Sales Management
Resume:
Stanley A. Butler
**** ********* **** **** #**** Jacksonville, FL 32256
*******.******@*****.***
Relationship Management/ Consultative Sales
Investment Consulting - Relationship Management - Business Analysis- Multi-
cultural Marketing
Experienced Client Management Representative with demonstrated team
leadership, high quality interactions, and consistent performance in all
key areas ~ Exceptional phone skills, cold calling to build contacts,
consultative sales, and relationship building to elicit client confidence
in proposed solutions ~ Business insight/ analytical skills to facilitate
problem solving and business development ~ Demonstrated aptitude in needs
assessment, guidance interactions, client management, and product
presentation resulting in Top Site Sales Stack and 7th National Stack Rank
for Advisory Sales in 4th Quarter ~ 2009 Excellence in Action Award for
2nd and 4th Quarter ~ Top 20% Nationally for Turn Here Sales Campaign ~
Green Across the Board for 2009 ~ Top 20% Nationally and 3rd Site Rank for
Q1 2010
Professional Experience
Fidelity Investments - Jacksonville, FL
2006 to 2010
Client Management Representative
Served as point of contact for advisory service clients ~ Conducted welcome
calls to review recommended portfolio strategy, completed annual strategic
reviews to ensure proper ongoing allocation, and responded to questions
related to performance, fees, and reallocations ~ Utilized interpersonal
skills to develop client relationships and offer solutions from array of
investment products ~ Involved high level of organization and time
management to optimize availability for inbound/ outbound client
interactions ~ Consistently exceeded departmental goals by focusing on
the client experience to generate guidance activity and sales results ~
Demonstrated leadership in fostering team success by heading up
organizational change efforts
Blue Cross Blue Shield of Florida - Jacksonville, FL
2001 to 2005
Life/Health Insurance Agent
Engaged as bi-lingual (Spanish) sales consultant for medically underwritten
insurance products, Medicare supplement insurance, and individual ancillary
products ~ Used relationship management skills and product knowledge to
assess health care needs, analyze problems, and offer personalized
solutions from the array of BCBSFL products ~ Contributed to the high
persistency of health business by carefully selecting risks based on
knowledge of medical underwriting guidelines ~ Utilized strong
interpersonal skills to develop cold call opportunities and to gain
referrals and maximize sales performance ~ Exceeded sales goals for all
lines of business ~ Gained recognition as high performer and selected to
participate in special projects
Merrill Lynch Insurance Group - Jacksonville, FL
1998 to 1999
New Business Analyst
Participated with members of multi-functional team to ensure accurate and
timely processing of annuity contract enrollments in compliance with
stipulated S.E.C guidelines ~ Analyzed annuity documentation to ensure the
fulfillment of legal requirements for new business ~ Developed strong
relationships with external financial consultants and administrative
assistants to facilitate acquisition of documents requisite to policy
enrollment ~ Used PC applications to track new business activity ~
Provided technical support to team members in order to fulfill departmental
goals
University of North Florida Series 7, 63, 66
Licenses
Bachelor of Business Administration, Marketing Life, Health, &
Variable Annuity
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