Max Bell
Somers Point
Summary
Curious and results-driven sales professional that focuses on understanding the prospects' strategic initiatives and becoming a trusted advisor to them throughout the sales process. Proven ability to identify customer needs, streamline processes, and exceed revenue targets in 3+ years of B2B sales. Ready to pivot into the next stage of my career and make an immediate impact by driving strategic change.
Overview
7
7
years of professional experience
Work History
Senior Account Executive
FiscalNote
Washington
04.2022 - Current
- Generated +3.1M in revenue in new business over 3 years as an individual contributer with $1M closed in 2023
- Developed a territory plan, generated new business pipeline in collaboration with SDR, monitored pipeline coverage and managed a 30-90 day full sales cycle from opportunity creation to close
- Achieved 101% of 2024 quota in first full year on Enterprise Sales Team
- Achieved 134% of 2023 quota in first full year on Mid-Market Sales Team
- 2023 President's Club(#1 Performer in Line of Business)
- Mentored and developed three new Account Executives, ensuring their retention and success to the business
Internal Wholesaler
Lincoln Financial Group
Radnor
10.2017 - 04.2022
- Oversaw the distribution of MoneyGuard related sales in all direct channels in the states of Florida, Tennessee, Kentucky & Alabama
- Support the entire sales process from start to finish including high frequency prospecting, sales campaigns, product quotes, advisor training calls, client conference calls, WebEx sales presentations, and managing the sales pipeline
- Maintained existing relationships with current producers while consistently prospecting for new viable producers - prioritizing a repeatable process for overall customer satisfaction
- Finished 2021 top 7 in overall product sales with over $35 million in paid business across two territories
- Recipient of 2020 Breakout Team of the Year Award
Education
Bachelor of Science - Economics
University of Delaware
Newark, DE05.2017
Skills
- Client Relationship Management
- Strategic Thinking and Planning
- Problem Solving and Solution Design
- Communication and Presentation Skills
- Business Development and Lead Generation
- Time Management and Prioritization
- Adaptability
Timeline
Senior Account Executive
FiscalNote
04.2022 - Current
Internal Wholesaler
Lincoln Financial Group
10.2017 - 04.2022
Bachelor of Science - Economics
University of Delaware
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