Sales Training
Resume:
Roger Banville, MBA, CMFC
**** ******** *****, ********* ** 21401
Mobile 215-***-**** *************@*****.***
SUMMARY
Over 7 years as a successful external wholesaler with experience in all
distribution channels, and 11 years financial services sales, consistently
proven record of increasing sales revenue by an average of over 50%
annually. An excellent presenter with a high energy and engaging style,
results driven work ethic, and a passion for skillful holistic portfolio
planning. Additional key skills include:
o Developing and maintain business relationships with a consultative and
educational approach.
o Effectively communicate with advisors how a complex product's unique
strengths are differentiated from the competition.
o Provide specific sales ideas as to when and how to utilize the product.
o Excellent presentation and communication skills.
o Strong sales and analytical skills
PROFESSIONAL EXPERIENCE
Belman Klein and Associates; MD, D.C, VA
2010 - Present
Director of Sales Independent and RIA's
o Wholesaled Life Insurance, Fixed, Index, and Income Annuities to
Independents and RIA's
o Drove sales run rate from $6.5 mill to 19 mill, 192% increase
o Designed portfolio's to leverage the synergy of different investment
products
o Educated reps on product updates and changes
o Implemented educational Webinars on sales ideas and industry trends
o Assimilated and Distributed Monthly Email Newsletters
MASSMUTUAL: MD, D.C., VA, NC
2008 - 2009
Regional Director of Sales, External Wholesaler Independent, Bank,
RIA and Agency Channels
o Built and Deepened business relationships:
Increased Sales from $44.34 mill - $96 mil, 116% increase, from 2007 to
2008
o Customized portfolios for downside protection and growth/income while
leveraging mutual funds, retirement plans, annuities and insurance
o Exceeded 2008 Goal by 14.35%; Goal: $84 mil. Achieved: $96 mil.
o Sales Volume run rate for 2009 was $115 million
o Achieved #2 ranking for Total Sales Revenue out of 41 Wholesalers
o Developed and execute annual and quarterly business plan to efficiently
project manage a territory's activity, production and expenses;
proficiency in Seibel
o Delivered Presentations/Seminars to audience sizes from 1 to 300
investors and advisors to total an average of 27 face to face meetings
per week.
o Leadership of internal wholesaling teamed for effective contact
management of prospects and setting of initiatives
o Conducted Product Training and product sales seminars
JOHN HANCOCK / WOOD LOGAN: Arizona
2004 - 2007
Regional Vice President, External Wholesaler Wirehouse Channel
o From 2004-2007 Increased Sales: by 646% from $7.5 million to $56
million
o Increased Annual Sales:
o $7.5 mil - $16 mil, 113% in 2004; $16 mil - $27 mil, 69% in
2005
o $27 mil - $37 mil, 37% in 2006; $37 mil - $56 mil, 51% in
2007
o Developed business to achieve a 24% market share in AZ
o Established and cultivated relationships with Wirehouses and Regional
broker/dealers, by doing an average 75 face to face meetings per week
o Delivered presentations and seminars to investors and financial advisors
Roger Banville, MBA, CMFC Mobile 215-***-****
P.2
JOHN HANCOCK continued:
o Managed team of internal wholesalers for effective contact management of
prospects
o Completed Fusion presentation training
AXA / THE MONY GROUP: PA, NJ, W. VA
2002 - 2004
Regional Sales Director, External Wholesaler Independent,
Wirehouse, Agency and Bank Channels
o Increased Sales from $42 million to $52 million, 23% increase
o Won Wholesaler of the Year for, 2003
o Achieved recognition for Top Sales contest, 2004
o Won sales contest for Sales Revenue Contest for the second
quarter, 2003
o Won 3rd quarter sales contest for most Independent Broker/Dealer
(IBD) and Bank sales
o Established and furthered relationships with IBD,
Wirehouses, Banks, and MONY/AXA reps
o Presentations and seminars to audience sizes from 15 to 300 registered
reps on Variable, Fixed Annuities and Retirement Plans
o Developed and launched marketing system for Individual K Plans
o Completed Sequoia external wholesaler training
o Trained internal wholesalers on industry, products, sales
techniques, and sales ideas
JOHN HANCOCK MUTUAL FUNDS: Boston, MA
1997-2001
Business Development Wholesaler
Finalist for 2001 Presentation Contest among 60 contestants
o Developed sales in a startup territory for Investment products
o Presented product seminars increased sales from 1.2 mil to 3.6 mil,
100% increase
o Established key client relationships with Wire Houses as well as IBD,
Financial Planners, and Banks
Internal Wholesaler
o Generated new Mutual Fund business
o Received Award for Best Internal Wholesaler
o Runner up for Best Sales in 2000
o Managed territory without an external wholesaler in 2000
o Consulted with Marketing for new product development and flyers and
Mediated Sales Idea meetings
o Trained new internal wholesalers and product training module
o Consulted brokers on legalities and technicalities of products
o Advised brokers on business development, successfully increased sales
from $42 mil to $61 mil
o Completed Sequoia internal wholesaler training
Institutional/ Retirement Plans Service Specialist
o Managed all trades for institutional accounts
o Liaison between Institutional Department, brokers, clients and plan
administrators
o Resolved account problems, inquiries, transactions and adjustments for
institutional and retirement accounts (401k, 403b, Simple plan, SarSep,
Sep, and 457 plans)
PROFESSIONAL LICENSES
Series 6, 7 and 63, CMFC-Chartered Mutual Fund Counselor, Life and Health
License
EDUCATION
Boston College, M.B.A., Masters of Business Administration
Creighton University, Bachelor's Degree in Business Administration, Finance
Major
PROFESSIONAL TRAINING
SEQUOIA, Internal Wholesaler Training & External Wholesaler Training
FUSION, Presentation Training
BAKER COMMUNICATIONS, Presentation Training
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