Sales Account Executive
Resume:
E lizabeth Rebecca Har ris
*** * ******** ****** ** #1372
Atlanta, GA 30318
Ehar ******@*****.***
P rofile
Goal oriented, self-starting sales professional who is highly motivated to build
relationships, develop marketing and sales strategies while building name
recognition and expanding market share by using my experiences in sales,
marketing, customer service, and communications.
P rofessional Experience
November 2010-Present
Branch Bank and Trust (BB &T)
Atlanta, GA
Vice President, New Business Development for Retirement and Institutional
Services
• New Business Development and Sales of Retirement and Institutional Trust
w hich includes which includes 401(k), 403(b), 401(a), 457, DB, Corporate
T rust Escrow Accounts and Deposits, Insured Deposit Programs, Investment
A dvisory Services, Investment Management Services, Flexible Spending and
Health Savings Accounts, Philanthropic Trust Accounts for Not-For-Profit
Agencies, Actuarial Services, and Document Custody Services
• In ternal marketing, and lead development for BB&T’s Institu tional Services
to increase sales pipeline using web based systems and internal management
system, IRM 360
• Develop strategies to market and brand BB&T’s name into the employee
benefits market as part of an internal Senior Leadership Team
• Conduct seminars and presentations about BB&T’s products to key decisions
makers and business owners as well as professional groups and boards of
d irectors to obtain and secure new business
Achievements
• Sterling Performance Quarter II of 2011 for obtaining 100% of quarterly goal
• Through July 2011 secured $140K in new business revenue against a goal of $250K
March 2005-Nov 2010
M utual of America L ife Insurance Company
Pittsburgh, PA
Retirement Sales Account Executive
• Sales, marketing, and lead development for employee benefits and
i nstitutional asset management
• Managed and maintained relationships for 135+ clients in excess of $67mm in
employer and employee assets
• Consulted and assisted employers on developing plan design strategies to
i mplement new employee benefits plans or improve existing plans
• Conducted enrollment, plan implementation, and educational meetings for
clients as a group and individually
• Developed Pipeline of sales opportunities by direct cold calling into the
market place
o 200-300 cold calls per week, securing 1-3 new name prospects each
week for lead development
• Developed a fact finding tool to gather information about cold prospects to
build relationship and quantify the sales effort which was used company wide
• Mentored new employees in developing scripts for cold calling and presenting
sales materials at a cold prospect meeting
• Maintained in ternal contact management system for lead development and
p rocurement of new business opportunities
• Cross-sold many existing clients additional lines of business
Achievements
• Promoted internally each year after becoming licensed based on the new
business sales
• CONSULTANT, 2005-spent first 9 months training and getting licensed, ended the year
obtaining 30% of first year goal
• CONSULTANT, 2006-sold 203% of my individual goal in taking over existing retirement
plans at $3,488,867 of new business plus one start up SEP plan and one start up 401(k),
produced $2,720,782 in IRA Premiums
• SENIOR CONSULTANT, 2007-sold 160% of my individual goal in taking over existing
retirement plans at $3, 360,000 of new business plus one start up 401(k) plan, produced
$500,000 in IRA Premiums
• ACCOUNT EXECUTIVE, 2008-sold 165% of my individual goal in taking over existing
retirement plans at $4,453,081 of new business plus 2 start up 401(k) plans and 1
$100,000 Institutional Services Account (Individual IRA products were no longer sold by
group sales reps)
• SENIOR ACCOUNT EXECUTIVE, 2009-sold 125% of my individual goal in taking
over existing retirement plans at $3,865, 749 of new business plus 3 start up 401(k) plans
• SENIOR ACCOUNT EXECUTIVE, 2010-was on my way to obtaining 150% of my goal
but left before year end
• Sold 25 retirement plans and obtained in excess of 20M in premiums from taking over
existing plans throughout my tenure
• Obtained the Chartered Retirement Planning Specialist Designation in 2007
• Spoke at the National Sales Conference in West Palm Beach Florida to the entire sales
and marketing team on 401(K) lead generation and sales
• Consistently in the top 10% of sales persons throughout the company of an employee
base of 130+
• Won an incentive Trip to Scottsdale Arizona for being a top 3 office in production in 2007
Dec 2003-March 2005
Sky Investments / National Planning Corporation (NPC)
Pittsburgh, PA
Sales Assistant
• Assistant to 10 sales representatives in a fast paced sales and marketing
environment
• Acted as liaison between executive office, clearinghouse-financial institutions
and clients to ensure proper communication and direction of financial
t ransactions
• Administered all client paperwork with a strong attention to detail in
accordance with SEC compliance regulation
L icenses and Designations
FINRA Series 6 and 63
Pennsylvania State Insurance
Certified Retirement Planning Specialist
Education
Clarion University of Pennsylvania, Clarion, PA
Bachelor Science, Communications
Member of Delta Phi Epsilon Sorority
Graduated, May 2002
References
Jarrad Soscia, 412-***-****, Account Executive, IKON Office Solutions
Nicole Stedina, 724-***-****, Administration, Mu tual of America
David Cleland, 804-***-****, Vice President New Business Development, ITS,
B B&T
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