Sign in

Sales Manager

Holly Springs, North Carolina, 27540, United States
May 25, 2010

Contact this candidate
Sponsored by:
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial


*** ******** ***** ( Holly Springs, North Carolina 27540

(919) ***-**** (


. Award-winning executive with more than 16 years of experience managing

and revitalizing key branches, districts, and product portfolios for

firms ranging from a top-rated insurance company to the 2nd largest bank

in the world.

. Effective communicator, with successful record of building and motivating

top-performing sales teams.

. Consistently outperform colleagues and exceed organizational goals.

. Experience spans real estate, personal and auto loans, and Credit Life &

Disability Insurance products.


Financial Services Management ( Branch & District Management ( Sales Team

Leadership ( Negotiations

Business Development ( Customer Relationship Management ( Multi-Million

Dollar Portfolio Management

Budget Management ( Sales Forecasting ( Audit Management ( Customer Needs


Sales Presentations ( Performance Management ( Strategic Planning ( Program


HR Management ( Recruitment ( Key Account Management ( Training &



INSURANTI, INC., Raleigh, North Carolina ( 2008-Present

Provides of a wide range of top-rated health and life insurance products to

small businesses, self-employed, etc.

Insurance Agent / District Manager

Purchase leads from internet; call leads to determine insurance needs.

Scheduled appointments to make presentations; deliver face-to-face and web

presentations to customers on benefits of insurance. Complete applications

and submit to underwriting; provide any additional information if needed.

Review final approval / denial with clients for acceptance. Hire, train,

mentor, and motivate new agents.

. Ranked #1 District Manager (out of 16 District Managers) for first half

of 2009.

. Ranked #3 out of 125+ agents for self production of APV and #7 for self

production in applications sold in first half of 2009.

HSBC, NORTH AMERICA HOLDINGS, INC., Various Subsidiaries & Locations ( 1991-


The 2nd largest bank in the world with 10,000+ employees and $2547B in


Branch Manager, HFC, Garner, North Carolina & Roswell, Georgia (2005-2007)

Managed 4 account executives and one sales assistant. Charged with growth

and retention of $46M portfolio of mortgages, personal, and auto loans.

Also cross-sold Credit Life and Disability Insurance products / Cards in

Branches. Held morning strategy meetings. Managed morning and early

evening phone programs for purpose of soliciting new loans. Met with each

staff member daily to review pipeline of applications and status of each.

Completed branch underwriting prior to sending loan applications to

underwriting department for approval. Also performed audit functions to

ensure branch was balanced for both loan and cash management purposes.

Shipped loan files to home office weekly. Hired, trained, and motivated

staff to ensure monthly goals were met and exceeded.

. Grew branch by $7.4M+ in 10 months (20% growth, 208% goal); ranked #1

branch in the district.

. Took over underperforming branch in 2006; increased real estate loan

production from an average of 3.2 to 7.0 RE loans per month in six


. Ranked in Top 10 in Loan Account Gain and cards in branches numerous


. Named Branch of the Month twice in 2007.


HFC / HSBC GROUP, continued. . .

District Sales Manager, HSBC MANAGEMENT, Atlanta, Georgia (2003-2005)

Managed 10 branches with a sales force of 45 account executives and 10

sales assistants. Responsible for growth and retention of a $275M

portfolio of mortgages, personal, and auto loans. Cross-sold Credit Life &

Disability Insurance, and Cards in Branches. Designed monthly marketing

plans to drive sales production in all critical areas. Held weekly

conference calls reviewing results and areas needing improvement. Visited

various branches each week to perform audits and improve performance and

sales. Facilitated quarterly Branch Manager and Account Executive

meetings. Collaborated with various business units such as Underwriting,

Audit, Collections, and Appraisal/Title.

. Promoted numerous account executives and branch managers.

. Directed and monitored HR programs within district including succession

planning, staffing, employee relations, and performance management.

. Grew district by $17M+ annually in both 2003 and 2004.

. Achieved top PHL Life & Disability sales for division in 2004; also

ranked 2nd highest RE Life & Disability Sales for division in 2004.

. Awarded stock for being top producer.

Branch Manager, BENEFICIAL FINANCE, Savannah, Georgia; Raleigh &

Statesville, North Carolina (1993-2002)

Managed up to 10 account executives. Managed growth and collections on a

$35M portfolio of mortgages, personal, and sales finance loans. Held

morning strategy meetings. Led daily solicitation program to generate new

loans and grow office. Also administered daily phone program for account

executives. Worked with staff on field calls of delinquent accounts.

Handled all legal matters, foreclosures, bankruptcies, small claims court

and judgments on delinquent clients. Completed all final underwriting up

to branch limit of $150K. Completed branch underwriting on everything over

branch limit prior to sending to underwriting department. Conducted outside

sales with various merchants. Performed branch audit functions. Closed

loans in the branch ensuring all proper signatures were correct. Hired,

trained, motivated staff to ensure monthly goals were met and exceeded.

. Doubled size of initial branch in less than 3 years.

. Increased sales finance transactions from 10 to 125 per month.

. Recognized as Top 10 gainer in Loan Account Gain.

. Facilitated turnaround of 3 underperforming branches; transformed each

into Top 10 branches in division.

. Won Distinguished Achievement Award, 3 Tower Awards, stock options, and

free vacations.

. Received the first "Exceptional Audit" ever awarded to the Southern

Division of 105 branches.

Accelerated Management Program, Riverdale, Georgia & Durham, North Carolina


. Promoted to Branch Manager in 1993.


Master of Business Administration

Bachelor of Science, Business Administration (Concentration in Finance)

East Carolina University, Greenville, North Carolina

Contact this candidate