Nicole Hillebrandt
Los Angeles,CA
Summary
Proven inside sales professional with extensive experience in onboarding clients and executing IRA rollovers. Skilled in ensuring compliance through effective coordination with custodians. Known for a consultative approach and strong client service, consistently meeting performance goals in fast-paced environments. Adaptable and goal-driven, with a focus on aligning product offerings with client needs.
Overview
16
16
years of professional experience
Work History
IRA Processing & Sales Specialist – Alternative Investments
Orion Metal Exchange / Priority Gold
Los Angeles, CA
03.2024 - 03.2025
- Processed and closed multiple self-directed IRAs (totaling approximately $500,000 in August 2024) primarily with Equity Trust and STRATA Trust Company.
- Coordinated with custodians to liquidate funds, complete IRA applications, and ensure timely account funding.
- Managed the entire rollover process—from client education and document preparation to execution and follow-up.
- Created and maintained a client and prospect database; ensured records and transactions met compliance standards.
- Supported liquidation and distribution requests with accuracy and attention to compliance procedures.
- Upsold IRA's for larger amounts than anticipated by uncovering additional retirement assets, not included in original disclosure.
Senior Account Representative
Rosland Capital
Los Angeles, CA
03.2020 - 06.2023
- Promoted to Senior Account Representative for consistent quota achievement, generating approximately $400,000 annually in revenue (2021–2022).
- Educated clients on market conditions, portfolio diversification, and the benefits of precious metals within IRAs.
- Executed retirement rollovers, ensuring smooth transfers and client satisfaction during volatile market periods.
- Provided high-touch client service including documentation, funding follow-up, and shipment coordination.
- Adapted quickly to remote systems and workflows during COVID-19, mastering proprietary sales software independently.
Inside Sales Representative
Life Alert
Encino, CA
05.2018 - 05.2019
- Conducted 100+ outbound and inbound calls daily to convert inquiries into customers.
- Consulted with clients on service packages, tailoring protection plans to meet their needs.
Manager, Client & Talent Relations
Pathfinders Health Search
Los Angeles, CA
10.2016 - 05.2018
- Managed B2B and B2C recruitment operations, including sourcing, interviewing, and offer negotiations.
- Cold-called hospitals and healthcare facilities to establish new business partnerships.
Senior Account Executive
Goldline, Inc.
Los Angeles, CA
05.2009 - 09.2016
- Promoted from Account Executive to Senior for achieving top-tier sales results among 180 representatives.
- Guided clients through diversification strategies and ethical investment practices in precious metals.
- Maintained compliance with industry regulations and company policies in a highly scrutinized sales environment.
Education
Bachelor of Arts - History
San Diego State University
San Diego, CA06-1998
Skills
- CRM; Hubspot; Slack; Salesforce; Velocify
- Customer relations
- Relationship building
- Time management
- Flexible and adaptable
- Written communication
- Type 55 WPM
- Recruiting full-cycle
Timeline
IRA Processing & Sales Specialist – Alternative Investments
Orion Metal Exchange / Priority Gold
03.2024 - 03.2025
Senior Account Representative
Rosland Capital
03.2020 - 06.2023
Inside Sales Representative
Life Alert
05.2018 - 05.2019
Manager, Client & Talent Relations
Pathfinders Health Search
10.2016 - 05.2018
Senior Account Executive
Goldline, Inc.
05.2009 - 09.2016
Bachelor of Arts - History
San Diego State University