Sales Customer Service

CHAD P. SMITH

***** ****** ***** ** • Duluth, Ga. 30097 • 859-***-****

E-mail: ******@***.*** www.Facebook.com/chadps

SOFTWARE SALES/MARKETING & TRAINING DIRECTOR

with comprehensive experience in

Software Sales & Marketing Integrated Marketing & E-Commerce

• •

Business & Financial Analysis in Insurance Team Leadership & Development

• •

P & C -Life & Health Sales and Management Management Coaching & Mentoring

• •

Contract Negotiations with multiple benefits plans Consultative / Solution-focused Selling

• •

Multiple P & C Insurance Risk Management duties Technology Insurance Implementations

• •

Software Training and consulting National Leadership Roles & consulting

• •

Respected business sales director & developer, manager, coach, and mentor offering distinguished career in leading

organizations to higher performance by driving continual growth, profits and improvement of people, processes, and

programs. Proven success in directing strategies within multiple functional areas including sales, operations,

marketing, business development, customer service, and relationship management. Visionary leader skilled in long-

and short-range business planning, developing management teams, driving revenue generation, and leveraging

technology to maximize efficiencies and reduce costs.

Strategic, conceptual marketer accustomed to outperforming competition by developing and leading effective

marketing strategies across business and consumer segments. Strong presentation, negotiation, and team building

skills with ability to forge solid partnerships and consistently empower others to perform above expectations.

Driving force in doubling business growth for regional financial services company by “raising the bar”

for sales and operational performance and introducing new sales model, team structure, integrated

marketing platform and process automation.

Built high-performing sales managers and teams by providing training and mentoring in effective

prospecting, market analysis, and customer management techniques.

Championed transformation of misunderstood Internet marketing tools into firm’s top new business

driver, generating over 70% of total sales.

Successfully closed $4 million in premium business during 8-year period by providing world-class

products, economical pricing, and personalized service to client base.

Achieved top producing sales executive for 7 consecutive years and earned numerous partner bonuses

and awards for outstanding representation of major carriers.

PROFESSIONAL EXPERIENCE

NAVITECH, DULUTH GA 2008- 2009

DIRECTOR OF SALES- LEADING STARTUP VENTURE - EMPLOYEE BENEFITS SOFTWARE. WORKED THROUGHOUT

GEORGIA WITH COMPANIES OF 500 OR MORE EMPLOYESS WITH THE INIAITIVE TO MANAGE AND TAKE NATIONAL IN

2010. THE CEO OF COMPANY ASK THAT HE BE USED AS A REFERENCE.

continued...

CHAD P. SMITH • PAGE 2

SCOTT & ASSOCIATES FINANCIAL SERVICES, Lexington, KY 1995 – 2007

Built impressive record of achievement with P & C and financial multi-line carriers. Along with banking products

in a wide-array of industry.

SALES MANAGER & PRODUCER

Held full accountability for leading management teams in achievement of bottom-line factors, including new business

development, high-value partnership building, customer retention, proposal responses, and integrated marketing

strategies. Continued to serve as top sales executive while building strong sales and customer services team.

Effectively established and strengthened strategic partnerships across market verticals, driving revenue and client

base growth. Served as primary partner to CEO in creation of visionary business growth initiatives and

people/process optimization. Led, managed, and developed 4 managers and 20 sales associates responsible for

achieving organization objectives.

Provided leadership and mentoring to producers resulting in 25% to 35% increases in average production.

Enabled firm to compete with major players on obtaining and retaining key customers by combined market

research and customer feedback to offer unique products at competitive prices.

Spearheaded implementation of state-of-the art automation platform, slashing administrative cost by 30%,

creating paperless environment, improving responsiveness to customers, and providing real-time

planning/decision-making information.

Targeted and secured 7 new representative relationships expanding breadth of product/service offerings,

increasing revenues 110%, and enabling firm to leverage well-respected brand names at

marketing/promotional functions.

Conceptualized, developed, and launched fully-integrated corporate “go to market” strategy which included

traditional and Web-based market research, customer segmentation, communications, publicity, and events.

Introduced and applied innovative Web design, search engine optimization, and other Internet marketing

tools to increase site hits from 100 to 1,000 per month with over 25% conversion rate.

Led improvement in operational abilities to identify, capture, and retain high-value relationships by

implementing customer segmentation, targeting, response, and conversion models.

Collaborated with partners and alternative product/service groups on development of solution-focused

programs and providing “one-stop shopping” for a multitude of financial products.

EDUCATION AND CREDENTIALS

BA Degree in Business / Marketing and Political Science – UNIVERSITY OF KENTUCKY – Lexington, KY (1996)

Licenses and Certifications

Life, Health, Property & Casualty Insurance License (1996 to Present)

Real Estate License (1994 to Present)

Professional Development

Completed over 1000 hours of Continuing Education in:

Management ~ Finance ~ Banking ~ Investing ~ Estate Planning ~ Insurance ~ Taxation ~ Retirement Planning

Affiliations & Personal

State Board Director & Delegate of National Association of Independent Advisors

Board Member, Safeco Financial National Agents Advisory

Volunteer, Alzheimer’s Association

Member of Northpoint Christian Church

Avid traveler

Contact this candidate