Rapid Recon

Regional Sales Manager

Vehlo

Vehlo acquired Velocity automotive in 2023 

Regional Sales Manager for Arizona, Colorado, Connecticut, Indiana, Maine, Nebraska, New Hampshire and New Mexico 
 
Responsibilities include planning, implementing and managing lead generation. 

Scoping logos, cultivating business and closing deals.

Managing client’s expectations during implementation 30-90 days

90 day deal cycles

Trade shows, events and traveling for in person meetings

Handling multiple channels web leads, industry referrals and inbound inquiries

Regional Sales Manager AZ, CO, ID, MT, NV, UT, WA, WY

Velocity Automotive

- 300% to Quota in December my 3rd month on the team (Top AE in direct sales)

- Led the team in sales last month (January 2023) my 4th month as well.

- Developed GTM strategy due to no inbound leads provided by the company.

- Developed my own process using outreach tools like Source whale, and Hubspot to generate business.

- Writing email campaigns, cold calling, and social selling are how I make it happen.

Nextiva

- Generated over 18,864,000 Million in ARR since 2018
- Won over 3000 accounts in 18
- Exceeded goal
- Promoted to AE III 
- Q1 2021 Quote to Sale 65%
- #1 in segment July 22
- Q2 78% Quote to sale
- In August 22 closed I closed 52 self generated referrals
- Q2 Lead 2 Sale 63%
- 2022 80% quote to sale
- 2022 70% lead to quote

Senior Account Executive III

Simplifying Business Communication
-#1 in segment July 2022
- 150% to goal @Q1 2022
- Closed >100 referrals Q2 2022
-73% quote to close 2022
-61% lead to close 2022
- >128% + to GOAL 2018-2019 
-> 51% Lead to Sale 70% Quote to Close 2nd Qtr 2020
- > 155% to GOAL May 2020
- >123% to GOAL June 2020
-> 150% to GOAL July 2020 71% quote to close and 45.5% lead to close
-> 117% to GOAL August 2020
- >53% quote to close 2018 - 2019
- Goal increases month over month up to 25% on a sliding scale 24 month ramp
- Meets or Exceeded Expectations 80% of the time month over month
- Move small, mid market and enterprise accounts start to finish 30 - 90 day sales cycles on average 
- Manage multiple channels chat, live transfers, in house website quote requests, and purchased SaaS leads 
- Forged referral partnerships with MSP’s to generate supplemental revenue 
- Facilitated full sales cycle from RFP to PO completion, worked with engineering to demo products on conference calls with executives
- worked with legal and billing to facilitate contract demands for SLA’s, turndown clauses and seasonal accounts including non profits for billing tax exemptions
- manage clients expectations during implementation and on boarding up to 120 days for enterprise accounts 
- generates add on and cross sale revenue through diligent follow up and working closely with client success account manager team to meet client needs
- closed master accounts with multiple locations large scale implementations
- $400,200 ARR monthly goal increased to 480k 2022

Account Executive

Spectrum

- 200 % to goal year over year 
- Top producer on team from month one
- Team Lead
- Mid Market specialist
- 30 to 90 day sales cycle
- Cultivate referral partnerships with IT MSP’s , and existing customers

We digitized the "Evidence Manual" | Single Father | Philanthropist | #5amclub

See and control your entire recon process from anywhere in real time
You can dramatically improve speed-to-sale… But you need the right tool for the job.

Andrew Azizi

U.S. Financial Services, LLC

Your time is much to valuable to be reading through a list of services and what I've done so let's get right to it.

What you want to know is if I can help you live the way you want and retire into a life on your terms.

Clients I work with have savings and investments.

Have created a lot of success in their life.

But they still worry:
-Do I have enough?
-Will it last?
-Can I go on that extra trip?
-Can I leave that job/business behind?

Sound familiar?

The first step in creating an ideal life is understanding where you are today.

That starts with asking and answering some questions
-Where are you today? What do you have and what do you want.
-Where do you want to be?  What do you need to do that will allow you to have that life you want.
-Figure out how to get there - Outline the steps needed today and tomorrow to take you from where you are to where you want to be.

Once you know
-What you have
-The problems you have
-The solutions you need

Then you will have the guidelines for how to build the life you want.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org and www.sipc.org

Financial Advisor

Merrill Lynch

The next step I made was joining a financial advisors team. I took any available next step towards becoming a financial advisor.

I worked with clients in the same capacity as the advisors on the team:

Reviewed portfolios and recommended investments.

Built financial plans and help bring on new clients.

Then made sure that current clients felt that their plans were updated with their lives and that they received the service they needed to keep their lives on track with their goals.

Registered Client Associate

Starting out on the path to becoming a financial advisor 

I thought it wouldn't make sense going straight into the role as I had just graduated college 

And I wanted to become the go to person any client could rely on to care for their retirement as well as get them to the point they wished to be.

In this role I was able to work with financial advisors and their clients to trade many different

Stocks, bonds and options to help them grow and protect their portfolios

I learned from the ground up in many aspects of the business.

Since I was working with financial advisors and clients everyday I was able to become part of the training team for new financial advisors and employees in general.

Helped the management team oversee 60+ client associates which in turn provided me an understanding of what it took to run a business with employees

Market trade corrections and fixing margin calls were part of my everyday activities to ensure clients were getting what they expected.

While completing all of these daily I had three straight years of flawless bi-annual audit results and achieved the highest possible annual review rating

Operations Representative

Financial Advisor - Virtual or In-Person - Financial Planning - Guiding you through a simple three step process to prepare for the future while enjoying today.

The About You Section: Questions to start:
● What do you want?
● Where are you today?
● Where do you want to be in the future?
● How are you going to get there?
● What does your ideal life look like?

Answering these questions is a challenging task.

But you don't have to do it alone.

I help busy professionals create their work free life

Quit the rat race

And plan your victory lap

Retirement means something different to everyone - Run your race your way

It all starts with a plan
● Your plan is based on what you want and where you want to go.
● Investments are a piece but not the whole picture
● Know your cash flow to see your life today and how your situation works in the future
● Protect yourself and your family from the unknown

𝐇𝐨𝐰 𝐓𝐨 𝐆𝐞𝐭 𝐈𝐧 𝐓𝐨𝐮𝐜𝐡 𝐖𝐢𝐭𝐡 𝐌𝐞
● Office Number - 973-882-3600 
● Email - EDrury@usfsc.com

A little bit about me:
● Travel Enthusiast
● Husband and Father
● Avid Reader
● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow

𝐉𝐨𝐢𝐧 𝐌𝐲 𝐄𝐦𝐚𝐢𝐥 𝐋𝐢𝐬𝐭
● My Weekly Newsletter Designed To Have Some Fun With Tech, Books, Food Items, Or Anything Else I've 
   Found Interesting That Week
● You'll Receive Market Updates As Well
● Email me at EDrury@usfsc.com and I'll be sure to include you on the next one!

𝐀𝐛𝐨𝐮𝐭 𝐌𝐲 𝐅𝐢𝐫𝐦
Our Mission at US Financial Services is to Help Our Clients Live Life Today and Be Confident About Tomorrow.

Founded in 1989, US Financial Services is an independent family owned financial planning office that is dedicated to serving individuals and businesses by tailoring solutions to your unique needs that reflects your personal philosophies.

Full list of services
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, coordinate tax planning with your accountant, budgeting, and more.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

taplio

The Battle

Andrew Azizi

Evan Drury, ChFC®

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?