QUALIFICATION HIGHLIGHTS

• Accomplished, results oriented sales professional with exposure to business development, marketing, strategic

planning, client relationship management and customer service

• Proven success leading business development efforts to expand customer bases and increase revenue potential

within organizations.

• Exceptional communication and networking skills with both senior management and potential clients

Business Sales Account Management Team Leadership

Strategic Planning Value Added Solutions Product Design Support

Quota Attainment Client Development Focus Proven Relationship Building

PROFESSIONAL EXPERIENCE

FIDELITY INSURANCE GROUP LANSDALE, PA

Agent SEP 2011 – Present

• Freelance consultant for outside business activities for Fidelity Insurance Group

• Generate client proposals based upon client analysis of overall market performance, client budget and portfolio

expectations

• Maintained product updates and client portfolios on various client software platforms

AXA EQUITABLE BALA CYNWYD, PA

Financial & Business Management Professional MAR 2012 – OCT 2013

• Responsible for the sales and client management of life insurance, variable annuities, mutual funds and

retirement planning products

• Obtained my Series 6 securities license

• Generated over $1.2M in assets

• Managed client portfolios to ensure profit maximization given market performance and client goals

• Constructed and revised client contracts in compliance with in-house Legal, Underwriting and Human Resources

Departments

• Conducted multiple sales and product information seminars for large groups and corporations

• Performed annual in-house audit in compliance with FINRA regulations

LIBERTY MUTUAL INSURANCE GROUP BLUE BELL, PA

Senior Agent JAN 2005 – AUG 2011

• Responsible for the sale of Life, Auto, Home and Property Insurance products for Personal and Corporate

accounts in the Mid-Atlantic region

• Generated more than $3M in premiums

• Opened and managed 4 Corporate accounts ranging from 75-400 employees

• Achieved 40% market penetration in each Corporate account opened

• Ranked #2 for insurance sales in the Mid-Atlantic region

• Received 3 Pursuit of Excellence Awards

• 2009 Mid-Atlantic ‘Life Masters’ Contest Winner for outstanding Life Production

• Liberty Mutual ‘Lamp Lighter Award’ Winner for exceptional Life Production

• 2009 Campaign Management Contest Winner for outstanding Auto and Home Production

• Established relationship with Keller Williams Realty and served as dedicated on-site representative

• Responsible for providing comprehensive insurance packages designed to meet Individual and Corporate needs

• Received more than 75% of possible sales awards for above average performance

• Responsible for the management, training and development of 6 employees

• Proven track record of repeatedly exceeding sales goals

• Recruited 4 Sales Associates who remain with the company with proven success records

• Responsible for training new Representatives and served as a mentor for new Agents

• Completed invitation only Upper Management Seminar resulting in an upper management position upon

completion

HENRY COMPANY KIMBERTON, PA

Sales Representative MAY 2001 – JUN 2004

• Responsible for the sale of roof coating and sealing products for the Mid-Atlantic market

• Helped increase market sales by 30% within the first year

• Organized and executed product knowledge seminars with senior management

• Conducted meetings with internal sales members and regional managers

• Earned Countrywide Intern of the Year Award 2001, 2002

W.R. HICKEY’S, INC. STATE COLLEGE, PA

Sales Representative JAN 2002 – MAY 2004

• Responsible for creating, organizing and producing multiple on-site customer marketing promotions

• Conducted weekly sales meetings to evaluate profit growth and potential market penetration opportunities

• Expanded sales territory through opening of mass market accounts

IONICS, INC. SCHWENKSVILLE, PA

References available upon request

Sales Representative JUN 1999 – JUL 2000

• Responsible for the sale of home water filtration units

• Set company record for most units sold per month in June 2000

• Expanded sales territory through opening of mass market accounts

TECHNOLOGY PROFICIENCIES

• Microsoft Excel, Word, PowerPoint, Access, Outlook

• Industry Sales Tracking Software

EDUCATION

Pennsylvania State University State College, PA

B.S., Business Management DEC 2004

Relevant Courses: Financial Accounting, Marketing, Business Management, Human Resource Management,

Organizational Behavior Management, Management Information Systems

References available upon request

Contact this candidate