Adlai McMahon
Retirement Plan Advisor
- Role
- Retirement Plan Advisor at Cimarron Wealth Management Inc
- Location
- Crested Butte, CO, US
- LinkedIn followers
- 500 followers
About Adlai McMahon
With over 17 years of experience in retirement plan sales, I am passionate about helping businesses and employees achieve their retirement goals. As a regional retirement plan sales professional at Paychex, I generate revenue in a larger market by cultivating leads, developing partnerships, and closing business with executive committees.I leverage my skills in customer relationship management, sales and marketing, and sales presentations to build and maintain a strong sales pipeline, using various marketing campaigns and referral sources. I also hold Series 6 and 63 licenses, which enable me to offer comprehensive and compliant solutions to my clients. I am proud to be part of a high-performing team that consistently exceeds sales quotas and ranks #1 in the nation.
Experience
Retirement Plan Advisor
Cimarron Wealth Management Inc
Oct 2024 — Present
Helping owners provide the best possible retirement solution for themselves and their employees
Education
Regis University
Bachelor of Science, Business Administration
1994 — 1998
Skills
- Salesforce.com
- Account Management
- Cold Calling
- Sales Process
- Leadership
- Recruiting
- Sales
- Business Development
- Marketing
- Strategic Planning
- Business-to-Business (B2b)
- Customer Relationship Management (Crm)
- Sales Presentations
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