Taylor Vermilyea
Account Executive @BHG Financial
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WORK HISTORY
Account Executive @BHG Financial
Davie, FL, US
Providing innovative financial solutions to healthcare professionals- Built and maintained relationships with both new and returning clients, providing tailored financial solutions by conducting thorough needs assessments to understand client’s financial goals via consultative sales approach- Managed a pipeline of a diverse client base comprised of primarily healthcare and licensed professionals utilizing CRM software to track and manage client interactions- Led training sessions with new AEs, coaching on pipeline management, sales cadence, and sharing best practices- Account Executive Runner Award (2021)/ Security Partner Award (2022)
EDUCATION
State University of New York College at Cortland
Bachelor's Degree
Universidad de Salamanca
Minor in Spanish
SKILLS
ABOUT TAYLOR VERMILYEA
Account Executive at BHG Financial
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