Sales Vice President

SEAN POWELL

**** ****** *** ******, *** ***

Virginia Beach, VA 23451

Email: *********@*****.***

Cell Phone: 610-***-****

OBJECTIVE:

To obtain an outside sales position by utilizing sales skills and

cultivating existing interpersonal relationships.

PROFESSIONAL EXPERIENCE

11/2009-4/2011 Lincoln Financial Advisors, Virginia

Beach/Richmond, VA

Managing Principal

. Managed, trained and retained over 40 financial planners in multiple

LFA offices in VA.

. Recruited multiple financial planners in the state of VA.

. Provided leadership and supervision for all planners in my RPO.

. Responsible for coaching all planners to help achieve their sales

goals.

. Planned and conducted quarterly sales meetings to help drive sales.

. Spearheaded monthly "Partnership" meetings for planners to share sales

ideas and best practices.

. Resolved client complaints that have escalated beyond a financial

planner and a client's agreement.

. Prospected and partnered financial advisors outside LFA with LFA

planners to help them aggregate and increase their Life Insurance

business.

. Interviewed and hired multiple staff members and planner assistants.

. Graduate of the Mark Sheer "Tactical Coach" recruiting program.

1/2008-6/2009 LINCOLN FINANCIAL DISTRIBUTORS, Philadelphia, PA

Regional Vice President-401K Sales

. Managed PA, Washington D.C., DE, & MD territory in the Wirehouse,

Independent, Regional, & Bank channels.

. Objectives include: Identifying retirement producers in the territory,

distinguish sales opportunities and generate proposals, staying

abreast of ongoing changes in the retirement marketplace.

. Responsible for prospecting advisors on qualified retirement plan

business.

. Facilitated educational seminars for small business owners.

. Updated advisors about changes in the retirement market.

. Conducted at least 25 meetings weekly to financial advisors within my

territory.

10/2004-12/31/07 LINCOLN FINANCIAL DISTRIBUTORS, Philadelphia, PA

Senior Marketing Consultant

. Developed, built, and maintained client relationships in territories

on the independent planning channel.

. Responsible for raising and retaining assets within a geographic

territory.

. Conducted proactive call campaigns to financial planners to share

sales ideas.

. Processed hypothetical illustrations to the financial planner

community to aid in closing sales.

3/2000 - 6/2004 AIG SUNAMERICA MUTUAL FUNDS, Jersey City, NJ

Regional Vice President, External

Wholesaler PA (2/2003-6/2004)

. Conducted daily presentations to increase sales in territory (both one-

on-one and large group environments).

. Have consistently met sales goals and steadily increased production

numbers monthly.

. Coordinated and personally scheduled minimum 20 meetings per/week.

. Developed and presented unique and innovative sales strategies to

financial advisors to increase sales.

. Successfully constructed and implemented an e-mail database to ensure

proper and timely dissemination of fund information, new products and

promotion.

Accomplishments

. Increased sales 50% within first year of being in Pennsylvania

territory

. Have generated approximately 150 new sales producers annually

Internal Wholesaler (3/2000-2/2003)

. Actively prospected $200 million + for (2) territories to reveal new

high net worth advisors that may benefit from product offerings.

. Presented product comparisons utilizing Investment View, also showed

complementary funds to fit planners current fund choices.

. Attended and spoke when necessary at sales seminars, national

conferences, dinners, and outings.

. Provided product information, gathered market data, and offered sales

support on the inbound marketing line, created and implemented a value-

added call and email campaign to increase relationships and fund

loyalty.

3/1998 - 12/2000 DELAWARE INVESTMENTS, Philadelphia,

PA

Service Associate

. Provided up-to-date knowledge of products on a daily basis, processed

redemptions, exchanges, and purchases based on client's request.

. Crossed-trained as a retirement specialist

. Performed Y2K compliance testing.

LICENSES : Series 7, Series 6, Series 63, PA Life, Health, & Accident

EDUCATION : ASPPA Certification: RFP 1. RFP 2

The Pennsylvania State University-

State College, PA (1994-1998)

BA Economics/Concentration in

Business

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