Ryan West Sr
Norman,OK
Summary
Results-driven Sales Professional with forward-thinking approach centered on company success and competitive growth. Excellent with employee development, customer service and analytics skills coupled with more 11 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Vice President, Wealth Management Advisor
TerraWealth
02.2023 - Current
- Provided financial counseling and guidance to clients, helping them to make informed decisions and achieve long-term financial success
- Provided regular updates on the performance of investments and portfolios, allowing clients to make informed decisions
- Analyzed and evaluated a variety of investments, including stocks, bonds, and mutual funds, to develop optimized portfolios
- Conducted client meetings to review, develop and update clients' financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
Regioanl Vice President
PFS Investments
06.2014 - 02.2023
- Developed sales presentations to capture potential accounts
- Recommended solutions to clients based on needs to sell products
- Sought out and qualified new leads to build sales pipelines
- Managed schedule and priorities to achieve key targets and meet deadlines
- Networked to establish contact with business prospects
- Upsold products and services to satisfy customers and generate repeat business.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Increased company growth through collaboration with sales and marketing departments.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Initiated strategy to drive company growth and increase market share and profitability.
Regional Sales Manager
PFS Investments
11.2012 - 06.2014
- Trained sales team to develop superior strategies to manage value messages, structuring opportunities, pricing, and deal closures
- Coordinated sales meetings to discuss targets, marketing campaigns, and strategy improvements for deficient areas
- Promoted products and services with successful networking, partnership development, and industry events
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
- Generated detailed sales reports and forecasts to analyze performance and track progress.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Finalized sales contracts with high-value customers.
- Managed team 65 regional sales representatives and consistently achieved high sales targets.
- Executed successful marketing campaigns to generate new business and expand customer base.
- Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
- Managed accounts to retain existing relationships and grow share of business.
Education
Bachelors - Science
Oklahoma City University
City, Oklahoma05.2014
Associates - Science
Rose State College
2012
Skills
- Sales Forecasting
- Sales Presentation
- Public Speaking
- Staff Management
- Territory Management
- Cold Calling
- Sales Training
- Excellent People Skills
- B2B Sales and Customer Service
Additional Information
- Licenses , Series 6 Series 63 Series 26 Insurance License
Certification
Series 6
Series 63
Series 26
Life and Health licensed
Timeline
Vice President, Wealth Management Advisor
TerraWealth
02.2023 - Current
Regioanl Vice President
PFS Investments
06.2014 - 02.2023
Regional Sales Manager
PFS Investments
11.2012 - 06.2014
Bachelors - Science
Oklahoma City University
Associates - Science
Rose State College
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