SAM CAUDLE
Osage Beach,Missouri
Summary
Consistently acquiring new accounts and increasing sales through persuasive communication skills and customer service excellence.
Overview
14
14
years of professional experience
Work History
Sales Development Associate
SelectQuote
10.2024 - Current
- Engaged potential clients through targeted outreach and personalized communication strategies.
- Collaborated with sales teams to streamline lead generation processes and enhance conversion rates.
- Utilized CRM systems to track interactions, manage leads, and optimize follow-up efforts.
- Established rapport with prospective clients through targeted outreach campaigns that highlighted key value propositions.
- Achieved and exceeded monthly and annual sales targets.
LOAN SPECIALIST
Autopay
Denver, CO
01.2023 - 10.2024
- Managed and enhanced productive pipeline to acquire and develop new customer accounts and drove loan product sales through relationship-building and rapport to help customers navigate through loan refinance from start to finish.
- Sold, closed, and funded 23 loans in 1 month by ensuring superb customer service and quick resolution of service performance issues while handling 60+ inbound and outbound calls per day.
- Promoted upselling of additional products on loans (Gap, Warranty, etc.) by utilizing extensive knowledge of lenders’ terms and guidelines to manage expectations and overcome objections.
- Entered account, contact, opportunity, and activity information in LOS and analyzed Credit Bureau review data to determine clients’ creditworthiness; tracked loan progress and notified consumers on loan refinance status and approvals to close the sale.
- Drove number of funded loans 15% by introducing a comprehensive checklist with various stipulations required by lenders.
- Created an online appointment book to schedule calls with clients to promptly follow up on requests (achieved 90% of timely inquiries processing).
BUSINESS DEVELOPMENT REP
01.2021 - 01.2023
- Led business development and exceeded daily and monthly phone-to-application ratio targets through customer outreach and assistance with auto financing via diverse communication means.
- Established rapport to ask questions to assess needs, facilitate loan applications, and proactively address customers’ objections.
- Increased number of approved applications by searching through returned applications to convert into completions; analyzed applications to identify errors/mistakes to correct and resubmit.
- Gathered customers’ information and filed for loan approval providing expert level of data entry with close attention to detail (processed 100+ combined inbound and outbound calls daily).
- Complied with company policies and scripts to facilitate quality assurance and ensure a high level of customer satisfaction.
OUTSIDE SALES REPRESENTATIVE
Lincare
Jefferson City, Missouri
01.2020 - 01.2021
- Nurtured and maintained relationships with hospital/clinic representatives, physicians, and nurses in the area to present company products and drive sales.
- Developed certified expert knowledge of medical terminology, latest industry trends, and products for respiratory therapy to market solutions, deliver persuasive sales presentations, and close deals.
- Acquired professional referrals to reach out to patients and go over programs and devices they qualified for as well as insurance coverage while following Medicaid and Medicare Guidelines.
- Beat Covid-19 restrictions on in-person meetings with physicians by introducing a phone/fax/email plan to keep in touch and setting up Zoom luncheons to meet with clients and grow business.
- Utilized CRM software to track prospecting and sales activities.
ASSISTANT MANAGER
FFO Home
Jefferson City, Missouri
01.2012 - 01.2020
- Leveraged superb sales and leadership skills to manage store daily operations and improved team performance to ensure meeting and exceeding yearly sales quotas while optimizing inventory control/inventory management.
- Drove revenue growth by utilizing consultative selling techniques and strong product knowledge to present value and overcome customer objections.
- Kept up to date with financing options for customers to evaluate and submit applications to lenders by finalizing loan documents to facilitate approval.
- Led teams of 7+ with focus on prospecting and recruiting qualified sales associates, and created steady talent pipeline (2 - 4 interviews per month) to ensure sufficient staffing.
- Brought in additional income by building relationships with third-party repair companies to offer customers furniture repair services; acted as liaison, scheduled repairs, ordered parts, and helped get warrantied repairs to increase customer satisfaction.
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, MS Teams)
- Google Suite
- Salesforce/CRM
- Telephone and email etiquette
- Customer assistance
- Customer support
Accomplishments
- Recognized as Top Ten Salesperson for gross revenue (2016) and Assistant Manager of The Year (2018).
- Became top 5 performer for submitted/approved applications and maintained 70%+ of Application Created to Loan Approval rate.
- Set territory’s records for the highest number of products sold monthly and daily, and doubled product lines.
- Tapped into extensive team leadership experience to train on selling skills and improve overall performance.
Timeline
Sales Development Associate
SelectQuote
10.2024 - Current
LOAN SPECIALIST
Autopay
01.2023 - 10.2024
BUSINESS DEVELOPMENT REP
01.2021 - 01.2023
OUTSIDE SALES REPRESENTATIVE
Lincare
01.2020 - 01.2021
ASSISTANT MANAGER
FFO Home
01.2012 - 01.2020