Elliott Garcia

Daily SDR Content | Lifetime Student | Espresso Please! | Story Teller | Community Influencer | Bilingual | Theater Nerd |

WELCOME 👓

What started as a coffee shop conversation that pulled me into SaaS turned into a career built around one thing: creating high-quality conversations that convert into real outcomes.

Today, I work as a Senior Sales Development Specialist, owning the full outbound motion across B2C channels for Annuity Association. My focus is simple but disciplined, connecting retirees and pre-retirees with fiduciary advisors who help them make confident, informed decisions about lifetime income, asset protection, and long-term financial security.

At Annuity Association, we help clients avoid common retirement pitfalls by building plans that include:
• Predictable income guaranteed for life
• Safe growth with no market risk
• Long-term care solutions
• Thoughtful legacy planning

My role sits at the front of that experience driving relevant, trust-based conversations through phone, email, and multi-touch outreach that respects the consumer while delivering a consistent pipeline for advisors.

Before moving fully into this role, I led and scaled SDR teams and founded TopMountaineer, a full-cycle outbound firm built from the ground up. That experience sharpened every part of my outbound skill set, including ICP development, messaging, call frameworks, sequencing, objection handling, and conversion optimization across both B2B and B2C environments.

I’m known for:
• Veteran-level outbound execution across channels
• Building trust quickly in high-consideration, consumer conversations
• Translating complex financial concepts into clear next steps
• Creating repeatable, ethical pipeline at scale

I enjoy connecting with sales leaders, outbound practitioners, and operators who care about quality conversations, disciplined execution, and long-term value creation.

-ELLIOTT

Growth Manager & Partner 

The cold calling sidekicks never get enough credit! 

#coldcalling #mascot #pets

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Even ChatGPT knows I’m the cold calling champ still 🏆

I’m kidding lol 

Know the product that you are selling and help out your customers! 💡 

Always be learning 

#outbound #coldcaller

We match companies with their PERFECT customer service partner (and get it right the first time!) 🌎 Contact Center Tech Partners, Outsourcing, Strategic Consulting, & Recruiting

We help companies looking to upgrade or outsource their customer service, find the PERFECT partner for their needs without the financial, operational, or time risk.

Companies come to us when:

◥ They have a customer service solution that can’t handle their volume and the quality they want while maintaining efficiency. So they are looking for a new TECH PARTNER.
◥ They are looking to OUTSOURCE their customer service to save on labor, infrastructure, and material costs and ultimately manage risk and have continuity (especially during a time of change such as mergers, downsizing, or management changes).
◥ Ultimately, they are OVERWHELMED with the vastness & complexity of options.
Because they don’t want to end up with a solution that they overinvest in, have a nightmare implementing and that doesn't really solve the problem.

Choosing the right partner shouldn’t be a gamble. That’s why we’re here!

When clients work with us, they find their PERFECT Contact Center Vendor (Tech partner or a BPO company):
✴ Without a single doubt about the suitability of the fit
✴Without a trade-off between price & quality
✴Without the stress of implementing, managing dynamic changes or renewals

All of this is due to our expertise in:

 ➤Making unbiased & data-based needs assessments and partner matches using Speech Analytics & AI (our differentiation!)
 ➤Negotiations that maximize your budget thanks to our strong rapport with vendors
 ➤Creating robust & smooth partnerships through managing your ongoing relationship for the lifetime of the engagement.

And the best part is that
◐You don’t pay a penny – we earn a commission from your chosen vendor
◐ We’re 100% Vendor agnostic – our data-driven approach completely eliminates bias
◐ You get an ROI in record time!

If finding your perfect customer service solution and getting it right the first time, without paying a penny sounds like something you’re interested in, MESSAGE ME TODAY ▲ to book a free chat.

Or learn more at www.optivitynow.com 🌐

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Elliott Garcia

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The Battle

Elliott Garcia

Emily Panek

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Engagements

Likes

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