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Sales Manager

Location:
Covington, Louisiana, 70433, United States
Posted:
May 24, 2010

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**** ******

*** ******** *****

Covington, LA ***33

985.***.**** ********@*******.***

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.

**** ****** 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 ****** 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



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