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Sales Manager

Location:
Poplar Bluff, Missouri, 63901, United States
Posted:
May 25, 2010

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**** Rafael ******

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

Poplar Bluff, Missouri 63901

573-***-**** - ****************@*****.***

SALES / NEW BUSINESS DEVELOPMENT / ACCOUNT MANAGEMENT

Utilizing Seventeen Years of Successful, High-Impact Sales Experience

Lead Generation / Solid Industry Contacts / Retention & Referral

Management

Building Strategic Partnerships / Developing Direct Marketing Campaigns

A highly motivated and team spirited individual seeking to contribute in

the areas of sales, business development, and customer relations -

combining outstanding team-leadership and relationship building

skills.

CORE STRENGTHS

Prospecting, networking, and market development

Strategic market development/planning

High impact presentation and closing skills

New product launch/rollout experience

EDUCATION / LICENSES

UNIVERSITY OF MISSOURI Bachelor of Science: Finance and Banking 1993

- Series 7 Registered Representative 1994 - 2002

- Life, Health and Variable Annuity FL General Agent 2003 - Present -

Florida Mortgage Broker 2005 - 2007

PROFESSIONAL EMPLOYMENT

IOANNOU AND IOANNOU LAW FIRM, Boca Raton, Florida

2009 to 2010

Case Specialist - Contacted and consulted with people who have fallen

behind in their mortgage payment.

. Explained their rights and benefits of qualifying for the government

sponsored Making Home Affordable Plan.

. Worked with the processing, managed my lead pipeline system and email

marketing campaigns.

CLIENT FIRST SETTLEMENT FUNDING, Boca Raton,

Florida 2008 to 2009

Senior Purchasing Executive - Worked hand in hand with potential prospects

that were interested in receiving a lump sum pay out for future annuity

payments.

. Acted as a consultant using needs based analysis to determine if the

transaction would benefit the client.

. Worked with the processing, underwriting and funding departments to

facilitate the transaction process.

MORTGAGE WAREHOUSE / LENDER LEAD SOLUTIONS, Melville, New York

2005 to 2008

Senior Mortgage Consultant/Reverse Mortgage Specialist - Managed all Lead

Response and Financial Consultant Marketing

. Senior Loan Officer Meeting with and Originating HECM Reverse

Mortgages Originated over 100 RM's.

. Marketed and Consulted with Financial Planning Groups to Incorporate

Reverse Mortgages into their Planning.

DIVERSIFIED MEDIA HOLDINGS, Ft. Lauderdale, Florida

2002 to 2005

Director Of Shareholder Relations - Specialize in contacting European

Investor's to raise Capital through Shareholder Program.

. Excelled in relationship building and gaining the confidence of

European investors.

. Developed presentation skills, investor presentations and database.

UBS / PAINEWEBBER, Boca Raton,

Florida

2001 to 2002

Financial Advisor - Responsible for directing all marketing efforts to

include strategic networking with targeted professionals and

coordinating/managing seminar events. Specialize in trust and estate

planning, asset allocation, and comprehensive financial analysis for high

net-worth individuals.

. Consistently exceed financial projections/objectives in highly

competitive market/economy.

. Successfully built book of clients based on a strong referral network.

MERRILL LYNCH, Boca Raton, Florida

1998 to 2001

Financial Consultant - Directed sales activities and became an expert at

asset allocation and estate tax and retirement planning. Created and

implemented a successful turnkey seminar marketing and management program

that led to dramatic enhancement in business activity. Utilized strategic

networking/referral efforts to improve growth.

. Completed Merrill Lynch's Professional Development Program, a 24-month

long program, in 16 months.

. Exceeded all sales, new business, and retention projections.

AMERICAN EXPRESS FINANCIAL ADVISORS, Boca Raton, Florida

1995 to 1998

Financial Advisor / Training Manager - Developed and met with prospects for

the purposes of providing financial services through financial strategic

planning. Developed long/short term financial plans to meet client's

goals.

. In the Top 25 of all first year financial advisors out of 1,500

nationwide advisors.

. Top advisor for length of service in the market area.



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