Broker Check

Stephanie Heath

Stephanie Heath

858.251.2438 stephanie.heath@fmgsuite.com

I’ve been asked a time or two, “How did you know you wanted to be in sales?” ðŸĪ”

My answer has always been: I didn’t.

But looking back, I suppose my sales career started before I even realized it.

While working at Olive Garden, I was always trying to upsell guests beyond the famous soup, salad, and breadsticks. Let me tell you — that was no easy task. Those breadsticks are delicious…and very filling. 😋

Unfortunately, breadsticks don’t pay the bills — they just add pounds. 😂

My true sales journey began at Emerald Publications/Emerald Connect (now Broadridge Advisor Solutions), where I helped Financial Professionals build and grow their businesses through outbound prospecting, making 85+ cold calls a day, and generating leads.

After more than 7 years there as a Sales Professional and Team Lead, I made the move to FMG Suite — another company dedicated to helping Financial Professionals grow their businesses.

What drew me to FMG Suite was the incredible culture, the opportunity to offer an innovative platform, and the chance for my own personal and professional growth.

Now, with 15+ years in the financial industry helping Financial Advisors grow within their firms, I have the opportunity to manage, coach, and mentor our own Sales Professionals so they can find success in their own unique ways.

At the end of the day, thank goodness for those breadsticks back then. Who knows where I’d be if I had started out selling chips and salsa instead? ðŸĪŠ

(Although…I do love some good chips and salsa.)