Sales Manager

Location:

Posted:

April 22, 2010

Robert F. Huston

Scottsdale, AZ 85251

Email: **********@*******.***

Licenses and Certifications:

Series 7, 65, 6, 63, Life/Health and Property & Casualty. Progressing in CFP program.

Recent Work Experience:

TD Ameritrade AZ (2007-2008) Investment Consultant

Portfolio Reviews to provide a more efficient portfolios. Office Coordinator of Advisor

Direct program with RIA’s.

Exceeded Sales quota by 150% within my 3rd quarter with the firm.

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Previous Employment History:

Fidelity Investments (Sales, Annuity/Insurance Specialist)

ING Wholesaler

HR Block Financial Advisors Financial Advisor

TD Ameritrade Investment Consultant

Accomplishments:

• Added 300 new employees and over half million assets in 401k plan.

• More than doubled number of first-time producers from 72 to 174 in first four

months.

• Sold $21 million ticket on the Independent Planner territory within first month.

Ranked 2nd four consecutive months, while exceeding sales during a bearish

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market.

• Exceeded sales goals in excess of 125% of Quota.

• Ranked ‘Top Ten’ Annuity Sales for two consecutive quarters in first year.

• Manager feedback at reports, "Increased income annuity production by 146%".

• Exceeded $2 million in income annuity premium assets in Oct. 1998.

Education:

University of Cincinnati, Cincinnati, OH (Bachelor of Marketing)

Community Services Activities:

2006-2010 Scottsdale Christian Academy Asst. Boys’ Basketball Coach, 2005 Team for

Life Cystic Fibrosis, 2001 American Kidney Foundation, 1999 Juvenile Diabetes Leader,

1998-1999 Hike for Hospice Team.