Summary
Overview
Work History
Education
Skills
Accomplishments
Career Experience
Certification
Timeline
Generic

Sean McKay

Stamford,USA

Summary

Growth-focused business leader with substantial experience in finance, sales, account management, and business development. Proven record of maximizing business and revenue growth, evaluating market and revenue trends, and securing client satisfaction. Well-renowned strategic thinker with history of business unit success and strategic business development. Consistently improved sales efficiencies and maximized business development efforts to provide a succinct value proposition to clients. Expert in uncovering pain points, impact, and cost to an organization. Ability of prospecting and managing large-scale accounts to boost sales and secure renewals. Forward-thinking leader with tactical and strategic vision, keen bottom-line focus, and verifiable success in building and leading high-performing teams for professional development. Strong analytical, communication, negotiation, presentation and problem-solving skills with ability to build robust rapport with team members, stakeholders, C-level colleagues, and key clients.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Advisor

Northwestern Mutual
10.2024 - Current
  • Pacing to onboard over 30 new clients in first calendar year.
  • Projected to sell over $100,000 in insurance premium.
  • Estimated 1.5 Million in AUM.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Streamlined reporting processes, providing clients with clear, actionable insights into their financial status.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Increased client base by identifying and pursuing new business opportunities through market research and networking.

Director Of Business Development

SourceOwls
08.2023 - 11.2023
  • Expanded client base, building and leading high-performing sales in early startup stage
  • Implementing scalable sales processes to meet revenue targets
  • Proven ability to establish strong relationships with senior recruitment executives and agency owners to drive growth
  • Implemented best practices and templates through internal cross functional communication and A/B testing
  • Created internal sales strategy highlighting growth projections and sales enablement implementation (Onboarding/training, sales content, compensation/bonus structure, KPI measurements)
  • Created personal business plan for 2024 with goals, forecasts, KPI attainment
  • Developed customized solutions tailored specifically to individual client needs, leading to an increase in repeat business engagements.

Co-owner/ Consultant

Big Leaps LLC
01.2017 - Current
  • Supported practice through medical billing
  • Oversaw physical office expansion, and recruitment efforts
  • Contributed significantly to business operations and hiring efforts

Senior Account Executive

Indeed
01.2020 - 02.2023
  • Directed high-performing team and ensured seamless formulation of quarterly plans in compliance with set standards
  • Presented internal quarterly sales presentations, such as account history, analytics, and goals to develop plan for achieving quota
  • Utilized Microsoft Excel and Salesforce for precise tracking and forecasting
  • Procured pricing deals, negotiated contracts, and established beneficial agreements
  • Developed sales packages and multi-product solutions to alleviate customer pain points
  • Demonstrated deep understanding of clients' needs; acquired impactful knowledge of hiring processes and business operations
  • Confirmed cohesive messaging approach to clients in collaboration with customer success
  • Conducted research into emerging industry trends, applications, and concepts to identify opportunities
  • Attained 71.4% quota exceeding rate (quarterly)
  • Enhanced productivity and performance of team members by providing training and guidance
  • Accomplished 100% closure rate for full product suite: maximizing sustainable revenue potential
  • Nurtured and fortified reliable customer relationships through effective communication and engagement
  • Initiated sales of innovative Ad's branded product; achieving monthly sales volume of up to 20K units in liaison with sister company, Glassdoor

Account Executive

Indeed
01.2018 - 01.2020
  • Built and maintained diverse and consistent sales portfolio spanning all product categories
  • Conducted 60 daily calls/meetings
  • Resolved accounting, billing, and service issues to enhance client satisfaction
  • Formulated strategies for clients across various industries; furnishing market insights and optimal hiring practices
  • Expedited client project deliveries in collaboration with internal teams
  • Advised clients on promotional initiatives to boost sales productivity and client approval
  • Oversaw and expanded client base for 200 companies
  • Attained all quota benchmarks and key performance indicators; leading to a promotion to senior level
  • Established and sustained robust client partnerships by providing accurate pricing quotes and customer-centric packages
  • Distinguished as one of three account executives featured in company-wide sales roundtable and Q&A session; demonstrating effective sales tactics for specific product (Targeted Ad's)

