Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

RILEY RUSSELL

Birmingham

Summary

Personable and driven professional with a proven talent for cultivating strong client relationships and maintaining a positive demeanor. Possesses a solid foundation in sales strategies and client management, complemented by exceptional communication and organizational skills. Committed to delivering impactful results through effective interpersonal skills and meticulous attention to detail. Energetic and adaptable, with a natural ability to connect with people and understand their needs, dedicated to driving revenue and ensuring long-term client satisfaction through tailored solutions and proactive problem-solving.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Account Executive

Goosehead Insurance
10.2024 - Current
  • Partnered with mortgage lenders, realtors, and referral partners to expedite the insurance process for homebuyers.
  • Managed renewal processes, ensuring timely communication and documentation with clients.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Drove successful product launches, coordinating with marketing and product development teams to ensure alignment with customer needs.
  • Generated $275,475 in new business premium since October 2024, achieving $374,526 in total premium.
  • Analyzed client needs to recommend appropriate insurance products and solutions.
  • Collaborated with cross-functional teams to streamline policy issuance processes.
  • Developed and maintained strong client relationships to ensure satisfaction and retention.

Remote Banker; Teammate Banker

Cadence Bank
08.2023 - 10.2024
  • Proactively built and maintained relationships, resulting in over half a million in new and existing money for Cadence Bank accounts, contributing to business growth and client satisfaction.
  • Achieved a 40% growth in teammate banking branch client portfolio in just 3 months by providing outstanding customer service and executing successful sales initiatives.
  • Helped grow the branch in deposits, savings, and loans that ranked in the top 3% of all branches in the bank.
  • Sold and created products that brought in over $4.2 million in new money to Cadence Bank within the first 4 months.
  • Achieved a personal loan portfolio of $1.3 million within the first two months and helped grow the overall branch portfolio to $3.6 million in loans.
  • Assisted clients in account management, providing tailored solutions to meet financial needs.

Education

Bachelor of Science - Business Administration, Finance Major

Samford University
Birmingham, AL
05.2023

Skills

  • B2B sales and lead generation
  • Pipeline management and closing strategies
  • Referral partner development
  • Client retention and relationship management
  • Trusted advisor approach
  • Insurance solutions and financial advising
  • Risk assessment and portfolio growth
  • Data analytics and performance tracking
  • KPI analysis and premium performance monitoring
  • Market comparisons and sales forecasting
  • Trend analysis and communication skills
  • Negotiation and presentation skills
  • Client education and time management
  • Problem-solving and technical proficiency
  • Microsoft Office Suite and applications
  • Power BI, Tableau, R Studio, SQL databases, CRM platforms
  • Account management

Accomplishments

  • Recognized as a Top 3 Rookie Producer for Goosehead Insurance in Alabama (2025)
  • Ranked Top 12 in overall new business volume among all Goosehead agents statewide (2025)
  • Consistently ranked in the Top 10 each month for total premium sold in Alabama

Certification

  • Property & Casualty License – AL & MS
  • Sales Management – Hubspot Academy

Timeline

Account Executive

Goosehead Insurance
10.2024 - Current

Remote Banker; Teammate Banker

Cadence Bank
08.2023 - 10.2024

Bachelor of Science - Business Administration, Finance Major

Samford University

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