Sales Representative
Resume:
Andrea Cosello
** **. ****** **. ****** Hill, NJ 08002 *******@*******.***
Professional Profile
Experienced sales representative focused on aggressively prospecting,
maximizing sales and providing exemplary customer service. Seeking a
challenging sales position utilizing my experience and the following
skills.
. Sales and Business Development . Account Acquisition & Retention
. Customer Relations . ?tivations & Leadership
. Territory Management
. Cold Calling & Telephone Sales
Professional Experience
CPA Financial Group, Merchantville, NJ
January 2010-Present
Financial Services Representative
Responsibilities:
. Meet with current and prospective clients to discuss financial
needs
. Analyze client's information to recommend products and
services to meet their financial goals
. Prospect for new business, develop insurance and investment
programs.
Aberdeen Asset Management, Philadelphia, PA
May 2008-January 2010
Advisor Services Associate/Hybrid Wholesaler
Achievements:
. Generated over $110 million in gross sales and delivered
positive net sales for 2008.
. Doubled number of investment professionals doing business
in territory.
. Exceeded activity goal by at least 25% each quarter.
. Contributed to the proxy effort, ultimately assisting
team in the completed reorganization of 26 of the
Nationwide Mutual Funds.
Responsibilities:
. Develop and implement sales plan for territory to prospect
and gather mutual fund assets from Broker/Dealer and RIA
Investment professionals.
. Cover all major Wirehouse, Bank, Regional and Independent
brokerage firms.
. Educate investment professionals on firm's economic
outlook, investment philosophy, traditional and alternative
portfolios.
. Use consultative approach incorporating firm's story to
execute US branding campaign through Salesforce.com
. Call on brokerage area sales managers to position products
in the programs used by their investment professionals.
June 2007-May 2008
Investor Relations Officer
Achievements:
. Picked by Head of US Mutual Funds to be a member of the Fund
Sub-Committee directly involved in all operational aspects of the
acquisition of the Nationwide Mutual Funds including legal
proceedings, marketing, distribution and fund administration
Responsibilities:
. ?arketing and communications with investors and other parties
interested in firm's closed-end funds including the coordination and
preparation of press releases, marketing materials, and periodic
reports to shareholders.
. Liaise with external parties, including investors, brokers, legal
counsel, stock exchanges, and financial news media to help maintain
and improve these relationships with proactive, timely
communications.
. ?anaged the continued development and content of the closed-end
fund web pages and database.
. ?onitored and provided results of competitive statistical and trend
analysis for Quarterly Board meetings.
Lincoln Financial Distributors
April 2006-June 2007
Inbound Sales Representative
Achievements:
. Obtained Series 6; Series 63; and Life, Health and Accident
licenses
Responsibilities:
. ?ffered coverage for inbound sales calls coming in from investment
professionals providing quick and proficient responses to questions
concerning the firm's annuity product.
. Demonstrated knowledge of firm's annuity product.
. Provided clear and concise information for clients on a reactive
basis.
. Assisted the internal and external wholesalers with various
projects intended to make them more productive in their proactive
sales efforts.
. Demonstrated extensive knowledge of marketing material and firm's
literature database.
Education
Holy Family University
Bachelor of Arts in English Literature
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