James P. Welby
*** ****** ***** ****** * O’Fallon, MO 63366
314-***-**** (mobile) * ******@*******.***
Summary: Experienced sales professional with expertise in financial and industrial product offerings.
I am seeking to leverage my insurance, financial and industrial sales experience to continue
selling products and services for a market leader. Accomplished presenter and trainer;
experienced in developing and executing sales and management training programs.
Comfortable with interacting with all levels of management from the technician to the
corporate
suite. Fast learner and motivated self starter with strong interpersonal and communication
skills. Energetic contributor with strong work ethic, demonstrated initiative, and an aggressive
record of goal attainment.
Experience: Industrial Soap Company – Systems Consultant 2011- 2013
• Sold cleaning chemicals and equipment. Industry segments included:
school districts, municipalities, manufacturing, restaurant and warehousing.
• Opened 40 new accounts since April 2011 with gross profit margin of 22%.
• Marketing efforts consist of monthly email specials to customers and
potential customers, cold calls, telemarketing and weekly mailings.
Welby Management Group, LLC- Insurance Sales 2006 -2011
Licensed Insurance Professional in MO, IL, KS, MI and TX.
• Marketed leveraged planning strategies to small business owners and entrepreneurs.
• Sold products that included life and disability income insurance, annuity products to
small business owners market.
• Managed $5,000.00 marketing budget to promote the development of new business.
Affiliated Mortgage Protection - Regional Manager 2002 - 2006
• Fast track promotion from Sales Representative to Regional Manager within three
months of hire in August 2002.
• Established offices in Springfield, MO and Kansas City, MO.
• Oversaw daily operations, responsible for interviewing and hiring, developed training
materials, executed sales strategies and marketing techniques for new hires.
• Marketed life insurance products and explained all aspects of mortgage protection
insurance to new and pre-existing homeowners.
• Helped St. Louis office increased sales revenue and became 15 th ranked office nationally
with new training materials and sales strategies.
Bankers Life & Casualty Insurance Company – Sales 2000 -2002
• Recipient of Rookie Agent of the Month award twice in 2000.
• Responsible for representing Bankers Life senior care products as sales representative.
• Exceeded all management sales goals, including increasing new customers, and achieving
90% renewals.
Transamerica Intellitec- Software Sales 1998 -1999
• Sold real estate database to various local real estate entities, such as Coldwell Banker,
Gundaker, Commerce Bank, City of St. Louis.
• Achieved sales quotas established by upper management and ranked in Top 10 among
sales representatives.
• As a result of a merger with First American Real Estate Solutions, I was released by the
company.
O.K. Vacuum & Janitor Supply-Commercial Sales 1995 - 1998
• Started with company in retail sales and consistently achieved sales quotas in retail sales.
• Promotion to commercial sales in January 1996 and met sales quotas on a monthly basis.
• Maintained and grew customer base in St. Louis and Illinois territory by 20% in sales
revenue.
• Participated in manufacturer’s training programs.
Education: University of Missouri – St. Louis January 1997
B.S.B.A – Marketing
Activities: Special Olympics – Missouri – Volunteer coach. 1999 - Present
Down Syndrome Association – Speakers Bureau -2006
Knights of Columbus Member- November 2011- Present.