NATIONAL SALES EXECUTIVE Resume Example Onpoint Group

NATIONAL SALES EXECUTIVE

Summary

SENIOR SALES / BUSINESS DEVELOPMENT / WHOLESALER Innovative results driven insurance wholesaler and financial services expert with over 15 years of experience in business development, wholesaling and sales management. Long tenures in both the financial services and insurance industries. Proven history of increasing productivity and overseeing exponential sales growth periods in Life Insurance, Annuities, Disability Insurance and Long Term Care products. Exceptional work ethic and commitment to organizational objectives within a highly competitive marketplace. Possess a passion and the natural ability to develop sales, markets and cross-sell through an organized and systematic approach. *Experience in the following: Account Management Advanced Insurance Sales Agency & Brokerage Sales Annuities, All Types Building Broker Networks Business Development C-Level Presentations Coaching & Mentoring Cold Calling Cross-Selling & Up-Selling Disability Insurance Employee Benefits Financial Advisory Group Presentations Insurance Expert Ipipeline Expert Life Insurance, All Types Long Term Care Coverages Marketing Strategies Market Penetration Public Speaking & Relations Regulation & Oversight Quoting Expert Retirement Plans Sales & Sales Training Securities & Investments Territory Sales & Management Training Program Development Wholesale Distribution Winflex Web Expert

Experience

01/2016

NATIONAL SALES EXECUTIVEOnpoint Group － Lewis Center , OH

Target, develop and promote the sale of VFIS Benefit programs to new and existing agents and brokers through national distribution channels.
Responsible for achieving growth, profitability and market penetration objectives.
Partner with sales team by providing technical expertise on pension plans, non-qualified deferred compensation arrangements, life insurance and group benefit products to help grow their assigned territories.
Go-to person for providing expert insight and product information to network of financial professionals so they can effectively offer Glatfelter insurance solutions to their clients.
Make recommendations for product offerings, cross-sell opportunities and marketing strategies, leveraging proprietary services and processes.
Responsible for fostering relationships and personal production to designated group of advisors.
Create and deliver effective sales presentations to promote services and offerings while communicating competitive advantages.
Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with independent agents, brokers and financial advisors.

01/2015

AREA DIRECTORBoston Market － Danbury , CT

Responsible for the growth, training and maintenance of Dental Cooperative clients for the Central Pennsylvania territory.
Manage sales and sales programs within territory which include business meetings, tradeshows, presentations, networking, phone contacts and marketing.
Provide input into marketing campaigns as well as coordinate with other Area Directors and Cooperative vendors to maximize sales opportunities.
Provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality.
Work with office staff and dentists to implement Cooperative programs and train the staff and members on how to effectively implement the programs.
Responsible for semi-annual member meetings held in each area.

01/2004 to 01/2014

BUSINESS DEVELOPMENT MANAGER, DIRECTOR/OWNER & SALES MANAGERNew York Community Bancorp, Inc. － Cuyahoga Falls , OH

Principal and senior financial advisor in independent broker/dealer model.
Grew asset management business to $45 million in assets under management and insurance business to $2.75 million in annual premiums.
Increased the number of accounts by over 500% as well as average account size by 200%.
Oversaw sales & business development, strategic planning, recruiting and marketing that lead to average annual growth rate of 53% for almost an entire decade.
Developed and implemented sales strategy for several new markets.
Managed the successful expansion of multiple business locations and workflow processes.
Identified potential strategic acquisitions and directed financing operations.
Hired, trained and managed a staff of ten financial services professionals.
Implemented financial reports including forecasting functions, cash flow management & budgeting.
Implemented standardized portfolio modeling to increase profitability.
Expanded substantial life insurance practice to include broad financial services platform.

01/2003 to 01/2004

FINANCIAL SERVICES ASSOCIATEPrudential Financial, Inc － City , STATE

Responsible for new business development of financial services clientele.
Developed clients through various marketing methods including: orphaned accounts, cold calling and centers of influence.
Top ranked FSA in the region during first year at firm.
Completed advanced sales training program.

WHOLESALER/MARKETING SPECIALISTInsmax Insurance Brokerage － City , STATE

Target, develop and promote the sale of VFIS Benefit programs to new and existing agents and brokers through national distribution channels.
Responsible for achieving growth, profitability and market penetration objectives.
Partner with sales team by providing technical expertise on pension plans, non-qualified deferred compensation arrangements, life insurance and group benefit products to help grow their assigned territories.
Go-to person for providing expert insight and product information to network of financial professionals so they can effectively offer Glatfelter insurance solutions to their clients.
Make recommendations for product offerings, cross-sell opportunities and marketing strategies, leveraging proprietary services and processes.
Responsible for fostering relationships and personal production to designated group of advisors.
Create and deliver effective sales presentations to promote services and offerings while communicating competitive advantages.
Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with independent agents, brokers and financial advisors.

Education

2017

Masters of Business Administration (MBA)Walden University － City, State

2015

College for Financial Planning, Centennial, CO - Masters of Finance Courses (MSF)

2003

Bachelor of Arts (BA): HistoryLebanon Valley College － City, StateHistory

Skills

acquisitions, asset management, budgeting, business development, cash flow, cold calling, competitive, clientele, client, clients, excellent customer service, Finance, financing, financial, financial advisor, Financial Planning, financial reports, FSA, forecasting, insurance, marketing strategies, marketing, market, meetings, office, modeling, network, networking, new business development, presentations, processes, quality, recruiting, sales, sales training, strategy, strategic, strategic planning, phone, workflow

Additional Information

ACCREDITATIONS, AWARDS, DESIGNATIONS AND LICENSES Gross Dealer Concession of $550,000.00 - 2013 (Top 1% of the industry) Leaders Council, Leaders Conference Top 100 Advisor, 2012 - 2013 Million Dollar Round Table Qualifier, 2004, 2006 - 2013 Prudential's Gibraltar Sales Award, 2004 General Securities License - Series 7, 2003 Registered Investment Advisor - Series 66, 2003 Life & Health Insurance Licenses - Currently Licensed Multiple State Lebanon Valley College, Phi Theta Kappa Scholarship Recipient, 2001-2003

Resume Overview

School Attended

Walden University
Lebanon Valley College

Job Titles Held:

NATIONAL SALES EXECUTIVE
AREA DIRECTOR
BUSINESS DEVELOPMENT MANAGER, DIRECTOR/OWNER & SALES MANAGER
FINANCIAL SERVICES ASSOCIATE
WHOLESALER/MARKETING SPECIALIST

Degrees

Masters of Business Administration (MBA)
College for Financial Planning, Centennial, CO - Masters of Finance Courses (MSF)
Bachelor of Arts (BA) : History

NATIONAL SALES EXECUTIVE Resume Example

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