Forrest Bernhardt
About Forrest Bernhardt
Forrest Bernhardt is a Sales Development Representative currently working at Podium in Lehi, Utah. He has a strong background in sales and customer service, with experience at companies such as Lendio and E*TRADE.
Current Role at Podium
Forrest Bernhardt serves as a Sales Development Representative at Podium, a position he has held since 2023. He works on-site in Lehi, Utah. In this role, he focuses on self-sourcing prospects and executing targeted outreach strategies. His responsibilities include making impactful cold calls and engaging with key decision-makers to drive sales conversions.
Previous Experience at Lendio
Prior to his current role, Forrest worked as an Account Executive at Lendio from 2022 to 2023. During his time in this position, he was based in Lehi, Utah, and was responsible for achieving high deal closure rates. His proficiency in platforms such as Salesforce and SalesLoft contributed to his success in self-sourcing prospects.
Background in Mortgage and Financial Services
Forrest has a background in the mortgage and financial services industry. He worked as a Mortgage Loan Officer at Security Home Mortgage for four months in 2022. Additionally, he served as a Senior Customer Service Representative at E*TRADE from Morgan Stanley from 2018 to 2022, where he developed skills in customer service and client relations.
Educational Qualifications
Forrest holds a Bachelor of Business Administration (BBA) from Western Governors University. He also studied at Muskegon Community College, where he earned an Associate of Arts and Sciences (AAS) degree. His educational background has provided him with a solid foundation in business principles and practices.
Sales Skills and Expertise
Forrest is proficient in building meaningful relationships with clients and identifying their business pain points. He excels in demonstrating solutions that address these gaps. His skills include navigating past gatekeepers and mastering customer service, particularly in de-escalating concerns and exceeding client expectations.