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Sales Account Executive

Deerfield, Illinois, 60015, United States
May 24, 2010

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847-***-**** *** Willow Avenue Deerfield, IL 60015


My strengths are defining, understanding and explaining financial services

and products. Develop strategic opportunities through needs analysis with

individuals and families for retirement planning. Comprehensive experience

in Wealth Management and Asset Protection, including mutual funds,

annuities, life, disability and

LTC Insurance. Increase sales, customer base and client development.

Series 7, 66, Life and Health licenses.


Financial Services Representative - Investment Advisor, MetLife, Chicago,

IL (2008-Present).

. Evaluate financial needs and goals of clients; incorporate into

strategies and plans. Work with school and hospital employees and

advice on retirement planning for doctors, teachers and other


. Implemented new 403-B retirement plan for Jackson Park Hospital,

adding over 245 new clients utilizing group presentations, department

meetings and individual needs assessments.

. Conduct cold calls to establish and build client base from dormant and

house accounts.

. Generated over $1.2 million in fee based assets through our Wealth

Management Services.

Account Executive (wholesale mortgage sales), Chicago, Illinois (2004-


. JPMorgan Chase, Westmont, IL (2007-2008): Top 10 for cross sales

(2007); New accounts generated when most banks and lenders were

reducing products and market share; sales increased monthly.

. First NLC Financial Services, Deerfield Beach, FL (2005-2007): Funded

over $40,000,000 in mortgage loans 2006; in top 35 out of over 400

AE's nationally, and made President's Club member in first full year;

exceeded sales quota in 14 of last 15 months.

. Delta Funding Corp, Woodbury, NY (2005): Set up 42 new Chicago area

mortgage broker accounts, trained loan officers on our specialized

website; exceeded monthly sales quotas and client service surveys.

. Argent Mortgage Group, Rolling Meadows, IL (2004-2005): Monitored all

loans from the processing to the underwriting and closing department.

Liaison between over 50 mortgage brokers and wholesale team.

Retail Loan Officer, Perl Mortgage, Inc., Chicago, IL (2002-2004).

. Successfully helped borrowers obtain mortgages on new home purchases

by networking with CPA's, financial planners, realtors, home builders,

and developers.

. Created marketing plan attracting home buyers through seminars, trade

shows and local advertising.

Account Executive and Sales, Prudential Real Estate Affiliates, Chicago, IL


. New franchise development and sales. Exceeded revenue goals by 140%

in Illinois, Wisconsin, and Missouri by increasing the real estate

broker base through mergers, acquisitions, and new sales.

. Top 5 (out of 30) Account Executives nationally (2000), and

recognition for outstanding service.

Loan Officer, Primera Mortgage, Berwyn, IL (1993-1999).

. Increased monthly sales from $500,000 to over $2,000,000 through

prospecting and marketing campaigns.

. Recruited, trained and mentored new loan officers on product, sales,

and client building techniques.


B.S., Finance, INDIANA UNIVERSITY, Bloomington, IN.

(References available upon request)

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