Sales Consultant

Power Home Remodeling Group
01.2016 - 01.2018
  • Initiated consultative sales techniques to discern customer needs and suggest pertinent products and services
  • Developed sales presentations while advising on construction-related product features and market data
  • Sold all products offered by PHRG
  • Attained 42% one-call close rate for all appointments
  • Achieved 98% 'Save' rate for all sales cancellations, including finance declines
  • Maintained low 2.8% cancellation rate during consulting careers; outperforming company's 7.5% average

Sales Development Manager

Power Home Remodeling Group
01.2014 - 01.2016
  • Instructed and guided team of 4-6 members to achieve team and individual objectives
  • Trained new SDRs in fundamental and advanced skills through field shadowing and office-based training
  • Conducted one-on-one meetings with team members; identifying sales obstacles and providing actionable solutions
  • Evaluated customer requirements and established tailored solutions to boost sales
  • Performed market research to uncover new leads, opportunities, and messaging strategies
  • Achieved 14% team growth by devising and deploying effective sales strategies
  • Attained 10% reduction in customer attrition by coordinating customer retention plans
  • Offered highly effective hour-long training sessions with detailed minute-by-minute optimization outlines
  • Delivered training on post-sale client engagement best practices to team members and other teams; reducing buyer's remorse

Sales Development Representative

Power Home Remodeling Group
01.2013 - 01.2014
  • Acquired in-depth knowledge of products and services to effectively address customer objections, competitive inquiries, and FAQs
  • Formulated compelling sales presentations to convey value proposition of company offerings
  • Provided exceptional assistance throughout entire customer journey
  • Scheduled 15-20 prospective clients weekly with 34.5% show rate (exceeding 22% company standard)
  • Enhanced brand recognition and lead generation by engaging in trade shows and promotional activities

Education

Bachelor of Arts - Public Relations

Quinnipiac University
Hamden, CT

Skills

  • Financial Planning
  • Strategic Planning & Execution
  • Key Account Management
  • Team Building & Leadership
  • Contract Negotiation & Review
  • CRM proficiency (Salesforce, Hubspot)
  • Revenue Analysis
  • Revenue & Business Growth
  • Market Research & Analysis
  • Client Guidance & Support
  • Exceeding Sales Quotas
  • Staff Training & Development
  • Pipeline Management Expertise
  • Investment Advice
  • Sales Enablement
  • Tax Mitigation Expertise
  • Relationship Building and Management
  • Retirement Planning
  • Market Forecasting
  • Trend Analysis Expertise
  • Managing Wealth
  • Investments Advising

Accomplishments

  • Maintained quarterly quota attainment rate of 71.4%.
  • Achieved 100% of annual quotas for three consecutive years.
  • Drove minimum 6% year-over-year growth in book of business.
  • Surpassed quarterly quotas; attaining over 112% performance for five consecutive quarters.
  • Enhanced client hiring outcomes by more than 20% through creation of customized proposals and sales packages.
  • Met all KPI metrics at Indeed, including activity, growth, pipeline management, forecasting, and utilization of complete product suite.
  • Exhibited expertise as subject matter expert in internal training sessions and 'Q and A' sessions; contributing insights on implementation of effective sales strategies.

