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Managing General Agent Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Innovative, energetic, charismatic sales professional offering outstanding presentation, professionalism and powerful communication and relationship building skills. Experienced multi-discipline professional offering an astute understanding of the mechanics of the financial services industry, and the art of sales. Adaptable, coachable and eager to learn and grow with new opportunities.

We seek an individual with a proven track record of stellar sales in software consulting and services. A strong and identifiable list of c-level contacts and leads within the Fortune 500 arena combined with a history of excelling and over achieving sales targets are essential requirements for this position. In this extremely visible sales role, your mission is to exclusively cultivate new business while having responsibility for:

Developing a new client base while meeting or exceeding sales revenue and profit goals

In this role, you will be responsible for identifying, developing, and closing new subscription agreements with some of the largest and most reputable firms in the market. The role requires business development professionals to successfully bring new clients onto the company platform while developing a new business pipeline and meeting or exceeding monthly net sales quotas and quarterly milestone goals.

· Sales motivated, team-focused attitude, and willingness to collaborate with peers, product management, and internal key constituents at the firm

. The ideal candidate will have experience in B2B sales, as well as skills related to strategic analysis and marketing. You will be responsible for identifying leads and developing client relationships.

A successful Associate Business Development Director (AI Solutions) will have solid sales & client management and problem solving skills, and the ability to build strong relationships with client and internal teams in multiple geographies.

· Outstanding oral and written communication, interpersonal, influence and negotiation skills Strategic thinker and hunter mentality who takes initiative and is capable of hands-on problem solving as well as ability to generate ideas and solutions.
Executive presence - able to represent ForgeRock to partners' C-level stakeholders.
A strong communicator and presenter, who possesses strong negotiation skills as well as sound interpersonal skills, with the ability to influence at senior levels to both internal and external audiences.

· Solid communication and interpersonal skills; ability to be personable yet persistent.

Excellent problem-solving and analytical skills; developed business judgement.

You must be an ambitious self-starter who is organized and details oriented with excellent communications skills and a passion for healthcare. *Most importantly, you must be willing and eager to collaborate with C-level and executive association managers, physician leaders from prestigious medical associations, and their supportive staff by email and on the phone at a regular cadence.*

· You are incredibly self-motivated, tenacious, and appreciate uncapped potential

· You possess the desire and ability to effectively build and manage a team

· You have a strong entrepreneurial mindset

· Your track record indicates successfully generating new business and building relationships, proven through repeat client business

The ideal candidate is an accomplished leader with a strong background in selling technology, experienced at influencing innovation with technology partners and with the presence to engage executive decision makers. You will have strong business development, product management, strategic alliances, and entrepreneurial skills. You can demonstrate an ability to think strategically about new business models, solution selling, and show prior solution and program successes.

· Excelling. Backed by a track record of success, including: selling at the enterprise level, positioning and selling professional services engagements, consistent quota achievement and expertise selling into the Financial Services industry

· An Effective Presenter. Experienced delivering in-person presentations to multiple audiences Strong communicator and influencer:
Ability to craft unified messages across different audience types; partners, team, collaborators, executives, etc.

In this extremely visible sales role, your mission is to exclusively cultivate new business while having responsibility for:

· Developing a new client base while meeting or exceeding sales revenue and profit goals

· Establishing account presence and building trust with key contacts

· Winning long term consulting and software development contracts in diverse verticals

· Developing a differentiating and effective sales approach to reach C level executives

· Becoming a key member of Netpace’s sales team responsible for demand generation, lead qualification, and overall account penetration

The role requires business development professionals to successfully bring new clients onto the company platform while developing a new business pipeline and meeting or exceeding monthly net sales quotas and quarterly milestone goals.



Skills
  • Group presentation and effective engagement
  • Personable and persuasive communication skills
  • New business development and strategic account management
  • Account acquisition, Turn-­around of under-­performing accounts
  • Strong evaluator of talent, and market opportunities
  • Prospecting, marketing and closing
  • Following up and following through on commitments
  • Experienced and skilled across several digital communication and database and CRM platforms including Microsoft Word, Excel, and PowerPoint, Sales Force 5 years plus of proven Business Development expertise in developing strong technology / channel partners

· Demonstrated ability to lead and manage multiple projects with a broad range of internal and external constituents simultaneously.

· Proven track record of handling complex negotiations with multiple stakeholders.

· Demonstrated knowledge of Google Ads products and the Marketing Advertising and eCommerce ecosystems.

· Solid communication and interpersonal skills; ability to be personable yet persistent.

Excellent problem-solving and analytical skills; developed business judgement

  • Deliver both in-person and web-based presentations to physician leaders and executives from prestigious medical societies and associations
  • Build relationships with key stakeholders and organize the strategy towards forming strategic partnerships

· Communicate effectively (verbal, written, presentation skills) with all levels of associates, HQ personnel, management, partners and clients.

· Your track record indicates successfully generating new business and building relationships, proven through repeat client business

· Leveraging and developing meaningful relationships across large organizations, primarily in financial services in the Bay area

· Actively seeking to understand industry trends to help position against competitors Ability to draw upon and leverage past learnings and : Ability to analyze, learn, and understand situations quickly and holistically and focus on the activities that matter the most
Quick to learn
: Ability to deal with many partners with varying needs across multiple product categories while coordinating with various internal teams
Strong communicator and influencer:
Ability to craft unified messages across different audience types; partners, team, collaborators, executives, etc.

observations in finding opportunities to solve problems and drive growth

  • Previous experience in a similar sales consultant / field sales role or strong B2B telesales experience with the ambition to move into a sales / business development position.

