Eric Keller
Covington, LA ***33
985-***-**** abmqmc@r.postjobfree.com
PROFILE
Dynamic and results driven Outside Sales and Territory Manager with 10+
years diverse financial service experience. Leverages finely-honed
interpersonal, communication, and time management skills to successfully
manage business and increase profitability. Independently motivated,
highly energetic, and goal-oriented with genuine passion for sales. Proven
success supporting organizations in optimizing performance and sales
growth. Deliver value add that reinforce partnerships that endure times
when most competitive offerings are not present. Consistent and persistent
follow up. Plan and manage deployment of resources to maximize territorial
sales. Areas of proven expertise:
New Business Development Market Share Expansion
Relationship Management Sales
Sales Management Budget / Expense Management
Sales Strategy Planning Competitive Market Analysis
Product Development Brand Development
Presentations Lead/Referral Generation
DESIGNATIONS
Series 7, 63, 65, and 24 Registered; Life, Health and Variable Annuity
License, FIC
WORK EXPERIENCE
GREAT WEST LIFE & ANNUITY, Denver, CO 2008 - 2010
External Wholesaler for Life products to Bank channel across 5 states (LA,
MS, TN, AR, and AL)
Regional Sales Director
Supported 2500 sales representatives covering a 5 state territory. Created
and implemented action plans for increased market share and profitability.
Made daily contact with selected producers and sales management. Achieved
sales goals for assigned product lines. Practiced strategic follow-up on
product and sales training. Built strong brand awareness and customer
relationships to ensure maximum growth. Maintained competitive edge by
forming strategic associations with key business partners. Met and
exceeded sales revenue and productivity objectives.
. Developed / shared best practices and created modifiable sales
presentations, contributed to cohesive branding.
. Increased monthly sales in territory from $40K to$2.5M.
. Exceeded Territory sales goal by 20% in 2008 and 70% in 2009.
. Presidents Club, 2008 and 2009.
Eric Keller Page Two
THRIVENT FINANCIAL FOR LUTHERANS, Mandeville, LA 2006 - 2008
Regional Manager
Managed financial advisors in territory encompassing 6 states (LA, MS, AL,
TN, AR, and OK). Trained, developed, and coached current and new sales
representatives to successful selling. Monitored, managed, and tracked
reps individual performance, strengths and weaknesses; delivered
evaluations and executable developmental steps.
. Faculty member at "Steps to Success" advanced sales training course 2006.
JP MORGAN CHASE INVESTMENTS, New Orleans, LA 2004 - 2006
Area Manager, Investments 2004 - 2006
Coached and developed 142 licensed representatives to improve selling
skills, product knowledge, and post-sales processes of mutual funds,
insurance, and annuities. Monitored and tracked sales representative's
individual performance, strengths and weaknesses, and created
individualized strategies for increasing sales.
. Achieved top level performance qualification.
Bank Branch Manager 2004
Managed all aspects of operation, P&L, staff to increase service, sales,
and customer satisfaction and profitability. Hired, trained, coached, and
developed employees.
. Promoted to lead busiest branches in market within 3 months of hire.
. Achieved Level 1 Performance for Branch.
UBS FINANCIAL SERVICES, INC., New Orleans, LA 1998 - 2004
Financial Advisor
Designed, sold, and implemented financial wealth strategies for affluent
individuals and companies. Consulted and managed multi-million dollar
accounts. Developed superior customer relationships to achieve annual
sales plan objectives.
. Top 5 in Net New Assets for Advisors <2 years experience 2000.
. Creator and leader of Keller Financial Group.
SEMOLINA RESTAURANTS, New Orleans, LA 1993 - 1998
General Manager
Planned, led, organized and controlled operations, service and
profitability of restaurants employing 40 - 80 employees. Trained and
developed new managers. Handled project management and operations details
for new builds of restaurants.
. Operator of the Year 1997.
. Most Improved Operation 1996.
EDUCATION
BS, Management, University of New Orleans, New Orleans, LA