Tyler Sherwood

• Manage a team of 8-12 account executives
• Hit monthly goal of one million dollars in revenue
• Presidents club 2023
• Coach team on sales concepts
• Analyze data to help reps improve
• Held consistent 1 on 1s
• Manage relationships with lenders/partners
• Held daily team meetings and regular trainings
• The only Team Lead that hit 100% goal every month
• Trained new reps (developed the top reps in the company)

• Manage and develop teams of sales development representatives
• Facilitate daily meetings and trainings
• Hold weekly performance reviews/ 1 on 1s with reps
• Develop new ideas and strategies to meet program goals
• Use data to implement personal coaching with SDRs
• Successfully oversaw graduation of over 50 SDRs in a 6 month span

• Sold business loans to business owners through warm and cold leads
• Top 25% of account executives and consistently went above goal
• Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
• Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
• Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
• Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
• Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.

• Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
• Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
• Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
• Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
• Built a book of business in property/casualty premiums in excess of $150,000 by selling new insurance policies
• Effectively cross-sold over 50% of property/casualty clients into life insurance products
• Earned new business from cold-calling and following-up with prospects

• Identifying new leads through various channels
• Contacting management team of various franchisors to create interest
• Closing and achieving signed agreements for services
• Identifying qualified individuals through various channels
that meet client's needs
• Sift through candidates to find most qualified and presented them to client

• Communicate weekly with client and candidates to update throughout process

• Recruited a team of 16 sales representatives

• Trained on sales techniques and principles

• Coordinated daily team meetings
• Obtained new sales going door-to-door

• Sold 200+ accounts in four months

• Made outbound calls to diabetics, acquiring patient commitment for pharmacy services

• Solved and fixed customer issues
• Input patient data in real-time using CRM system
• Obtain new clients through diabetic pharmacy services

• Recruited a team of 15 sales representatives
• Directed all door-to-door salespeople in Houston West office

• Coordinated daily team meetings
• Trained on sales techniques and principles
• Sold 200+ accounts in four months

• Contacted and obtained sales going door-to-door

• Contributed motivation to the sales team members

• Actively worked to fulfill and exceed personal goals

• Sold 150+ accounts in 3 months