Spencer Morris
Fort Myers,FL
Summary
Passionate and professional sales consultant with over 12 years in the industry. Seeking to increase profitability and customer experience for established builders in the SWFL area. Focused on Continuous improvement through education and training, Client acquisition/retention, Shattering Forecast Expectations. Proficient in technology including: Outlook, multiple CRM's, DocuSign, CAD presentation, blueprint reading and contract negotiations. I excel in organizing my day to make the most meaningful interactions with clients to build a lasting book of business through a transparent and honest sales experience.
Overview
12
12
years of professional experience
Work History
Realtor
Keller Williams
Naples, FL
07.2024 - Current
- Currently developing strong knowledge of local market conditions.
Project Consultant
KGT Builders
Naples, FL
01.2024 - Current
- Delivered high-quality closing results by consistently qualifying leads to establish customer base.
- Took clients through our Design + Build process from start to finish including budget ranges, possibilities for their space, timelines, draw schedules, and implementation of getting them onboarded to BuilderTrend for project updates.
- Built strong relationships with clients through effective communication and understanding their needs and motivations, and providing consistent communication throughout their projects.
- Implemented marketing strategies to build stronger brand awareness through social media, networking, and local sponsorships.
- Developed project plans and schedules to set clear expectations, resulting in improved feedback from clients.
Sales Manager
Mint Motors
Fort Myers, FL
03.2023 - 01.2024
- Proficient in cold calling, answering phones, following up on leads in eLeads, setting appointments, greeting customers professionally and guiding deals from open to close
- Doing business across the country and arranging transportation through CentralDispatch and closing deals completely sight unseen utilizing DocuSign
- Proficicient in ADD123 for tag work
- Skilled in DealerTrack, DealerCenter and knowledgeable in RouteOne
- Handling deal structures, bank knowledge of reserves/flats and different options in menu selling warranties from multiple providers based on the type/age of vehicle being sold.
Dealer Relationship Manager
OneMain Financial
Fort Myers, FL
08.2022 - 03.2023
- Helped OneMain launch a new program when they got into the indirect lending world from their previous direct lending model
- Built and sustained the territory from >5 loans per month to actively booking over $800k a month in the SWFL territory
- Cold called independent and franchise dealerships in an outside role and signed over 100 dealerships in my time
- The position required adequate training with dealers as well as constant communication to guide deals from start to finish
- This was an amazing learning opportunity and was grateful for the ability to help them grow.
Dealer Relationship Manager
Strike Acceptance
Fort Myers, FL
01.2022 - 08.2022
- My previous employer Fuel Capital Group and Strike Acceptance merged and led me into the auto finance world while still maintaining my book of business in powersports
- I was, for the first time, given the ability to cold-call and pitch a program that was unknown in Southern Florida to auto dealerships
- I excelled in building a book over over 100 auto dealerships and 150 powersports dealerships from Tampa to Melbourne and south of that line to Miami
- My pay structure was based on signing dealerships, trainingthem to use our proprietary portal and then booking loans and also heavily structured on dealers sending applications to participate in our program
- This led to no stone being unturned to lead to the most profitable new territory in the expansion of the merger
- This was a heavily customer service based role in the sense that I was heavily involved with Sales Managers and Finance Managers and making sure there was a transparent process for them to efficiently book deals and ensuring their funds arrived quickly.
Dealer Relationship Manager
Fuel Capital Group
Naples, FL
08.2019 - 12.2021
- Began my career in the powersports finance world as strictly building my territory by cold-calling qualified dealerships in my region
- Pitched our program, via Zoom webinar, to potential clients and drove home how we really brought value to their dealership with our web-based portal that allowed for approvals for nearly all customers in a single location
- Was promoted after 6 months in this role after setting a company record for bringing 29 new dealers to our program in a calendar month to Dealer Development Consultant
- From here, I still handled building the territory but accepted the responsibility of guiding our Dealer Partners through training and closing deals in our system
- Built relationships with all of my dealers via phone and email and was able to see our 'non-participating dealers' come to the table and become profitable for us as a lender
- After 7 months in this role of consistent growth, I was promoted to Dealer Relationship Consultant
- This role allowed me to travel amongst my territory and meet and pitch our program face-to-face with potential clients and to meet our current Dealer Partners and really excel in my ability to create stronger relationships that lead to the continued growth and profitability in my territory
- In my tenure with the company, I grew multiple regions at a faster pace than other representatives and believe I could bring the same success to other businesses in any sales market.
