Ricky Nelson
Lehi
Summary
Ricky Nelson is a dynamic sales leader and accomplished mortgage loan officer with over 15 years of experience in high-stakes B2C sales. He has a proven history of excelling in the home mortgage industry, consistently closing 20-30 loans per month, a volume that significantly surpasses the industry average. As a leader, Ricky excels at coaching and mentoring sales professionals, driving team performance and exceeding revenue targets by transforming high-value leads into loyal clients. His expertise lies in navigating the entire sales cycle with efficiency and building the trust necessary for high-ticket sales.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Agent
R. Hartvigsen Insurance, a Farmers Insurance Agency
03.2025 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Successfully cold-called and converted dozens of leads into long-term clients through effective needs-based selling and product knowledge.
Mortgage Loan Officer
Low VA Rates
09.2013 - 03.2025
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Mortgage Loan Officer
Flagship Financial Group
03.2012 - 09.2013
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Team Leader Manager
Prosper
01.2011 - 03.2012
- Proven Sales Performance: Directed a team of business consultants in a full-cycle B2C sales process, consistently achieving and exceeding weekly quota targets for educational programs in real estate, stock market, and internet-based businesses.
- Leadership & Team Development: Managed and developed a team of sales associates, providing hands-on training and mentorship to ensure each member met and surpassed their individual weekly quotas.
- Training & Scalability: Designed and led multiple "floor trainings" for the entire outbound sales organization of roughly 30-40 sales reps, improving company-wide sales techniques, product knowledge, and overall performance.
- High-Ticket & Consultative Sales: Expertise in leading a team selling high-value, intangible products, requiring a consultative sales approach focused on building trust and demonstrating long-term value to clients.
Sales Closer
Prosper
11.2006 - 01.2011
- Elite Sales Performance: Consistently closed high-value, B2C deals for intangible coaching solutions, with an average transaction value in the tens of thousands of dollars, demonstrating top-tier individual contributor skills.
- Leadership and Mentorship: Served as a lead closer and mentor, providing live call coaching and post-call recommendations to junior consultants to improve their deal-setting and probing capabilities.
- High-Stakes Relationship Building: Excelled in a fast-paced sales cycle, rapidly building trust and rapport with customers to secure high-ticket purchases in a timeframe ranging from hours to a few weeks.
- Strategic Deal Management: Leveraged a deep understanding of the sales funnel to assist junior consultants in structuring and preparing deals, ensuring a smooth handoff and a high probability of closing.
Junior Sales Consultant
Prosper
01.2006 - 11.2006
- Lead Qualification & Nurturing: Proactively cold-called and qualified hundreds of leads to assess their fit and interest in high-value educational programs, successfully transitioning qualified prospects to senior closers.
- Consultative Sales & Rapport Building: Skillfully engaged potential B2C customers in the initial stages of the sales cycle, building rapid rapport and excitement around intangible coaching solutions to streamline the closing process.
- Sales Pipeline Management: Executed the critical front-end of the sales funnel, managing a pipeline of leads and ensuring a consistent flow of high-quality prospects for the closing team to meet and exceed company revenue goals.
Education
High School Diploma -
Hunter High School
West Valley City, UT01-2004
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Upselling
Accomplishments
Nationally ranked Top Originator. Made the “Most Loans Closed” list on the Scotsman Guide, multiple years in a row.
Certification
- Licensed Mortgage Loan Officer
- Licensed Insurance Agent (life, health, property and casualty)
Timeline
Insurance Agent
R. Hartvigsen Insurance, a Farmers Insurance Agency
03.2025 - Current
Mortgage Loan Officer
Low VA Rates
09.2013 - 03.2025
Mortgage Loan Officer
Flagship Financial Group
03.2012 - 09.2013
Team Leader Manager
Prosper
01.2011 - 03.2012
Sales Closer
Prosper
11.2006 - 01.2011
Junior Sales Consultant
Prosper
01.2006 - 11.2006
High School Diploma -
Hunter High School
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