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Sales Manager

Location:
Virginia Beach, VA, 23451
Posted:
January 15, 2013

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Resume:

Thomas A. Stout

**** ******** **** 757-***-****

Virginia Beach, VA 23451 abnyac@r.postjobfree.com

WHO I AM AND WHAT YOUR ORGANIZATION CAN EXPECT FROM ME

I am a documented top rated producer with a distinguished list of career accomplishments wholesaling investment products to broker/dealer firms in all distribution channels. I have superior presentation and sales skills that utilize my knowledge of mutual funds, annuities, retirement plans and 529 programs. My specialty is improving lagging territories into established profitable regions. I have a consistently strong work ethic and my integrity is non-negotiable. I am effective and loyal and will increase sales through strategic individual and group presentations while developing outstanding and enduring professional relationships.

PROFESSIONAL EXPERIENCE

2010-2011 Regional Marketing Director, Lincoln Financial Distributors

• Wholesaling patented and traditional living benefit income solutions for variable and fixed indexed annuities in the wire house/regional broker dealer firm channel in Virginia.

• Demonstrated wholesaling effectiveness and potential with first top ten ranking (8th of 37 territories) for July 2011 sales levels.

• Utilizing 25 years of product investment history and patented living benefit I4Life, created and developed nationally recognized income maximization story “The Winning Percentage” and presented idea on request of national sales manager to entire channel sales force.

1995-2009 Vice President, American Funds Distributors

• 2002-2009 Mutual Fund, Retirement Plan, and 529 marketing in SE Virginia and NE North Carolina.

• 1998-2002 Mutual Fund and Variable Annuity wholesaler in Virginia.

1995-1998 American Legacy Variable Annuity wholesaler in Maryland, Washington DC, Virginia, and West Virginia.

• Consistently improved national territory ranking through March 2009 with the first top 10 monthly finish in regions history.

• Improved national ranking from 23rd to 17th from 2002 to 2007 (top 20% overall).

• Despite ceding nearly 20% of 2007 territory sales to create a net new American Funds territory, the remaining region held the 17th national ranking for 2008.

• Increased American Funds mutual fund sales over 300% from 2002 to 2007 surpassing $ 2 billion in annual territory sales.

• Developed and maintained above average sales per adviser in 9 of 10 top selling American Funds dealer firms.

• Averaged over 600 quality branch/adviser meetings annually from 2004 through 2008.

• Completed more public seminars than any other member of the mid Atlantic division from 2004 through 2008.

• Increased American Legacy variable annuity sales over 300% from 1995 to 1997.

• Successfully organized and implemented the launch of several mutual fund and variable annuity sub account underwritings.

• Provided field training opportunities and shared “best wholesaling practices” for both prospective and current wholesalers.

1989-1995 Regional Marketing Director, PLANCO Financial Services

• 1993-1995 Annuity wholesaler for Hartford Director Variable Annuity and CRC MVA products in Maryland, Washington DC, and Virginia.

• 1989-1993 Annuity wholesaler for Hartford Life Insurance, National Home Life of New York, and Mutual of New York in Upstate New York.

• Increased mid Atlantic region from 11th of 70 territories to 5th of 70 in 1993 earning the “Big Five Brokerage Award”.

• Achieved #1 national penetration ranking in 1990, 1991, and 1992.

• Developed the Upstate New York region from 20th of 25 national territories to 9th of 25 in 1990.

• Conducted course work as continuing education instructor for financial advisers to retain licensing to market life insurance products.

EDUCATION AND LICENSES HELD

Bachelor of Arts, Economics, University of Maryland, College Park, 1983. FINRA Series 6, Series 63, and Virginia Life and Health/ LTC licenses.



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