SparkVision
Chief Innovator & Coach
James Hyland
Innovator I Coach I Teacher
Innovator I Coach I Teacher
There was a problem loading your content.
Experience
Hennessy Funds
Sales Director
Work with senior management on the direction of the firm.
Lead 7 team members on direct sales efforts.
Write sales material & collaborate to develop designed... more custom content.
Host & moderate national portfolio manager interviews for educational insight.
Research & analyze pertinent information for board reports.
Present findings & sales strategy to Board of Directors.
Coordinate prospect research.
Oversee implementation & integration of Salesforce, Pardot, and Sales Reporting System.
Lead 7 team members on direct sales efforts.
Write sales material & collaborate to develop designed... more custom content.
Host & moderate national portfolio manager interviews for educational insight.
Research & analyze pertinent information for board reports.
Present findings & sales strategy to Board of Directors.
Coordinate prospect research.
Oversee implementation & integration of Salesforce, Pardot, and Sales Reporting System.
Harborside Group
VP - Sales Director
Work with senior leadership on overall direction of the firm.
Oversee sales team strategy and implementation.
Direct compensation model for the sales team.... more
Run educational sales meetings.
Collaborate with marketing team to develop communications content.
Present to prospective new clients.
Recruit, hire and onboard new sales team talent.
Oversee sales team strategy and implementation.
Direct compensation model for the sales team.... more
Run educational sales meetings.
Collaborate with marketing team to develop communications content.
Present to prospective new clients.
Recruit, hire and onboard new sales team talent.
Employee
Education
About
Achievements
Grew sales team from one to over a dozen employees resulting in:
> Sales increase from $1M annually to over $2.75B annually
> Over 100% increase in new sales clients
Designed and implemented a sales process which:
> Identifies prospects with the greatest interest
> Provides prospects with ideas and solutions for their specific interests
> Develops an on-going communications schedule to keep content top of mind
> Segments prospects based on opportunity
Sales process was awarded by the Mutual Fund Education Alliance (MFEA) as the Best Overall Advisor Communication Strategy in 2015 & 2017 and parts were awarded for Digital Innovation 2014 & 2015, Online Advisor Services 2016, Advisor Services 2017, Communication Campaign 2017, Innovation 2017
Oversee sales team resulting in:
$7.5B in sales
17,000 New Clients
100% increase in the amount of clients who own more than one product
100% increase in clients that own over $1M of product
75% increase in total number of clients
Skills