Pamela Scantalides
*** ******** ******, *********, ** 01940
Phone: 781-***-**** Fax: 781-***-****
e-mail: **************@***.***
PROFILE
Sales Management ( Marketing & Competitive Positioning
Change Management ( Divisional P&L
Dynamic, results oriented sales professional offering decisive leadership
and solid management expertise, inspiring and directing sales staff to
consistently exceed quotas and explore emerging technology, increasing
revenues and dramatically improving bottom line performance through
aggressive utilization of proven business and managerial techniques.
QUALIFICATIONS SUMMARY
Over 15 years of visionary leadership in sales and marketing, consistently
inspiring teams to exceed expectations and win accelerated market share.
Held full P&L responsibility, with a proven record of teambuilding,
strategic partnering, and long term planning. Led successful executive
level marketing and sales campaigns in corporate environments where
sustainable growth and accountability were paramount. Key competencies
include:
( Staff Recruiting, Training & Retention ( Public Speaking
and Seminars
( Strategic Business Alliances ( Product Development and
Launch
( Corporate Finance Management ( Divisional Re-engineering,
Mission and Focus
( Cost Analysis and Financial Accounting ( Marketing
Strategies and Sales Management
CAREER SYNOPSIS
MetLife, Agency 128 Alliance Financial
Waltham, MA.
October, 2008-Present
Agency Sales Director:
Responsible for recruiting, hiring, training and retaining financial
service representatives who will engage in the sales and service of MetLife
products. Required to train new hires to develop a target market and
develop business in order to expand MetLife markets and revenues. As a
FINRA/SEC Registered Principal, I am required to supervise all sales
activities to ensure that representatives are conducting business within
regulatory frameworks.
MetLife Securities, Financial Planning June, 2004-
October, 2008
Advisory Services Manager
Complete 90-Day Compliance Plan tasks. Develop and implement maintenance
strategy for internal compliance operations. Function as a liaison to
field-based Financial Planners as a Relationship Manager. Create and
implement Pricing Matrix for Advisor/Planner use in the field to foster
consistent and compliant pricing models for financial plans. Create and
implement Compliance Check List for internal financial planning department
use to track operations and establish compliant procedures for processing
financial planning business. Leader of Communications Task Force to create
communications process, which will inform and update both the field and
other MetLife business units of on-going financial planning initiatives.
Partner with financial planning director to develop and implement
integration process and strategy for Tower Square IAR's and Walnut Street
IAR's. Project included detailed business analysis of the financial
planning operations for the two broker-dealers; developing processes which
would allow the financial planning IAR's to best integrate their business
practices with Enterprise Financial Planning; developing and implementing
training sessions for the IAR's.
MetLife Financial, DeStefano and Associates, Danvers, MA October
2003 - June, 2004
Agency Sales Director
Train new hires in product knowledge, sales competencies and compliance.
Demonstrate, through fieldwork, the skills essential to successful business
practice. As a Registered Principal, participate in setting and executing
compliance policies and procedures. Approve trades and variable product
sales for individual registered representatives. Conduct new-hire training
classes and seminars for potential recruits. Assist Recruiting Director in
the selection process by interviewing targeted candidates at second-stage
of interview process.
General Electric Financial Advisors 2002-2003
New England Area Manager
Recruit, hire, train, financial services advisors for New England Area
(Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut)
on behalf of GE Financial. In a 17-month period, developed sales force
from zero advisors to fifteen, including a District Office in Connecticut.
Carlson Real Estate, Reading, MA. 2001-2002
Realtor
Listed and sold homes in local area. In six months, completed $10 million
in transactions
Standard & Poor's Financial Communications, Boston, MA
2000-2001
DIRECTOR, SALES & CLIENT SERVICES
Recruited to restructure the sales department, with direct control over
budget and responsibility for P&L.
Recognizing the need to introduce a more motivating pay structure;
developed and implemented Incentive Compensation agreements for account
executives, account managers, and national sales.
Prepared an updated Capabilities Presentation for clients and prospects.
Directly addressing extreme staffing deficiencies, recruited the following
key management positions:
Product Development Manager for 401(k) product suite.
National Account Manager to give personal attention to key accounts.
Project Manager to oversee contract development, pricing and general
operations.
Established new pricing matrices and guidelines for all product lines.
Established relationships with other S&P/McGraw Hill affiliated sales and
marketing business units.
Participated in the development of new collateral/marketing pieces for
Published Image.
Exceeded FY2000 Revenue projection by over 120% ($12 Million+). Prepared
FY2001 budget for Sales and Service, including revenue projections.
Harvard Business School Publishing, Watertown, MA
1997-2000
CORPORATE ACCOUNTS SALES MANAGER
Managed a department of sales representatives: 7 inside, 3 outside, and 1
custom products.
Annual revenue responsibilities of $10 Million.
Increased revenue income by 42% in year one, 25% in year two, and 27% in
year three.
MetLife and Financial Services, New York, NY
1989-1997
AGENCY GENERAL MANAGER, WELLESLEY, MA 1992-1997
Held full P&L, production and budget responsibilities for this busy agency.
Supervised a staff 4 administrative employees and 17-25 field sales
representatives.
Responsibilities included: sales training; NASD compliance awareness
training and enforcement; recruiting and training new sales representatives
(conducted over 250 interviews each year); establishing and meeting sales
objectives.
Met or exceeded revenue objectives each year.
REGIONAL TRAINING DIRECTOR, BOSTON REGION 1991-1992
Developed and implemented curriculum used to train over 400 financial
service sales representatives in Boston area.
Traveled to over 25 agencies from Cape Cod to Newburyport to conduct
training.
Conducted monthly recruiting sessions in Regional Office. Program included
presentation of opportunities, guest speakers, Q&A sessions.
Conducted quarterly New Sales Representative classes in Warwick, RI. Week
long course included product training, corporate awareness education,
legal, regulatory and NASD advisory, role-playing, real-time phone
prospecting and appointment-setting.
ACCOUNT EXECUTIVE, MET EXECUTIVE TRAINING PROGRAM 1989-1991
Prospected for clients and sold intangibles into target market.
Clients included high-net-worth physicians and attorneys with estate
planning and asset allocation needs, as well as middle managers recently
downsized from high tech industry.
Placed in top 5% of MetLife sales force in first year of business.
Consistently maintained status.
Attained full complement of Life Insurance, Annuity, and Property and
Casualty licenses
EDUCATION & LICENSURE
Babson College, Wellesley, MA
MBA
Harvard University, Cambridge, MA
Bachelor of Arts degree
Holds NASD Series 7, 63, 65, 24 licenses, Life, Health & Accident licenses,
as well as CLU designation.
Professional References are Available on Request