 2007.
Education
University of Colorado DenverDenver
Bachelor of Science from Business Administration
05.2005
Skills
- Lead Generation
- Customer Presentations
- Business Development and Planning
- Account Management
- Sales Expertise
- Customer Relationships
- Business Growth Opportunities
- Product and Service Sales
- Negotiation and Persuasion
- Research and Analysis
- Sales Management
- Consulting
- Prospecting and Cold Calling
- Client Campaigns
- Sales Strategies Implementation
- Strategic Selling
- Goals and Performance
- Verbal and Written Communication
- Client Relationship-Building
- Business Service Management
- Account Oversight
- Personnel Accountability
- Interpersonal Skills
- Sales Quota Achievement
- Strong Relationships
- Account Relations
- Executive Leadership
- Strong Presentation Skills
- Serve Customers
- New Business Identification
- Expanding Territories
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Executive
Mployer Advisor
10.2021 - Current
CEO & Co-Founder
Kitchen Traffic
09.2019 - 07.2020
Director of Social Media & Communications
Elysian Capital Holdings, LLC
11.2014 - 08.2019
Vice President, Business Development Officer
Vertical Capital Markets Group
06.2013 - 08.2014
Vice President, Business Development Manager
Transamerica Capital, Inc.
04.2011 - 06.2013
Assistant Vice President, Regional Sales
Transamerica Capital, Inc.
05.2009 - 04.2011
Assistant Vice President, Sales Desk Manager
Transamerica Capital, Inc.
05.2008 - 05.2009
Senior Internal Wholesaler
Transamerica Capital, Inc.
03.2006 - 05.2008
University of Colorado Denver
Bachelor of Science from Business Administration
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