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Sales Manager

Location:
New York, NY
Posted:
October 12, 2015

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Resume:

STEPHEN CARTER MBA - USA Citizen

*** ************ ******, ********, ** 11249 • Phone: 347-***-**** • E-Mail: acr173@r.postjobfree.com

STRATEGIC PLANNING, SALES MANAGEMENT, RELATIONSHIP BUILDING

Professional Profile

Internationally experienced Senior Vice President Level Executive, who has been responsible for closing $500m p.a. of business sales and managing staff.

A proven track record in exceeding sales targets, leading with energy and encouraging the best out of colleagues in a high performance culture.

Comprehensively trained over 17 years in Presentation Skills, Sales Process, Management, Capital Raisings, SMA, Investment and Insurance product sales, ensuring consistency by applying structure to exceed sales expectations.

A thought leader, formally educated by Australia’s top business school, an MBA qualified Professional, specializing in Investment Banking, M&A, Negotiations, Business and Corporate Strategy, Marketing and Brand Management.

Proven success in pitching recommendations to Boards, in 2014 ‘Queen Victoria Market’ approved recommendations pitched on a $250m rejuvenation project, produced from research conducted on consumer behavior.

Key Skills gained from MBA Program

Strategic Analysis

Advanced Negotiator

Competitive Analysis

Financial Statement Literacy

Pitching to C-level Executives

People Leadership

Professional Experience

Senior BDM – Internal & External Wholesaler 2008 – 2015

BT Financial Group

Melbourne

Lead by exceeding targets by 25%, mentored direct reports and created a winning culture

Secured and grew a client base of over 60 financial services firms incorporating over 120 advisors with $3 billion of funds invested in products

Built a sustainable growth path for clients’ businesses by assisting them develop and execute effective marketing plans, identifying and resolving business inefficiencies

Up skilled clients staff at all levels to ensure efficiency gains and profitability were realized from features and benefits of the range of superannuation, pension, and investment products

Exceeded growth targets based on net flow volumes of $200 million p.a. by targeted, high activity with prospective clients whilst further developing existing clients

Strong communication skills applied to technical training on Capital Protection and Self-Managed Super Funds, making the complex simple and compelling

Consultant – Consumer Behavior 2014

City of Melbourne – Queen Victoria Market

Melbourne

Provided critical consumer insights that assisted in decision making on how part of a $250m project was to be allocated, to achieve higher revenue

Project Managed in a very limited time-frame a successful high quality report

Executed and gained approval on a written and physically presented a proposal to the QVM Board of Directors

Applied multiple survey techniques that provided rich information and assisted in providing recommendations that were relevant and of the highest standard

Sales Consultant – External Wholesaler 2008 – 2009

BT Financial Group

Sydney

Exceeded sales targets by identifying strategic and economic benefit to both parties

Problem solved via product solutions, needs based sales

High activity coupled with targeted activity to gain results from prospects

Developed professional presentations successful in conversion

Applied effective, efficient techniques to prospecting by networking with other industry participants to identify new opportunities

Excited customers by running marketing and entertainment events

Gained word of mouth referrals by identifying win wins, growing advisers business via product usage

BDM – External Wholesaler 2007 - 2008

Centro Properties Group

Sydney

Assigned to top national dealer groups in NSW

Company representative at PD days due to proven techniques of gaining high numbers of warm leads

Trusted with meeting National capital raising requirements within required time-frames

Achieved targets for new products by identifying early adopters

Maximize new business opportunities by reducing lead time

Identified and implemented ways to improve service to investors, increasing loyalty

Implemented feedback loop, providing relevant market feedback to assist the marketing effort

Distribution Support Manager 2005 – 2007

Aviva Australia Ltd/Navigator Australia Ltd

Sydney

Strong communication skills applied to training on financial planning software and online transactions

Ensured continuity of service by aiding in portfolio construction and asset class research

High level of professional face to face adviser sales appointments

Developed and presented para-planning seminars

Created warm leads at PD days and built professional brand at industry sessions

Increased customers back office efficiency by diagnosing issues and developing solutions

Developed and executed BDM 90 day and 1 year activity plans

Clear and effective production reports resulting in action, performance tracking

Other Professional Experience

Insurance Administrator 2003 – 2005

Platform Investments & Wholesale funds administrator

Platform Unallocated Funds administrator

Wholesale Intermediary Support

Colonial First State

Sydney

Adviser and Para-planning Manager 1999 – 2003

Arlington House Financial Planning & Investments

Townsville

Accolades

Winner of State BDM of the Year 2014 – BT Financial Group

Winner National BDM of the Year 2011 – Asgard

Recommendations adopted from a Consulting report to City of Melbourne for $250m Queen Vic Market renewal project

Exceeded targets during GFC by 25% - BT Financial Group

Presented business coaching concepts to 300+ Financial Planners at the FP Association Chapter Events

Assisted in selling Navigator’s 2nd largest Investor the platform and successfully maintained the relationship over 3 years

Completed multiple transition sales totaling over $150m of new funds administered

Formal Education

Master of Business Administration – Melbourne University

Business & Corporate Strategy, M&A, Leadership, Financial Analysis

Bachelor of Business, James Cook University

Major in International Business/Management

Diploma of Financial Services (FP) PS 146 compliant

Entry Level Competencies

Risk Management

Investment Planning 1

Superannuation and Retirement Planning

Estate Planning

Professional Training & Development

Communicating Effectively - Maura Fay

Presentation Skills - Rogan

Investment & Financial Service Certificate - Kaplan

Sales Training Program - Phuel

Developing Future Leaders Program - BT Financial Group



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