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Sales Project Manager

Pittsburgh, Pennsylvania, 15216, United States
May 27, 2010

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William McMullen

*** ******** ***** (412)***-****

Pittsburgh, PA 15216


PROFILE Over 20 years of experience driving strategic growth and product visibility. Highly competitive,

passionate, persuasive and articulate, able to achieve results and exceed sales goals. Strong analytical

and planning skills; combined with the ability to manage accounts and to bring about a trusting

relationship with clients.

• Sales management and account management experience

• Ability to develop long term relationships with clients.

• Skilled in presentations to large groups, and selling to CEO and top level management.

• Distilling value and trust, overcoming objections and the ability to secure customer relationships.


2008 – Present National Sales Executive Infinity Business Group

An upstart company working with Financial Institutions, School Districts and Municipalities to promote

check recovery and merchant card services.

Led nationwide initiative to implement check recovery programs to financial institutions throughout the

United States by selling direct and recruiting a nationwide base of agents and brokers to promote the services

of Infinity Business Group. Responsible for face-to-face and web based sales of program. Work with over 50

agencies throughout the country to promote our services into Financial Institutions.

Key Achievements

• Increased number of financial institutions from 25 to over 200 in two years.

• Brought two, top ten financial institutions into the program. Brought the program from a regional

level to being marketed on a national level.

• Made drastic changes to the check recovery program to cut set up expenses, increase checks

processed, and improve drastically the training methods.

• Increased growth and revenue by 200% over each of the last two years.

• Efforts have led to the company having the largest number of financial institutions in place,

compared to other competitors in the marketplace.

2003 – 2008 Sales and Account Manager Life of the South

Sales and Account Manager for a large number of financial institutions throughout the United States to offer

payment protection services. Performed sales presentations, training and managed over 75 financial

institution accounts. Helped to take a regional based insurance carrier onto a national level by increasing

agent and broker recruitment throughout the United States.

Key Achievements

• Exceeded sales goals by over 30% of goal each year by selling new accounts, as well as new

programs into existing accounts, through direct sales and agency related sales.

• Achieved 30% and 43% growth in 2004 and 2005 with existing managed accounts. Accounts were

previously declining by 15%.

• Promoted in 2006 to initiate nationwide recruitment of agents/brokers, as well as being put in charge

of marketing the Infinity Business Group Check Recovery Program.

• Recognized for superior efforts in bringing on new agent contracts and new blocks of business.

2001 – 2003 Sales Account Executive AIG/American General

• Created first virtual office for Western, PA and West Virginia for group insurance, worksite and

voluntary benefit programs.

• Developed awareness of company programs through marketing and sales efforts to agents, brokers

and consultants.

• Consistently remained in the top 10% in bringing request for proposals, however, position was

terminated due to uncompetitive rates in the region.

1999 - 2001 Pension and Group Insurance Sales Executive Principal Financial Group

Responsible for increasing production within a defined territory through agent and broker recruitment.

Successfully obtained Series 7 securities license to sell 401K pension plans and group insurance benefit

programs. Left company due to a corporate restructuring in the marketplace that reduced the number of sales

executives per office.

Key Achievements

• In 2000, exceeded 401K sales production by over 45% of goal.

• Recruited new agents and brokers within the territory.

1998 – 1999 Field Sales Consultant Northwestern Mutual Life

Served in a role within the marketing department of a large Fortune 500 company to communicate the

marketing efforts of the home office to the agency field force. Worked in developing new programs as well

as training on existing programs. Left the company, due to the fact that I wanted to go back to a role as a

sales representative.

Key Achievements

• Project Manager to develop the “Agent Marketing Plan” to the field force nationwide, which

increased awareness of the home office marketing programs.

• Initiated “ClientQuest” program, which brought a business lead generation system to the field force.

1996-1998 Sales Account Executive CIGNA Group Insurance

• Responsible for the creation of a new territory in the state of Wisconsin for Group Insurance.

• Developed the territory through the recruitment of agents, brokers and consultants.

• Position terminated as company went through a restructure in eliminating virtual offices.

1992 – 1996 – BANKING INDUSTRY – First National Bank of Maryland/First Bank of Frederick

• Held positions in the retail branch level to include regional branch manager over 3 retail locations.

• Recognized as top leader in mutual fund and annuity sales within regional division.

• Achieved branch sales goals on a consistent level.

• In 1995, recognized for leadership efforts by developing a teller referral training program that

increased cross sales of products, as well as increased retention of customer database.

• Completed a year and half long management training program, which involved working with many

different areas of operations, auditing, commercial lending, and cash management.


Hood College, MBA – Finance, 2000

Northeastern University, BS – Marketing, 1991, attended on an athletic scholarship

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