Career Experience

  • SourceOwls, Director Of Business Development, 01/2023, Present, Expanded client base, building and leading high-performing sales in early startup stage., Implementing scalable sales processes to meet revenue targets., Proven ability to establish strong relationships with senior recruitment executives and agency owners to drive growth., Implemented best practices and templates through internal cross functional communication and A/B testing., Created internal sales strategy highlighting growth projections and sales enablement implementation (Onboarding/training, sales content, compensation/bonus structure, KPI measurements)., Created personal business plan for 2024 with goals, forecasts, KPI attainment.
  • Big Leaps LLC, Co-owner/ Consultant, 01/2017, Present, Manages family medical practice during wife's pregnancy/maternity leave., Supported practice through medical billing., Oversaw physical office expansion, and recruitment efforts., Contributed significantly to business operations.
  • Indeed, Stamford, CT, Senior Account Executive, 01/2020, 12/2022, Directed high-performing team and ensured seamless formulation of quarterly plans in compliance with set standards., Presented internal quarterly sales presentations, such as account history, analytics, and goals to develop plan for achieving quota., Utilized Microsoft Excel and Salesforce for precise tracking and forecasting., Procured pricing deals, negotiated contracts, and established beneficial agreements., Developed sales packages and multi-product solutions to alleviate customer pain points., Demonstrated deep understanding of clients' needs; acquired impactful knowledge of hiring processes and business operations., Confirmed cohesive messaging approach to clients in collaboration with customer success., Conducted research into emerging industry trends, applications, and concepts to identify opportunities., Attained 71.4% quota exceeding rate (quarterly)., Enhanced productivity and performance of team members by providing training and guidance., Accomplished 100% closure rate for full product suite: maximizing sustainable revenue potential., Nurtured and fortified reliable customer relationships through effective communication and engagement., Initiated sales of innovative Ad's branded product; achieving monthly sales volume of up to 20K units in liaison with sister company, Glassdoor.
  • Indeed, Stamford, CT, Account Executive, 01/2018, 12/2019, Built and maintained diverse and consistent sales portfolio spanning all product categories., Conducted 60 daily calls/meetings., Resolved accounting, billing, and service issues to enhance client satisfaction., Formulated strategies for clients across various industries; furnishing market insights and optimal hiring practices., Expedited client project deliveries in collaboration with internal teams., Advised clients on promotional initiatives to boost sales productivity and client approval., Oversaw and expanded client base for 200 companies., Attained all quota benchmarks and key performance indicators; leading to a promotion to senior level., Established and sustained robust client partnerships by providing accurate pricing quotes and customer-centric packages., Distinguished as one of three account executives featured in company-wide sales roundtable and Q&A session; demonstrating effective sales tactics for specific product (Targeted Ad's).
  • Power Home Remodeling Group, Wilton, CT, Sales Consultant, 01/2016, 12/2018, Initiated consultative sales techniques to discern customer needs and suggest pertinent products and services., Developed sales presentations while advising on construction-related product features and market data., Sold all products offered by PHRG., Attained 42% one-call close rate for all appointments., Achieved 98% 'Save' rate for all sales cancellations, including finance declines., Maintained low 2.8% cancellation rate during consulting careers; outperforming company's 7.5% average.
  • Power Home Remodeling Group, Melville, NY, Sales Development Manager, 01/2014, 12/2016, Instructed and guided team of 4-6 members to achieve team and individual objectives., Trained new SDRs in fundamental and advanced skills through field shadowing and office-based training., Conducted one-on-one meetings with team members; identifying sales obstacles and providing actionable solutions., Evaluated customer requirements and established tailored solutions to boost sales., Performed market research to uncover new leads, opportunities, and messaging strategies., Achieved 14% team growth by devising and deploying effective sales strategies., Attained 10% reduction in customer attrition by coordinating customer retention plans., Offered highly effective hour-long training sessions with detailed minute-by-minute optimization outlines., Delivered training on post-sale client engagement best practices to team members and other teams; reducing buyer's remorse.
  • Power Home Remodeling Group, Sales Development Representative, 01/2013, 12/2014, Acquired in-depth knowledge of products and services to effectively address customer objections, competitive inquiries, and FAQs., Formulated compelling sales presentations to convey value proposition of company offerings., Provided exceptional assistance throughout entire customer journey., Scheduled 15-20 prospective clients weekly with 34.5% show rate (exceeding 22% company standard)., Enhanced brand recognition and lead generation by engaging in trade shows and promotional activities.

Certification

  • Series 6 License - Financial Industry Regulatory Authority (FINRA).

Timeline

Financial Advisor

Northwestern Mutual
10.2024 - Current

Director Of Business Development

SourceOwls
08.2023 - 11.2023

Senior Account Executive

Indeed
01.2020 - 02.2023

Account Executive

Indeed
01.2018 - 01.2020

Co-owner/ Consultant

Big Leaps LLC
01.2017 - Current

Sales Consultant

Power Home Remodeling Group
01.2016 - 01.2018

Sales Development Manager

Power Home Remodeling Group
01.2014 - 01.2016

Sales Development Representative

Power Home Remodeling Group
01.2013 - 01.2014
  • Series 6 License - Financial Industry Regulatory Authority (FINRA).

Bachelor of Arts - Public Relations

Quinnipiac University
Sean McKay