Sales Manager

Carl Mendlow

Beverly Hills, CA 949-***-****

***********@***.***

SALES AND MARKETING REPRESENTATIVE

Provides high quality introductions to sales prospects and

strategic alliance partners. Fluent, quick, persuasive,

persistent, versatile. Over 10 years experience working with

private wealth management clients referred by Scottsdale

marketing firm Fidel Communications. Served 3 former Presidents

of the world's most exclusive insurance sales organization.

Experience spans Financial, Legal, IT, Manufacturing, Natural

Resources, Non Profit and Publishing verticals.

M.S. Yale.

Marketing Pitches & Value Propositions Third

Party Marketing

Prospecting Strategic Alliances Capital

Introductions

Inside Sales Deal Sourcing

Fundraising

Representative Engagements

A. Account Executive: Sonoma Risk Insurance Agency Los Angeles,

CA (2012-2013)

. Marketed insurance underwritten by Zurich against the risk of

paying adversary attorney's fees to breach of contract

litigants and their lawyers.

. Set over 1000 sales appointments. Consistently scheduled 5-6

appointments per day and as many as 11 appointments per day.

. Used legal knowledge to dissolve sales resistance by

attorneys and their clients.

B. Marketing Representative: CPAC Evanston, IL (2012)

. Promoted money manager to owners of Chicago business with

over 10m in sales.

C. Sales Representative: CTI Newport Beach, CA (2011)

. Marketed an automated trading system that day trades S and P

futures contracts.

. Qualified and scheduled 246 appointments with potential

customers.

. Earned $4200 in sales commissions in one week on 5 deals.

. Fielded 300-400 calls a day from automated dialer.

D. Marketing Representative: Brunner Financial Services City of

Industry, CA (2010,2013)

. Promoted strategies that protect against market downturns

while sharing in market appreciation.

. Secured over 7 meetings a week for Southern California

adviser.

. Marketed tax free/tax minimization alternatives to 401ks and

IRAs.

. Introduced tax and cost recovery programs to property owners.

E. Marketing Representative: Manchester Properties Irvine,

CA(2008-2009)

. Recruited by $70 million dollar succession planning client to

assist in family auto business.

. Obtained over 800 follow up appointments for Chrysler Dodge

Mazda dealer.

. Generated $1.4 million in additional sales during industry

downturn.

F. Marketing Representative: Marion Consulting Santa Ana,

CA(2007-2008)

. Developed market for wealth management, estate planning,

philanthropic planning, investment advisory, employee

benefits and insurance services.

. Improved on telemarketing, direct mail, referral, trade

association and broader marketing systems and efforts for the

firm.

. Obtained client introductions to auto dealers including

chairman of auto industry trade group and subprime lender

with 50 million dollar tax return.

. Conducted client interviews.

. Doubled size of prospect database. Converted client from

sunset technology to modern CRM system.

. Edited direct mail pieces: improved grammar, word choice and

conciseness.

G. Marketing Representative: Sandler Sales Scottsdale, AZ(2006-

2007)

. Marketed sales training and President's Club to Arizona CEOs.

. Obtained over 100 client meetings.

H. Marketing Manager: Applied Strategies and Counsel Scottsdale,

AZ(2003-2005)

. Marketed practice development idea to accounting firms that

were interested in adding financial services to their

offering.

. Obtained over 100 introductions to Arizona accounting firms

for insurance industry leader.

. Managed lead generation department including market

identification and segmentation, lead collection, database

integration, value proposition, scripting, pre-approach,

calling, presentation, objection resolution, and follow up.

. Wrote collateral marketing materials including industry

analysis and positioning paper, marketing letters, company

brochures and web pages.

I. Sales Manager: Fidel Communications Scottsdale, AZ(2002-2003)

. Marketed prospecting solution to financial advisers.

. Coached nationwide sales force. Diagnosed, tested and solved

client problems with productivity, markets, leads and

scripts.

. Provided technical support to users of Telemagic software.

Modified and maintained website.

J. Marketing Representative: Independent Financial Group

Purchase, NY (1997-2000)

. Developed strategic alliance marketing program to share ideas

between Connecticut based financial planning group and New

York City law firms.

. Obtained over 200 appointments with top estate planning and

tax lawyers, accountants and bankers in New York.

. Scheduled 10-20 sales appointments per week which resulted in

30-40 strategic alliance relationships.

. Promoted ideas like minimum distribution planning and BOLI to

law firms and banks.

Education: M.S. Mathematics Yale University

B.S. Mathematics University of Washington GPA 3.82

Honors: Yale Fellowship, Phi Beta Kappa, Magna Cum Laude

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