Sales Manager

MARK R. MASSIE

**** *** ****** *****, **** Breeze, FL 32563

W: 850-***-**** ***********************@**********.***

REGIONAL VICE PRESIDENT _

PROFESSIONAL SUMMARY

Investing ~ Finance ~ Economics ~ Capital Management

Skilled financial professional with ten years of comprehensive investment experience. Strategic leader adept at marketing

investment solutions. Manages multiple projects with diligent analysis of relationships, marketing and budgeting indicators.

Proficient in evaluating investment opportunities and quickly comprehending the financial marketplace. Compelling

performance in new business development, relationship networking and cross marketing.

CORE COMPETENCIES

Consultative Sales ~ Negotiation ~ Seizing Market Opportunity ~ Advisor & Retail Consultative Questioning

Budget Design & Implementation ~ Portfolio Design ~ Financial Analysis ~ Strategic Planning

Retail & Wholesale Marketing ~ Public Speaking ~ Networking ~ Team Development & Leadership ~ Problem Resolution

Market Development ~ Startup & Rehabilitating Territories ~ Revenue & Profit Growth

Selling Agreements ~ Firm Level Product Placement

Open & Closed End Mutual Funds ~ Separately Managed Accounts ~ IPOs ~ Fixed & Variable Annuities

Life, Health, Long-Term Care, Disability Insurance

PROFESSIONAL EXPERIENCE

INDEPENDENT FINANCIAL SERVICES RECRUITER

Financial Career Searches – Nationally

(October, 2010 – Present)

• Utilize network identify & qualify possible career candidates for multiple high-end executive search firms

• Sourcing Financial Wholesalers, Key Accounts Managers, Desk Managers, Sales Managers

• Retain searches for positions with compensation of $100,000 or more

• Consult candidates with presenting themselves more effectively to potential employers

INDEPENDENT INSURANCE & RETIREMENT CONSULTANT

USA Benefits Group & National Brokerage – Nationally

(September, 2010 – Present)

• Marketing multiple lines of personal insurance – Life, Health, Long-Term Care, Disability

• Communicating with prospects via virtual environment using phone and internet presentations

• Building team of producers by recruiting proven sales talent

REGIONAL VICE PRESIDENT

Genworth Financial - AL, FL, GA

(November, 2008 – March, 2010)

• Rehabilitated AL, NW FL, SW GA combined territory sales for Variable and Fixed Annuities

• Independent & Regional B/Ds, Wirehouse, RIA Distribution Channels (All Channels)

• Leveraged existing relationships & prospected new advisors to drive sales in previously uncovered firms

• Doubled year over year sales by end of 3Q09

• Created and implemented T&E marketing budget of $70,000, hosted national speakers in region with auxiliary budgets

REGIONAL VICE PRESIDENT

ING Funds Distributor, LLC. & ING Investment Management - AL, FL, LA, MS

(January 2006 – October 2008)

• Built start up territory for ING Funds; year over year Growth +75%

• Responsible for marketing and support of Mutual Funds, Closed End IPOs and SMAs

• Provided service, support, and solutions to Independent, Regional Wirehouse, Bank and RIA Producers

• Built National Account Relationships with Branch, Regional and National COIs

Mark Massie Page 2

• Created and implemented T&E marketing budget of $60,000

SENIOR REGIONAL SALES REPRESENTATIVE

ING Funds Distributor, LLC. - Scottsdale, AZ

(January 2005 – January 2006)

• Supported state of Florida with two external partners to market Mutual Funds, Closed End IPOs

• Developed advisor prospects for ING fund sales in territories via telephone, email, mailings, teleconferences

• Partnered with multiple external wholesalers for consultations, presentations, relationship development, support

• Traveled to support external sales efforts on limited basis regionally

FINANCIAL REPRESENTATIVE

Northwestern Mutual Financial Network – FL Panhandle & Greater Phoenix, AZ

(June 2001- January 2005)

• Built clientele through cold-calling, seminar presentations, referrals, networking

• Provided holistic wealth planning solutions & implementation strategies for small business and professionals

• Sourced, recruited and mentored college students and recent graduates in NMFN college internship program

• Earned Disability Specialist Title

DISTRICT SALES MANAGER

Cornerstone Marketing, UICI – FL Panhandle

(June 2000 – June 2001)

• Recruited, trained and mentored dynamic team of life, health and disability insurance representatives

• Marketed individual health insurance solutions to small business owners and individuals

• Doubled personal production in every quarter, resulting in fast start promotion to District Sales Manager

ASSISTANT GENERAL MANAGER ~ UNIT OPENING TEAM LEADER

Ruby Tuesday, Inc., AL, AZ, FL

(October, 1995 - September, 1998)

• Managed 5 Star Opening Team for new restaurant units in multiple states

• Responsible for project design & implementation, staffing, training, P&L for openings of multiple units

• Experienced in front and back of house design and management.

• Executed staffing and inventory management "Turn Arounds" at two units

EDUCATION

University of West Florida ~ Pensacola, FL

(August 1988 - May 1989 / August 1990 - May 1995)

Lock Haven University ~ Lock Haven, PA

(August 1989 – May 1990)

BS/BA Management Science

Completing

LEADERSHIP ACCOMPLISHMENTS TRAINING

• Graduate Top Decile United States Marine Corps Officer Candidate School, Quantico, VA, 1993

• Top ING closed-end fund IPO sales team IBD/Regional channels, raised $100MM+ for "IGD" & “IGA”, 2006

• ING RVP Training, Richardson Consultative Training, Sequoia International Training, Sandler Sales Training

• Named to NMFN Internship Program as mentor and recruiter – Consistently ranked #1 program in nation

• Named 5 Star & Lead Manager for restaurant unit openings, 2005-2008

• "Leadership Center", "Legendary Service" and "Gold Standard Training", Ritz-Carlton Hotels

• 1999 "Malcolm Baldrige National Quality Award", Ritz-Carlton Hotels, Co-Captain of review team winners

• Leadership roles in Sigma Alpha Epsilon Fraternity, Vice President

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