Nicholas Carson
Johns Island,SC
Summary
Motivated, results-driven professional with 22+ years of experience in the business and marketing environments, with skills, training and experience which can be utilized toward performing highly successful sales projects while driving consistent growth. Possesses strong business operations, customer service, financial sales and communication skills. Proficient in working both independently and within team and leadership roles. Firm understanding in economics, financial and insurance industry-related activities.
Knowledgeable sales professional with proven track record in driving sales growth and enhancing customer relationships. Demonstrated success in executing strategic sales initiatives and fostering client loyalty. Utilized negotiation and communication skills to close deals and build lasting partnerships.
Overview
23
23
years of professional experience
1
1
Certification
Work History
National Sales Executive
ASF Global
04.2023 - Current
- #1 in sales first year
- #1 in container shipments
- I work in imports, exports, inland and air freight
Owner
C&C Insurance Group
Charleston, SC
01.2022 - 04.2023
- Run the day-to-day operations and sales at C&C Insurance group
- Negotiate all company’s contracts and train all employees on sales and systems
- Accountable for marketing, strategic planning and growth strategies
Managing Director of Operations
McKenna Agency
Charleston, SC
07.2017 - 01.2022
- Took the leadership role in the agency and managed 29 associates in six locations
- Accountable for marketing, strategic planning, AMS system, HR and growth strategies
- Oversaw compliance and auditing of agency’s entire book of business
- Trained new hires and obtained new contracts for the agency
Relationship Banker
Bank of America
Charleston, SC
07.2016 - 07.2017
- Opened personal and business checking accounts, savings accounts and credit cards
- Cross-sold clients on different products to help their financial strength
- Ranked #1 in sales in the territory
- Relayed clients to our Merrill rep for investing and mortgage department for loans
State Farm Agent
Nick Carson State Farm
Lewisburg, WV
09.2012 - 07.2016
- Researched and completed daily insurance and financial reviews – effectively working to fulfill client insurance and financial requirements
- Skillfully planned and implemented successful business marketing, promotional and advertising plans
Sales and Marketing Manager
Hallason Insurance Services, Inc.
Lewisburg, WV
05.2003 - 08.2012
- Oversaw and directed a wide range of sales and marketing operations to increase business – resulting in doubling company annual premium in life insurance sales and writing $35 million worth of life policies in 2006
- Established and managed a huge company territory throughout West Virginia and Virginia
- Developed and delivered product / service presentations to prospective clients and health fairs
- Devised and implemented an aggressive advertising campaign for the territory – driving business growth
Operations Manager/Stock Broker
Montecito Advisors, Inc.
Lewisburg, WV
06.2008 - 07.2012
- Ensured clients received exceptional operational support and trade executions on a consistent basis
- Prospected and reached out to prospective clients, offering retirement and financial planning services
- Accurately processed daily trades, and ensured all accounts were correct by day’s end
- Reviewed and assured compliance for five offices nationwide
Education
Bachelor of Science - Business Administration
The Citadel, The Military College of South Carolina
Charleston, SC01-2003
Skills
- B2B Sales Processes
- Territory Sales Management
- Business Development
- Relationship Building
- Customer Service
- Sales Prospecting
- Financial Product Sales
- Insurance Sales
- Account Management
Certification
- Property and Casualty License
- Life and Health License
- Mortgage License
- Series 7
- Series 63
Timeline
National Sales Executive
ASF Global
04.2023 - Current
Owner
C&C Insurance Group
01.2022 - 04.2023
Managing Director of Operations
McKenna Agency
07.2017 - 01.2022
Relationship Banker
Bank of America
07.2016 - 07.2017
State Farm Agent
Nick Carson State Farm
09.2012 - 07.2016
Operations Manager/Stock Broker
Montecito Advisors, Inc.
06.2008 - 07.2012
Sales and Marketing Manager
Hallason Insurance Services, Inc.
05.2003 - 08.2012
Bachelor of Science - Business Administration
The Citadel, The Military College of South Carolina