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1.9 KiB

HR Record

Jordan Blake

Summary

  • Date of Birth: March 15, 1993
  • Job Title: Sales Development Representative (SDR)
  • Location: Austin, Texas

Insurellm Career Progression

  • 2021-06: Joined Insurellm as an Entry-Level SDR
  • 2022-02: Promoted to Junior SDR after exceeding quarterly targets by 25%
  • 2022-12: Recognized as SDR of the Month for three consecutive months
  • 2023-05: Participated in the Insurellm Leadership Training Program

Annual Performance History

  • 2021: First year at Insurellm; achieved 90% of monthly targets.
    • Feedback: Strong potential shown in lead generation; needs improvement in follow-up techniques.
  • 2022: Achieved 120% of targets; pioneered outreach strategies that increased customer engagement.
    • Feedback: Jordan's innovative approach contributed significantly to team success; recommended for leadership training.
  • 2023: Set to exceed annual targets by 30% in Q3; initiated successful partnerships that broadened market reach.
    • Feedback: Exceptional communicator; exemplifies the values of Insurellm and promotes team collaboration.

Compensation History

  • 2021-06: Starting Salary: $50,000
  • 2022-04: Merit-based increase: $55,000 (based on performance review)
  • 2023-06: Performance bonus awarded: $5,000 (for exceeding goals as recognized in annual review)
  • 2023-09: Salary adjustment due to promotion to Senior SDR: $65,000

Other HR Notes

  • Jordan has shown an interest in continuing education, actively participating in company-sponsored sales webinars.
  • Notable for involvement in the Insurellm volunteer program, assisting local charity events related to financial literacy.
  • Employee wellness advocate, consistently promotes team bonding activities and stress-relief workshops.
  • Plans to enroll in a course for advanced sales strategies in Q4 2023, aiming to further enhance his skills at Insurellm.