Sales Representative

Jonathan T. Anderson

* **** ****** *****

Hawthorn Woods, IL 60047

***********@*******.***, 224-***-****

Summary: Competitive, incentive-driven retirement services sales specialist with 5 years

experience in retirement sales and financial services. Very strong relationship builder.

Exhibited success at networking and prospecting sales territory. Extensive sales network in

Northern Illinois and Northern California.

EXPERIENCE:

StanCorp Financial Group Walnut Creek, CA

Pension Consultant 8/2008 – 11/2010

• Sales success in both qualified and 403(b) retirement plans,

unregistered Group Annuity product and NAV open architecture

investment platform..

• Assisted intermediaries and plan sponsors in evaluating their existing

mutual fund performance and expenses, [both internal and external].

• Successfully partnered with intermediaries in developing 401(k)

revenue as part of their sales and income strategy.

• Successfully developed non-prospected territory for The Standard,

(Sacramento, Fresno and Reno), building a loyal following of

insurance agents, securities brokers, R.I.A.s and Third-Party

Administrators.

• Developed a successful cross-selling relationship with Standard’s

Employee Benefits Specialists throughout my territories. I was the

first Retirement Sales Representative many of these Benefits

Specialists had decided with which to partner.

• Worked the Northern California UBS, Wells Fargo, LPL, and Schwab

networks giving several dozen presentations to local branches in

seminar format.

• Learned the installation process for both qualified and 403(b)

retirement plans, start to finish, on all of my initial sales.

• Conducted presentations and sales seminars for large Third-Party

Administrators.

Chicago Board of Trade Chicago, IL

Clerk for a local Trader/Fund Manager, Thomas Willis 11/2006 –

8/2008

• General assistant, (Assisted in executing orders)

• Learned the Commodities trading business from one of the most

successful traders and fund managers in the industry, Tom Willis.

Careerbuilder Chicago, IL

Online Account Specialist, Integrated Accounts Group 3/2006 – 11/2006

• Corporate Sales

• Cold-calling small/mid-size companies’ CEOs, CFOs, and Human Resources

• Consulting with small/mid-size businesses on effective recruiting.

• Commended for high activity and exceeding “phone call”, appointment and sales goals

EDUCATION:

University of Wisconsin, School of Journalism Madison, WI

Bachelor of Arts in Journalism and Mass Communication December 2005

• Recipient of Alliant Energy Advertising Competition Award, including

special commendation for presentation.

• Extensive coursework in writing, market research and media

Central European University Budapest, Hungary

Study Abroad program Summer 2004

• Coursework in Eastern European Medieval History

Licensing

• Series 3, 6, 63, 65

• California Life-Only Insurance License

AREAS OF EXPERTISE:

• Public Speaking and Sales Presentations.

• Cold-calling and prospecting.

• Partnering with financial advisors in developing strategic fund lineups

for each 401(k) opportunity.

• Extensive knowledge of NAV open-architecture and Group Annuity

investment formats, mutual fund families and comparisons.

• Strong relationship builder. Very good at working with intermediaries

and associates that others find difficult

• Creative, “Outside of the Box” approach to territory and intermediary

development

• Organizing and hosting social and educational events

Contact this candidate