Sales Manager

R. MICHAEL ROLLINS, CFP

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

Salisbury, NC 28147

704-***-**** - Work

704-***-**** - Work Mobile

abhtza@r.postjobfree.com - Email

QUALIFICATIONS PROFILE:

Performance-driven, insightful certified financial planner with a

proven ability to achieve and exceed all business development and

revenue generating goals in high pressure environments.

. Skilled at consulting with clients to delineate and analyze their

financial situations and develop strategic solutions to further their

financial planning goals.

. Relationship development expertise that compliments the ability to

aggressively build solid client base and drive revenue growth.

. Comprehensive financial planning knowledge in the areas of investment

planning, retirement planning and estate planning with experience in

implementing complex scenarios with proven success.

. Proven leadership and team building skills, coupled with the ability

to direct strong teams in managing customer relationships with

investments, insurance and personal trust services.

BUSINESS EXPERIENCE:

Personal Financial Planning Group - Matthews, NC 2008 to

Present

Certified Financial Planner

Certified Financial Planner in a fee only based financial planning

firm, partnering with accountants, working with individuals and

families providing comprehensive personal financial planning and

investment services as outlined by the CFP Board of Standards.

Allstate Financial Services, LLC - Oklahoma City, OK 2007 to

2008

Financial Services Consultant Sales Leader/OSJ Registered Principal

Managed the state of Oklahoma to meet assigned financial services

sales net revenue, compliant sales standards and recruiting quotas as

set forth by company. Achieved 101% of revenue/sales plan for 2007,

and was at 102% of revenue/sales plan through 2008, by net gains in

recruiting, implementation of financial needs based selling systems

and point of sale assistance.

Nationwide Insurance and Financial Services, INC. - Western North

Carolina

District Sales Manager/OSJ Registered Principal 2004 to

2007

Managed a defined territory within the Nationwide Career system of

Registered Representatives. Achieved a Ranking of 24th out of 172

sales managers and 27th out of 156 sales managers for growth of

revenue, increased net promoter scores and recruiting for 2006 and

2005 by net gains in recruiting, installation and use of CRM and

implementation of financial planning best practices. 2005 Sales

Region of the Year.

American National Bank of Texas - Terrell, Texas 2002 to

2004

Senior Vice President/OSJ Registered Principal

Managed the Wealth Management Program; retail brokerage,

personal/corporate trust and life/property/liability insurance agency,

for a 1.2 billion dollar community bank. Implemented a cultural change

from a product oriented sales group to a consultative financial

planning relationship group increasing revenues from $1,300,000 in

2001 to $6,700,000 in 2003. Additional successful milestones reached

were a Broker Dealer platform conversion, addition of series 6 sales

platform for Banking personnel, conversion of Trust investment trading

and custody platforms and the purchase of 2 Property and Causality

Agencies.

F&M Bank and F&M Investment Services - Salisbury, NC 1997 to

2001

Program Manager/OSJ Registered Principal

Managed the Financial Services Programs and Trust Department for a

community bank. Grew revenues from $360,000 in 1996 to $2,100,000 in

2001 by net gains in hiring registered representatives with a

background in financial planning, raising assets under management

through Advisory or fee-based programs, starting a Personal Trust

Department and implementation of a CRM system. Personal gross sales

production exceeded $531,000.00 for calendar 2001. Million Dollar

Round Table Court and Top of the Table qualifier. Linsco Private

Ledger President's Council multiple year qualifier.

CUNA Mutual Group - Greensboro, NC 1989 to

1997

Conservation Manager/Registered Representative

Acted as a consultant to assigned Credit Union Financial Services

Programs classified as "at risk" that were contracted with CUNA Mutual

Group. Worked with 28 Credit Unions to revise business and marketing

plans and improve registered representative best practices leading to

increased profitability. Prior to being promoted to a leadership

position, worked as a registered representative with an average annual

gross production of $315,000.00. Million Dollar Round Table qualifier.

Golden Rule Insurance Company - Charlotte, NC 1985 to

1989

Brokerage Manager

LICENSES:

FINRA Series 7, 24, 51, 63 and 65. Insurance licensed for Life,

Accident and Health, Medicare Supplement/Long-Term Care and Variable

Contracts

EDUCATION:

Appalachian State University, Boone, NC

Bachelor of Science Degree in Education. Varsity Letterman

College for Financial Planning Certified Financial Planner designation

CFP Licensee since 8/1993, License number 41035

Cannon Financial Institute three-year ABA Regional Personal Trust

School

Certified Employee Benefits Specialist designation

Mark Sheer training courses for Wholesalers; Selling through

Partnering

National Association of Estate Planners & Councils Accredited Estate

Planner designation

Dale Carnegie Sales Training

HOBBIES:

Officiate College and High School Wrestling

10 Meter Air Gun competitor

Avid runner

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