Rachel Elison
Charlotte,NC
Summary
Results-driven Senior District Manager recognized for consistently exceeding performance targets and driving significant pipeline growth. Expertise in cultivating strategic relationships and enhancing referral networks through effective outreach and teamwork. Demonstrated success in leading initiatives that strengthen partnerships and improve overall business performance.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Senior District Manager
ADP
Charlotte, NC
01.2023 - Current
- Achieved 146% of quota, earning President's Club recognition in FY25 and maintaining 100% quota in FY24.
- Cultivated partnerships with CPAs, accountants, and bankers to enhance referral networks.
- Collaborated with over 10 internal partners to deliver customized solutions for clients.
- Drove pipeline growth by engaging with 15 new businesses weekly, averaging two new client acquisitions.
- Obtained retirement plan licenses (SIE, Series 6, Series 63) while managing full sales territory.
Sales Professional
Tom James
Charlotte, NC
08.2022 - 12.2022
- Developed book of business through strategic prospecting and cold calling efforts.
- Prospected over 50 professionals daily utilizing networking, social selling, and foot prospecting techniques.
- Executed outreach to more than 85 new prospects each day using a structured seven-step tracking process.
- Conducted over five sales meetings weekly with prospective clients to present and sell products.
Education
Bachelor of Science - Finance And Marketing
University of South Carolina
Columbia, South Carolina, SC05-2022
Skills
- Relationship management
- Strategic outreach
- Communication effectiveness
- Collaborative teamwork
- Sales pipeline oversight
- Networking techniques
- Key account development
- Leadership capabilities
- Partnership cultivation
- Data analytics
- MS Office expertise
- Active listening skills
Certification
Securities Industry Essentials (SIE)
Timeline
Senior District Manager
ADP
01.2023 - Current
Sales Professional
Tom James
08.2022 - 12.2022
Bachelor of Science - Finance And Marketing
University of South Carolina