Sales Representative

M ARK REM I L LARD

612-***-**** m **********@*****.***

SALES MANAGEMENT & BUSINESS DEVELOPMENT PROFESSIONAL

Accomplished and loyal Sales Manager and Business Development Professional w ith over

a decade of experience in sales strategy, sales training design, materials development, forecasting,

client engagement, account management, and business visibility. Talented addressing sales team needs

w ith a proactive management and selling style designed to produce results. Results-oriented sales

leader with a foundation in financial services and the distinct ability to blend a consultative sales style

w ith an understanding of client needs in order to design and implement sales solutions. Dynamic

communicator recognized for cultivating long-term client relationships and consistently exceeding sales

goals in support of organizational success.

AREAS OF EXPER T ISE

Strategic Account Development ● Consultative Sales Style ● Sales Campaign Design ●

Marketing Strategy

Team Management & Training ● Operational Oversight ● Lead Development Skills

Networking & Presentations ● P rice & Contract Negotiation ● Terri tory & Business

G rowth

PRO F ESS IO NA L EXP ER I E NCE

F IS HER I N V EST ME N TS 2006 to 2012

Vice P resident, WealthBuilder P rogram

Successfully cultivated and closed new business opportunities, which led to achieving #1

i n sales for WealthBuilder in 2010 and 2011. Recognized for leading the team in most

f unded assets, representing more than $40M. Collaborated with the Sales

M anagement team and Human Resources department in constructing a dynamic 30-

member team. Designed and delivered the organization’s fi rst t raining program

customized for the WealthBuilder program.

PR IVATE CL I E N T GROUP 2006 to 2009

Senior Account Executive

Effectively identified and qualified more than 250 high net worth clients per week

t hrough a blended approach of marketing efforts, which consisted of direct mail,

I n ternet, and television marketing. Generated more than $5M in assets on a monthly

basis. Achieved 4 of 6 Ramp Rate bonuses during first two years of employment.

Recognized for playing an integral role in closing more than $200M in Private Client

G roup new business. Produced a new program that marketed to wealthy young

p rofessionals with more than $200k of assets.

F I D E L I TY I N V EST M E N TS 2005 to 2006

I nvestment Center, Investments Representative

Spearheaded direct sales of a comprehensive financial portfolio via the Fidelity

B rokerage Platform. Consistently met or exceeded sales quotas for each product line

d uring first year in position selling Insurance, Mutual Fund Wrap, and Fidelity Funds.

Nominated by colleagues for the Circle of Excellence in 2005.

STRONG I N VEST M E N TS 2000 to 2005

I nvestment Center, Investments Representative

Co-managed a satelli te office in Minneapolis for the organization, while overseeing a

$120M book of business. Achieved the highest retention rate of all satelli te

representatives and Top Sales Representative for 2003 and 2004. Directly reported to

t he Vice President of Retail Sales.

E D UCAT IO N

Bachelor of Science in F inance

Carlson School of Business, Cum Laude, University of Minnesota

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