Summary
Overview
Work History
Education
Skills
Varsity Athletics/Activities
Timeline
Generic

Colby Bailey

Boston

Summary

Dynamic Sales Consultant at John Hancock Retirement with a proven track record in driving business growth and enhancing client relationships. Skilled in opportunity development and relationship management, I consistently achieved quarterly incentives by boosting digital adoption and Net Promoter scores.

Overview

3
3
years of professional experience

Work History

Advisor Experience Specialist

John Hancock Retirement
Boston
07.2024 - Current
  • Drive new business opportunities through inbound and outbound phone calls.
  • Build and maintain relationships with financial advisors during plan implementation.
  • Achieve quarterly and yearly incentives by increasing Net Promoter score and digital adoption.
  • Secure proposal referrals through effective communication and relationship management.

Internal Sales Intern

John Hancock Retirement
Boston
06.2023 - 08.2023
  • Produced prospecting reports for closed-won deals on a daily basis, and led to follow-up business with advisors.
  • Generated leads for the internal sales team to begin the 2023 Summer Sales Success Campaign.
  • I competed in and won first place in the Summer Intern Presentation Contest, which was voted on by the sales management team.

Business Development Intern

Stonewood Products
Harwich
05.2022 - 08.2022
  • Produced weekly cycle counts for top selling products to keep inventory up to date
  • Generated variance reports to show margins on expected inventory compared to counted inventory
  • Completed sales orders for customers using ERP BisTrack software

Education

Bachelor of Science - Business Administration

Babson College
Wellesley, MA
05.2024

High School Diploma -

Noble & Greenough School
Dedham, MA
05.2020

Skills

  • Microsoft Office
  • Google Workspace
  • SalesForce
  • Google Analytics
  • Tableau
  • Airtable
  • PowerBI
  • Series 6, 63, SIE Licensed

Varsity Athletics/Activities

  • Babson College Men's Ice Hockey: Team Captain '23-'24 Season, All-Academic Conference team '22, '23, '24, 2024 First Team All-Conference
  • Noble & Greenough Men's Varsity Ice Hockey: Volunteered at West Roxbury VA hospital on a weekly basis during season
  • Team Impact: Mentor teenage boy diagnosed with Williams Syndrome in team activities to raise awareness for condition
  • Corey C. Griffin Foundation: Organized and led first annual Corey C. Griffin Foundation corn hole tournament, resulted in $4,000 raised for the foundation

Timeline

Advisor Experience Specialist

John Hancock Retirement
07.2024 - Current

Internal Sales Intern

John Hancock Retirement
06.2023 - 08.2023

Business Development Intern

Stonewood Products
05.2022 - 08.2022

Bachelor of Science - Business Administration

Babson College

High School Diploma -

Noble & Greenough School

Similar Profiles

CREATE PROFILE
Colby Bailey