Sales Representative

Profile Mutual Fund Wholesaling Professional with 11 years of

successful selling experience in the Bank and Independent

Channel looking to expand upon and bring existing

experience to a mutual fund or annuity distribution

company.

Experience Hartford Life Distributors (PLANCO/The Hartford);

Charlotte, North Carolina

REGIONAL MARKETING DIRECTOR 2004 - 2011

Current new mutual fund sales generated totals over $750

million;

Partner with Financial Advisors to host over 200 client

seminars to date;

Assist Financial Advisors in client acquisition and

retention;

Relationships with Advisors at LPL, Wells Fargo Bank,

Raymond James, Financial Network Investment Corp, SunTrust,

Fifth Third Bank, BB&T;

Represent mutual fund, defined contribution investment only

and 529 plans.

internal sales representative team leader 2000 -

2004

Worked closely with external wholesalers in the Bank and

Independent Channel to increase sales via telephone

communication- both incoming calls and proactive outbound

calls:

Conducted follow-up correspondence on meetings;

Requested referrals;

Developed new leads;

Produced sales ideas, illustrations, marketing

materials.

R.H. Donnelley; Wayne, Pennsylvania

CREDIT ANALYST 1999 - 2000

Evaluated small business's ability to obtain credit in

order to advertise in yellow pages;

Worked with external sales executives in the underwriting

process.

Education lindsey wilson college

Columbia, KY - B.A. History 2001

Skills Proficient public speaker, presenting material in a

comprehensive manner;

Motivated self-starter;

Excellent collaborative skills with all members of

Financial Advisors' teams, as well as internal colleagues;

Extensive knowledge of Fixed Income Markets, World Equity

Markets, Alternative Investments, IRA Markets, Defined

Contribution Plans, and Small Business Retirement Plans.

FINRA Series 6 and 63 licensed.

references Available Upon Request

Contact this candidate