Extensive Industry contacts and the ability to onboard new accounts/logos

· Excellent verbal and written communication skills

· Comfortable in making presentations to C-level or technical audiences

· Effective sales, marketing and project management skills

· Strong business development and prospecting skills

· Strong and verifiable contact list is a big plus

· Strong desire to develop new business contacts

· Meet and exceed sales KPI metrics for emails, calls, meetings and demonstrations

· At least 3 years of sales and / or account management experience (in a similar discipline preferred: financial services, alternative investments, business to business SaaS sales, solution selling)

· Excellent interpersonal, verbal, and written communication

· Proven track record in hitting quota and retention targets

· Organized, detail-oriented with the ability to prioritize and respond quickly

· Negotiation skills as it relates to renewal upsells, cross-selling, and additional product add-ons

· Highly proficient in MS Office Suite and CRM systems. Experience with Salesforce is preferred

· Working knowledge of the financial market data space, alternative assets, and financial services industries

· Sales motivated, team-focused attitude, and willingness to collaborate with peers, product management, and internal key constituents at the firm

· Bachelor's Degree in Finance, Business or related field required

· Proven experience in an outside sales role meeting customers and prospective customers in-person. Strong presentation skills are essential

  • Proven experience defining project logistics, resources, and production processes
  • Excellent planning, organizational, and communication skills
  • Excellent written and verbal communication skills in English
  • Independent, self-motivated, results-oriented, and dynamic

· Good working knowledge of marketing and digital including digital insights, social media, advertising, marketing automation, design and web

· Demonstrated success in achieving sales targets and developing new business

Solid list of contacts and strong desire to network externally and build new relationships

Work History
01/2015 to Current Managing General Agent Addus Homecare Corporation | Auburn Hills, MI,

• Identify, qualify and track targeted opportunities for the company to achieve growth in targeted markets and with targeted clients, in alignment with business strategy and quarterly sales targets

• Substantially grow and maintain a pipeline of viable prospective new client prospects and opportunities
• Collaborate with internal teams in order to ensure that assignments are built for profitability and that client needs are met
• Keep abreast of industry, economic/business trends and advancements that may affect potential new business opportunities, and apply knowledge in a timely and effective manner; help FINN continue to innovate

• Become a subject matter expert on our business products, processes and operations, and remain up to date on industry news

• Build a strong working knowledge of competitive intelligence space and company product positioning
• Develop company product, technical, and alternative investment market knowledge
• Present company products and services to clients, peers, and management as it relates to performance and planning

• Develop pipeline of new business opportunities within a defined sales territory
• Provide perspective new business clients with an understanding of the company's products and offerings while developing new, relationships with key stake holders at each firm. This is executed by garnering a deep understanding of client's business models and needs in order to provide solution(s) that will add value to their business objectives
• Manage the sales process from beginning to end. This includes securing introductions with decision makers while also providing support to users across all departments and divisions on potential new clients.
• Occasional travel to client sites/events/conferences within territory (travel up to 50%)
• Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person or via phone)
• Accurately report internal administration: CRM activity log, sales pipeline forecasting, monthly reports to management, renewal planning and proposal preparation

• Deliver both in-person and web-based presentations to physician leaders and executives from prestigious medical societies and associations

  • Leverage social media and online sources to build productive relationships and prospective sales and recruiting opportunities
  • Presented financial well-being education to groups of over 200 people to cultivate new business and increase financial knowledge of customer base
  • Created in-bound client inquiries by using direct marketing techniques, including mailings, group texts, QR Codes and phone contacts
  • Created sources for continuous client referrals within business, educational and faith based communities and using relationship building and relentless follow up and follow through
  • Conduct one-on-one and group fact-finding appointments and consultations to determine client needs and suitability from a fiduciary standpoint
  • Project and personify a professional and personable sales presence, and deliver client focused sales presentations to employer groups, associations and individuals
  • Execute agency and sub agent strategic marketing plan and ensure sales and financials goals are achieved within specified timelines
  • Cultivated strong relationships with leaders and members of the faith based, business, and educational community
04/2013 to 05/2015 Agency Director Cam Services | San Diego, CA,
11/2007 to 05/2013 Area Manager Colonial Life & Accident Insurance Company | City, STATE,
  • Broad-ranging authority and accountability for all aspects of sales, service, marketing and team recruitment and development
  • Specialized in work-site marketing of voluntary benefits in the Education, Healthcare and Government sectors
  • Obtained TSA civilian security clearance for vendors
  • Allowed in restricted areas at local airports, Federal Prison at Milan, and Detroit and Ann Arbor VA hospitals
Education
Expected in MBA | Public Administration University of Phoenix, Southfield, MI, GPA:
Expected in Bachelor of Science | Criminal Justice Western Michigan University, Kalamazoo, MI GPA:
Accomplishments
  • Collaborated with team of [Number] in the development of [Project name] .
  • Documented and resolved [Issue] which led to [Results] .

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Resume Strength

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Resume Overview

School Attended
  • University of Phoenix
  • Western Michigan University
Job Titles Held:
  • Managing General Agent
  • Agency Director
  • Area Manager
Degrees
  • MBA
  • Bachelor of Science