Medical Device Sales Representative
Nurse Rosie Products
Savannah, GA
02.2018 - 08.2019
- Top sales rep 2018 for cutting edge point-of-care devices
- Providing facilities in the long-term care industry with vitals machines and medical supplies
- Travel to different territories for trade shows
- Generate qualified leads F2F
- Product demonstration via webinar
- Manage all service with outside technicians in my territory to continue to grow and satisfy my expanding book of business.
Account Manager
Cellular Sales Verizon
Savannah, GA
09.2016 - 02.2018
- Identifying needs of diverse customer base
- Providing a solution to their lifestyle/business needs.
INSIDE SALES REPRESENTATIVE
LISTENCLEAR
04.2016 - 09.2016
- Sold state-of-the-art hearing aids to consumers at competitive prices
- Gave complete product explanations/demonstrations over the telephone
- Was consistently one of the top producers in the company, beginning in my first month.
SALES REPRESENTATIVE
GOL SECURITY, LLC
Savannah, GA
10.2014 - 01.2016
- Security system sales for homeowners in the Savannah area
- Door-to-door sales, almost always cold calling
- Set appointments and gave demonstrations in person on how systems worked and their benefits to families to protect themselves and their assets.
ACCOUNT EXECUTIVE
Savannah Shop Local
04.2015 - 06.2015
- Marketing and advertising for locally owned businesses
- Met face-to-face with local business owners, typically in a 'cold call' scenario, to sell marketing strategies and advertising space for companies with smaller advertising budgets
- Sold on 3 separate platforms to target all demographics.
MARKETING MANAGER
GEORGIA GOLD & SILVER BUYERS, LLC
01.2013 - 05.2014
- Responsible for employing tips and strategies that helped bring in customers
- Used creativity to develop radio advertisements, business flyers, and television commercials targeted to customer base
- Savannah location ranked 8th nationwide in total revenue in a corporate structure of 140+ locations.
Skills
- Proficient in cold calling
- Being as detailed as possible in CRM
- Customer Service
- Product Demonstration
- Door-to-Door Experience
- Setting realistic and honest expectations of processes
- Outlook and calendar management
- Appointment setting and follow up
- DocuSign
- Forecasting pipelines and successfully achieving goals
- Creative ways to hunt for new business out of Florida’s “season”
- Reviewing CAD and blueprints with clients
Accomplishments
- Secured contract for all Veterans Affairs facilities in Oklahoma - Nurse Rosie Products
- President’s Club - Nurse Rosie Products
- Million Dollar Club - OneMain Financial
- Sandler Sales - Master Class
Affiliations
- Collier Builders Industry Association - Ambassador, Golf Committee, Young Building Professionals, Sales & Marketing Committee.
- Women’s Council of Relators - Allied Affiliate
- NABOR - REALTOR/Allied Affiliate, Young Professional Committee
- Sandler Sales - Masterclass
Timeline
Realtor
Keller Williams
07.2024 - Current
Project Consultant
KGT Builders
01.2024 - Current
Sales Manager
Mint Motors
03.2023 - 01.2024
Dealer Relationship Manager
OneMain Financial
08.2022 - 03.2023
Dealer Relationship Manager
Strike Acceptance
01.2022 - 08.2022
Dealer Relationship Manager
Fuel Capital Group
08.2019 - 12.2021
Medical Device Sales Representative
Nurse Rosie Products
02.2018 - 08.2019
Account Manager
Cellular Sales Verizon
09.2016 - 02.2018
INSIDE SALES REPRESENTATIVE
LISTENCLEAR
04.2016 - 09.2016
ACCOUNT EXECUTIVE
Savannah Shop Local
04.2015 - 06.2015
SALES REPRESENTATIVE
GOL SECURITY, LLC
10.2014 - 01.2016
MARKETING MANAGER
GEORGIA GOLD & SILVER BUYERS, LLC
01.2013 - 05.2014