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 

BDR Lifer @ Kaleyra | Omni-Channel | Process Improver

We help manage, digitize, and archive your documents including invoices, contracts, or other client and employee files.

We integrate and work well with many systems such as Microsoft Teams, Outlook, SalesForce, and SAP.

Here are more details about our fantastic partnership with SAP:

Seamless Integration: Delivers unstructured content directly into SAP applications (including S/4HANA, ERP, SuccessFactors, and Customer Experience) for real-time access and improved process agility.
 
Cost Optimization: Streamlines data archiving and document management, reducing IT infrastructure complexity and associated costs.
 
Accelerated Cloud Adoption: Supports fast and simplified transitions to SAP cloud platforms, including RISE, Grow, and S/4HANA with SAP, and enables cloud-to-cloud connectivity.

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Elliott Garcia

🏖 Shawn Kipnis

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