Sales Manager
Resume:
ANDREW BECKER, CRPC
Champlin, MN 55316
********@*****.***
EXECUTIVE SUMMARY
. High performing Asset Management Regional Sales Director with proven
ability to succeed in a sales environment.
. Experienced at understanding complex financial situations pertaining
to financial advisors and their clients; helping them reach their
financial goals through evaluating information, determining optimal
solutions, and presenting those solutions in a way that makes sense
for the client.
. Expertise in defined contribution qualified plans, retirement
planning, comprehensive financial planning, portfolio strategy,
annuities, mutual funds, disability and life insurance.
. Broad-based background with experience in consultative selling,
advisor/client relationship building, and sales management.
PROFESSIONAL EXPERIENCE
AMERIPRISE FINANCIAL. Minneapolis, MN
Regional Sales Director Mutual Fund Sales
06/2006 to Present
. Focused on developing relationships with financial advisors and
supporting them with innovative product solutions and sales
strategies.
. Drove sales of Riversource mutual funds by making proactive sales
calls to defined territory, consistently using the Quality Sales Call.
. Manage territory of over 5000 advisors, working with firms such as
Ameriprise, Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo.
. Won awards in 2007 and 2008 for #1 in Sales Volume achieving over $1
Billion in total mutual fund sales.
Financial Consultant, Retirement Planning/401k
04/2004 to 06/2006
. Provided retirement planning guidance to Ameriprise administered 401k
plan participants, dealing directly with Ameriprise Advisors and
clients.
. Provided consultative selling of Ameriprise IRA's in a highly
competitive sales oriented environment while achieving a high quality
client experience.
. Discussed complex financial solutions with participants.
. Acquired highest number of new clients in 2005.
. #1 in Ameriprise IRA assets retained in 2005 with over $30 Million
Personal Financial Advisor, Maple Grove
09/2002 to 04/2004
. Provided Comprehensive Financial Planning to retail clients of
Ameriprise.
. Specialized in retirement planning, asset allocation and portfolio
strategy, education planning, investment planning and protection
planning.
. Gathered information from clients, determined appropriate financial
solutions, and presented those solutions in a way that made sense for
the client.
. Other responsibilities included developing a marketing plan,
prospecting for new clients, maintaining excellent existing client
relationships, presenting financial seminars at local businesses, and
training new Financial Advisors.
TARGET CORPORATION. Buffalo, MN
Guest Service/Sales Manager
06/1999 to 09/2002
. Led the Take Charge of Education program helping raise money for local
schools.
. Was featured in the local newspaper numerous times delivering checks
to local schools involved in the program.
. Increased the stores Target Visa applications by over 25% after taking
position.
. Responsible for leading a team of 50 sales associates on a daily
basis.
. Responsibilities included hiring sales associates, creating
performance appraisals, training new team members, coaching and
counseling, forecasting sales goals and payroll targets, managing the
store expenses, analyzing the profit and loss report, and implementing
strategies to increase overall store productivity.
EDUCATION
B.A., Business Management
Magna Cum Laude
St. Cloud State University, MN
B.S., Industrial Psychology
Magna Cum Laude
St. Cloud State University, MN
Business Management Certification
Target Business College
LICENSES AND CERTIFICATIONS
College of Financial Planning
Chartered Retirement Planning Counselor
National Association of Securities Dealers,
NASD
Series 7, Series 66
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