Jerry Bailey
Insurance Broker Account Executive @Symmetry Financial Group
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WORK HISTORY
Insurance Broker Account Executive @Symmetry Financial Group
Glendale, CA, US
Manage the complete sales lifecycle from outbound prospecting (200–300 calls daily) to lead qualification, needs assessment, product demos, closing, and ongoing account management, ensuring high levels of customer engagement and satisfaction.Lead sales initiatives that are growing agency revenue by $900K from 2023 to 2024, mentoring agents and optimizing CRM-driven follow-up strategies to enhance overall team performance.Consistently recognized as a Top Producer/Key Leader, generating $25K+ in personal monthly revenue using a data-driven, consultative sales approach that prioritizes client needs and delivers results.Conduct impactful client presentations and solution consultations with Director- and VP-level decision-makers, driving high-value deal conversions and fostering long-term partnerships.Spearhead agent recruiting and onboarding efforts, conducting 5–6 group interviews weekly to build and scale high-performing sales teams.Leverage CRM tools (Go High Level, Airtable, proprietary systems) to effectively track, manage, and nurture leads, improving close rates and enhancing customer satisfaction.
EDUCATION
California State University, Northridge
Communication Studies
California State University, Northridge
Bachelor's Degree, Communication Studies
Sherman Oaks CES
HS Diploma
ABOUT JERRY BAILEY
Client-first sales leader with 8+ years driving revenue growth, building executive…
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