- I participate in a variety of outdoor recreational activities
- I like working with my hands and fixing things
- I enjoy cooking for friends and family gatherings
- Volunteering with youth sports programs as a head or assistant coach
- Gardening
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- I enjoy helping others and giving back to the community
- Enjoying priceless time with family and friends
Troy Baily
sales professional
Omaha,NE
Summary
Reliable, upbeat, and seasoned sales representative successful in promoting customer loyalty, satisfaction, and purchases with a consultative approach and diligent attention to detailed individual needs. Dedicated to building strong relationships with superior work ethic. Dependable candidate successful in managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Sales professional prepared for driving revenue and growth. Proven success in cultivating client relationships and closing deals. Effective team collaborator, adaptable, and focused on achieving results. Skilled in negotiation and communication, valued for reliability and flexibility.
Personable salesperson with highly developed skills in lead generation, account retention and relationship management. Well-educated in assessing customer needs, introducing new products and services and processing transactions. Proficient in CRM Software.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Sales Agent
Self Employed Services
12.2023 - 12.2025
- Cultivated strong client relationships to drive repeat business and enhance customer loyalty.
- Developed comprehensive knowledge of product offerings to effectively address customer needs.
- Executed strategic sales initiatives that increased market penetration and expanded customer base.
- Mentored junior sales staff, sharing best practices to promote professional development and team success.
- Led training sessions on product features, enhancing team knowledge and improving overall sales performance.
- Assisted call-in customers with questions and orders.
- Explained features and advantages of financial and insurance products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Owner/Sales Rep
CBL Advisors Group
04.2014 - 02.2024
- Implemented innovative marketing strategies to increase brand visibility and market reach.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Consulted with customers to assess needs and propose optimal solutions.
Sales Rep/Business owner
Premium Plus Advisors/CBL Insurance Services
05.2019 - 04.2023
- Developed strong client relationships to enhance customer satisfaction and retention.
- Conducted product presentations to effectively communicate value propositions to potential clients.
- Analyzed market trends to identify new business opportunities and adjust sales strategies accordingly.
- Implemented targeted marketing campaigns that increased lead generation and conversion rates.
- Mentored team members, fostering a collaborative environment focused on achieving sales goals.
- Evaluated customer feedback to refine service offerings and enhance overall client experience.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Expanded customer base through cold calling, networking, and relationship building.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Utilized CRM software to manage client information, track leads, and monitor sales progress.
- Enhanced customer satisfaction by providing comprehensive product demonstrations.
Sales Rep
AXA Advisors LLC
03.2012 - 01.2014
- Cultivated strong client relationships to enhance customer loyalty and retention.
- Developed comprehensive financial plans tailored to meet individual client needs and goals.
- Collaborated with cross-functional teams to refine marketing approaches based on client feedback and data analysis.
- Achieved consistently high customer satisfaction ratings by tailoring solutions to individual needs.
Financial Advisor
Financial Visions LLC
01.2009 - 09.2012
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Streamlined sales process, reducing time from lead to close.
Owner/Operator
Apex Financial
05.2004 - 09.2008
- Developed personalized financial plans aligning with client goals and risk tolerance.
- Guided clients in retirement planning strategies, enhancing financial security and growth potential.
- Mentored junior advisors on compliance regulations and best practices in financial advising.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Sales Associate
GE Financial Assurance
07.2001 - 05.2004
- Developed comprehensive financial strategies to enhance client portfolio performance.
- Mentored junior staff, fostering a culture of continuous improvement and professional development.
- Cultivated strong client relationships through personalized service and proactive communication efforts.
- Increased customer satisfaction by providing high-quality services and timely communication.
Education
High School Diploma - Actuarial Science/ Agri Business
Kearney State College
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Oxford High School
01.1984
Skills
- Account Servicing with
- Problem solving strength
- Interpersonal communication skills
- Strategic business Planning
- Client Service
- Customer Relationships
- Network Development
- Sales Expertise
- Estate Planning for Ag, Cattle, and Business operations
- Client relations
- Customer assistance
- Sales presentations
- Networking
- Technical support
- Sales strategies
- Objection handling
Accomplishments
- Achieved success through effectively helping with understanding the end goals.
- Achieved success by completing client goals with accuracy and efficiency.
- Documented and resolved confusion which led to peace of mind.
- Collaborated with team of 4-6 professionals in the development of financial and business plans.
Certification
- Insurance Licensed—Life, Health, Accident
- 23 yrs. financial advising
Interests
Timeline
Sales Agent
Self Employed Services
12.2023 - 12.2025
Sales Rep/Business owner
Premium Plus Advisors/CBL Insurance Services
05.2019 - 04.2023
Owner/Sales Rep
CBL Advisors Group
04.2014 - 02.2024
Sales Rep
AXA Advisors LLC
03.2012 - 01.2014
Financial Advisor
Financial Visions LLC
01.2009 - 09.2012
Owner/Operator
Apex Financial
05.2004 - 09.2008
Sales Associate
GE Financial Assurance
07.2001 - 05.2004
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Oxford High School
High School Diploma - Actuarial Science/ Agri Business
Kearney State College
Interests—
Fishing, Caring for Grand child, Landscaping and yard care, Spending time with Family, The 4 F’s—Faith Family Farming Friendships, I was able to spend 32yrs working and helping grow the family farm and assisting whenever I can help them out.
Employment/Background/Experience—
- 23yrs in Insurance in financial advising and planning
- 32yrs farming working and growing the family farm
- Business Owner 10yrs