T i m A. K r a f t
708-***-**** **** Legend Lane Orland Park, IL 60462
******@*******.***
Results-driven sales professional with proven success in management,
startups, recruiting, training, new business development, and customer
service who:
Generated $8 million new revenue in 1 year to dramatically reverse
declining revenue base.
Catapulted lowest-profit region to 1st place in 1 year, outperforming
regions with 3x revenue base.
$5 million revenue and 1st year profitability achieved while establishing
business in new market.
Tenacious and dedicated achiever who gives 110%. Proven ability to thrive
in challenging conditions. Comfortable before diverse audiences.
> Rebuilt $15 million revenue base in 12 months after severe economic
decline.
> Led sales staff to 25% average annual production increases vs. 10%
industry average.
> Exceeded expectations 3 assignments running for hiring and training
goal-exceeding sales teams.
> In Top 1% of 50,000 producers nationwide: earned Franklin Templeton
Group and Pacific
Fidelity President's Club status.
> Top 10 producer, member of Amerus top Producer's Club, and member of
President's Club
within first year while establishing new business in Illinois.
BA Studies, Morton College, Cicero, IL
Licenses: FINRA Series 7, 24, 63, 65, and 66. Variable & Fixed Annuities.
Life, Accident & Health Insurance, Long Term Care.
Extensive knowledge of capital markets, financial instruments, estate
planning, taxes, and related software applications.
Profile
Goal-oriented sales leader with a demonstrated track record of identifying
profitable strategies, marketing ideas to key decision makers, and
overcoming obstacles to profitably execute implementation. Wins confidence
of clients and staff through compelling business acumen, enthusiasm, and
persuasive negotiation skills. Looks forward to applying highly
transferable sales and team-building skills to a new business challenge.
Professional Experience
Investment Advisor, ALLSTATE FINANCIAL SERVICES, 2013-Present, Tinley Park,
IL
> Implementing life insurance and financial services within seven
agencies.
> Training staff and developing various marketing techniques.
Investment Advisor, RABJOHNS FINANCIAL GROUP, 2011-2013, Chicago, IL
> Developed and implemented marketing plan to recruit new clients.
> Created financial plans for clientele.
President, INFINITE FINANCIAL SOLUTIONS, INC., 2006-2011, Orland Park, IL
> Founded a new business as an independent to provide personal financial
retirement planning.
> Designed a seminar program and developed marketing strategies to reach
a large clientele base.
Estate Planner, CLA, 2004-2006, Chicago, IL
> Recruited to lead and develop business in Illinois.
> Established, funded, and implemented trusts.
Financial / Securities Broker, PRIMEX SECURITIES, 1999-2003, Chicago, IL
> Managed and developed brokerage office. Supervised 4 brokers.
> Enhanced and developed office production by 20%.
Financial / Securities Broker, LA SALLE STREET SECURITIES, 1997-1999,
Chicago, IL
Personal Broker / Training Manager, QUICK & REILLY, 1995-1997, Chicago, IL
> Recruited to lead program and transitioned broker role from "order
taker" to "relationship
selling."
> Quickly became #3 producer with only 50% of available time dedicated
to selling.
> Enhanced effectiveness of client mailings by designing innovative and
targeted marketing
collateral.
Manager, Personal Investments, CAPITAL BANK & TRUST COMPANY, 1993-1994,
Chicago, IL
> Launched startup and established investment program operations.
Hired/trained 3 brokers.
> Energized organization, created team environment, and generated $1
million fee income annually.
> Maximized opportunity to promote specialty products and services by
conducting on-site
seminars.
Manager, Investment Group, BOULEVARD BANK, 1992-1993, Chicago, IL
> Led startup of business unit. Recruited/trained staff of 12 and grew
annual revenue to $3 million.
> Transitioned organization to a "sales" culture by developing and
implementing a sales
environment.
> Effectively achieved win-win solutions to conservative team.
Investment Counselor, OLYMPIC FEDERAL SAVINGS & LOAN, 1989-1992, Kankakee,
IL
> Led turnaround taking region from last to 1st place of 5. Eclipsed
regions with 3x larger customer
base.
> Designed training programs that drastically improved referral volume.
Program adopted
companywide.
Stockbroker / Financial Planner, DEAN WITTER REYNOLDS, 1985-1989, Matteson,
IL
> Grew personal portfolio to $20 million and averaged 20% annual
increase in personal production.
> Selected for fast-track management program. Assumed proactive role in
training new brokers.