Sales Manager

MICHAEL J. SHARKEY

*** ****** **** ? Turnersville, NJ 08012

Cell 609-***-**** ? Email: *******@*******.***

_______________________________________________________________________

To Whom It May Concern:

I have 9 years of financial sales experience as an Advisor meeting with

business owners and high net worth individuals. I am currently the top

sales rep within my organization. I closed the largest single account

worth $10 million. The average dollar amount of my sales is 60% higher

than the rest of the team, excluding the $10 million sale. I've done

branch and manager trainings and have conducted training/calling sessions.

I have been invited to speak on company conference calls and training

sessions, and have presented at business association meetings. I

spearheaded a product team to help educate team members on various products

and how to position them. I managed the development and implementation of

a point system to ensure high level activity. I work hard to make sure

that not only I am successful but also my team.

My experience has enabled me to acquire an in depth knowledge of multiple

product solutions including managed money, mutual funds, insurance,

annuities and 401k solutions. It is crucial for me to be able to quickly

build a rapport with the client to conduct an efficient profile so I know

which product would be an effective solution.

I've been successful in financial sales because of product knowledge, high

level of activity and the ability to build and maintain relationships. I'd

be successful in wholesaling not only because I could better relate to the

Advisor having been one but also because the relationships I've built over

the previous 9 years are not just with clients. I've built advisor and/or

manager relationships in many programs including Beneficial Advisors, PNC

Investments, Bank of America Investment, Sun Bank, Sovereign Bank, WSFS,

Wachovia, The Bank, Smith Barney, Merrill Lynch and a number of RIAs. As a

Wholesaler, I could easily leverage these relationships to gain access to

many more Advisors and programs and not only solicit them for their

business but also offer ideas and suggestions that worked for me.

To be a successful wholesaler, you need to have relationships, build

relationships, know your product as well as your competitors and maintain a

high level of activity. I meet all of these criteria and would welcome the

opportunity to discuss a wholesaling position with Leader Capital.

Thank you in advance for your time and consideration.

Best regards,

Michael J. Sharkey

MICHAEL J. SHARKEY

119 Leddon Lane ? Turnersville, NJ 08012

Cell 609-***-**** ? Email: *******@*******.***

_______________________________________________________________________

Senior sales executive with 9 years of experience in business development

and relationship management. Hard-charging, performance driven sales

professional who consistently exceeds goals. Strong customer relationship

builder based on service, support and follow-through. Core competencies

include:

? Relationship building ? Competitive

market positioning

? Business development ? Sales presentations

? Sales training and development ? Team building and

leadership

? New product introduction ? Territory Management

? Strategic Planning ? Self-motivated

EXPERIENCE HIGHLIGHTS

? #1 Sales Rep 2007 - 2009.

? Achieved "Star" status based asset accumulation.

? Increased territory revenue by 80%.

? Develop and maintain relationships with prospects, clients and COIs.

Hold a minimum of 15 appointments per week (10 prospects,

2 clients, 3 COI).

? Train and manage a team of "Champions".

? Manage a South Jersey territory.

? Developed a point system to maintain high level activity.

? Meet with high net worth consumer and commercial customers to assess

needs and circumstances to solicit financial products

(managed money, mutual funds, insurance, annuities & 401k solutions).

Cross-sell to other lines of business when possible.

? Provide constant follow-up and support to customers. Constantly re-

assess customer circumstances to identify additional sales

opportunities.

? Conduct seminars to educate specific target audiences on products and

provide strategic planning.

? Prepare and deliver dynamic, customer-friendly proposals and

presentations to present options and recommendations. Adapt as

customer's needs change.

? Guest speaker at Chamber / Association meetings.

? Qualified for National Sales Conference based on sales.

EMPLOYMENT HISTORY

Beneficial Advisors, LLC, Beneficial Bank - PA/NJ Oct 2006 -

Present

Account Executive

Extensis, LLC, NJ Jan. 2006 - Oct. 2006

Account Executive

Bank of America Investments, Gloucester County, NJ Dec. 2003 -

Dec. 2005

(formerly Fleet Bank / Quick & Reilly)

Financial Advisor

PNC Investments, South Jersey / DE Oct. 2001 - Nov. 2003

Financial Advisor

Morgan Stanley, Philadelphia, PA Jan 2001 - Oct 2001

Financial Advisor

EDUCATION AND CREDENTIALS

SETON HALL UNIVERSITY

Bachelor of Science in Business Finance - Cum Laude

LICENCES

Series 7, 66; NJ/PA Life Insurance

ACTIVITIES/INTERESTS

Rotary, SJ Chamber

Golf, Local Softball and Flag Football

Varsity Baseball and Wrestling

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