Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Ryan Edick

Aurora,CO

Summary

Proactive business development manager with expertise in developing, implementing and strengthening marketing plans. Offers analytical, proactive approach to revamping strategies to meet changing needs. Talent for directing creative efforts and brand engagement combined with history of surpassing objectives.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Wealth Management Sales Development Manager (Business Development)

College for Financial Planning
03.2015 - Current
  • Developed a high-performing sales team through targeted coaching, training, and performance evaluations.
  • Increased sales revenue by implementing strategic growth initiatives and fostering strong client relationships.
  • Leads business development team members with the goal of professional and personal success and upward movement
  • Team members consistently exceed KPI’s

Enrollment Manager

University of Phoenix
01.2010 - 02.2015
  • Developed training and professional improvement plans for a team of 12 enrollment advisors
  • Responsible for screening, recruiting, onboarding and retaining enrollment staff
  • Managed a competitive team with a completely new staff
  • We exceeded goals averaging 152% per month
  • Executed mediation and conflict resolution techniques with both customers and staff while maintaining a positive and productive culture.
  • Increased student retention rates through targeted outreach programs and academic support initiatives.

Enrollment Advisor

University of Phoenix
11.2007 - 01.2010
  • Responsible for recruiting and retaining new students
  • Consistent top performer
  • Top5 in the region every year
  • Responsible for business development in the Chicagoland area
  • Top lead generator
  • Highest lead conversion
  • Military Liaison for Great Lakes Naval Base and Army National Guard posts
  • As a team lead, was responsible for leading team meetings and peer to peer coaching of new and veteran advisors on a team of 12 advisors.

Sales Representative

TruGreen Landcare
04.2006 - 10.2007
  • Rookie of the year 2007, with 212% sales goals
  • Responsible for inside and outside sales, prospecting for new clients while maintaining strong customer relationships and retention
  • Train and develop new and veteran staff.
  • Expanded customer base through cold calling, networking, and relationship building.

Education

Financial Paraplanner Qualified Professional

The College For Financial Planning
Centennial, CO
11.2015

MBA - Global Studies

University of Phoenix
Chicago, IL
01.2010

Bachelor of Science - Business Management

University of Phoenix
Chicago, IL
01.2008

Skills

  • Campaign Development
  • Trend Analysis
  • Account Servicing
  • Sales Team Training
  • Sales Presentations
  • Customer Acquisition
  • Sales Pipeline Management
  • Customer Engagement
  • CRM Proficiency
  • Team Management
  • Data analysis
  • Sales forecasting

Accomplishments


  • Selected to Lobby Congress on Capitol Hill in June 2023 on Financial Literacy Initiatives
  • Quarterly deal of the year winner 3 times in 2023
  • Exceeded sales goals year as manager of the team

Certification

FPQP

Timeline

Wealth Management Sales Development Manager (Business Development)

College for Financial Planning
03.2015 - Current

Enrollment Manager

University of Phoenix
01.2010 - 02.2015

Enrollment Advisor

University of Phoenix
11.2007 - 01.2010

Sales Representative

TruGreen Landcare
04.2006 - 10.2007

Financial Paraplanner Qualified Professional

The College For Financial Planning

MBA - Global Studies

University of Phoenix

Bachelor of Science - Business Management

University of Phoenix

FPQP

Ryan Edick