Nicholas Dawson
Playa Vista,CA
Summary
Dynamic sales professional who began as a Seasonal Advisor at Tesla and advanced to Senior Sales Advisor V within three years. Consistently ranked among the top five in a competitive regional market for orders and deliveries, and recognized as one of the top 30 out of more than 1,000 North American Sales Advisors for influenced orders in Q1 2024. Later transitioned into the alternative financing sector as a Commercial Finance Specialist at BizFi Solution, facilitating business loans between partnered lenders and business owners. Currently serving as a partnered agent and representative with Northwestern Mutual, supporting a financial planning team and delivering tailored solutions while maintaining a strong focus on client relationships and service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Manhattan Beach, CA
11.2025 - Current
- Developed customized comprehensive financial plans to address client needs and goals by identifying where they are now, where they want to go and the solutions to help take them there.
- Educated clients on insurance products such as life, disability and long term care insurance, retirement planning, and wealth management and investment strategies.
- Nurtured new business leads through targeted outreach in a cold and warm market, cultivating a robust pipeline of prospective clients.
- Maintained comprehensive client records using CRM software for effective relationship management with joint work partners.
Commercial Finance Specialist
BizFi Solution
Remote
01.2025 - 11.2025
- Specialized in phone-based B2B sales, conducting high-volume cold calling (200+ call per day) to small and mid-sized business owners across diverse industries.
- Assessed client financial needs and offer tailored alternative financing solutions, including Merchant Cash Advances, lines of credit, term loans and equipment financing.
- Managed the full sales cycle from lead generation and qualification to deal structuring, underwriting coordination, and funding.
- Educated clients on the benefits and risks of alternative funding options, providing transparent and consultative financial guidance.
- Stayed up to date with industry trends, underwriting criteria, and compliance standards to ensure informed client interactions and quality funding matches.
Senior Sales Advisor
Tesla
Sacramento, CA
03.2021 - 04.2024
- Built and managed a healthy sales pipeline using a CRM of 50+ ordered clients and 100+ prospects by collecting client contact information, scheduling test drives, and recommending optimal solutions.
- Actively contributed to the operation’s sales and delivery targets by achieving and exceeding individual Sales and KPI targets such as 15 orders, 40 test drives, and 50 leads per week.
- Excited, engaged, and educated prospective customers and current owners about Tesla products through calls, emails, texts, and coordinating outbound events.
- Provided the highest level of customer service throughout the entire sales and delivery cycle and continued support throughout ownership.
- Set expectations for prospects regarding the registration, trade-in, financing, and payment process directly through Tesla or a third party.
- Educated new clients by conducting a comprehensive vehicle orientation tailored to the individuals needs and comfort level.
- Maintained current knowledge of applicable sales and product changes to provide the best possible service for all client needs.
Server Assistant
Sutter Street Steakhouse
Folsom, CA
02.2016 - 08.2018
- Assisted staff with timely food delivery and guest requests.
- Provided attentive service and assess guest needs.
- Improved customer satisfaction by answering guests' questions and resolving issues.
Education
Associate of Engineering - Engineering (Pre-Engineering)
American River College
Sacramento, CA12.2020
High School Diploma - undefined
Vista Del Lago High School
Folsom, CA12.2015
Skills
- Technology sales
- Product Demonstrations
- Lead generation
- B2B sales
- Retail sales
- Financial sales
- Outbound calling
- Customer relationship management
- Account management
- Business development
Certification
Driver's License
Timeline
Financial Representative
Northwestern Mutual
11.2025 - Current
Commercial Finance Specialist
BizFi Solution
01.2025 - 11.2025
Senior Sales Advisor
Tesla
03.2021 - 04.2024
Server Assistant
Sutter Street Steakhouse
02.2016 - 08.2018
High School Diploma - undefined
Vista Del Lago High School
Associate of Engineering - Engineering (Pre-Engineering)
American River College