Sales Manager

Title:Stephen CFPr

********@*****.***

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Name: steve white

Address: **** *********** ***

City: plano

State: TX

Zip/Postal Code: 75025

Country:

E-mail: ********@*****.***

Primary Phone: 972-***-****

Background

Most Recent Job Title: Financial Advisor

Most Recent Employer: VALIC

Career Level: Senior (Non-Manager)

Availability or Timeframe: Within 2 weeks

Authorized to work in the US: Yes

Security Clearance:

Do you have transportation: Yes

Over 18: Yes

Education: MBA

Languages Spoken: English

Job Preferences

Desired Salary: Open

Willing to Relocate:

Desired Job Titles:

Desired Job Types:

Work Status: Full Time

Desired Shifts:

Desired Travel:

Category: Banking/Finance, Financial Planning/Services, Sales/Business Development

Company Size:

Company Type:

Industry:

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Copyright c 1997- Lee Hecht Harrison, Inc.

Stephen (Steve) White, CFPr

1913 Switzerland Avenue, Plano, TX 75025

********@***.***, 972-***-****

FINANCIAL ADVISOR

INVESTMENT ADVISORY SERVICES

Twenty years experience in the brokerage industry wholesaling investment products to

brokers and consulting with individual clients on retirement income plans. Skilled in

analyzing and effectively communicating solutions to complex financial issues that result

in sales and client retention.

Wholesaled investment advisory services, mutual funds and insurance solutions to branch

representatives and management.

Helped formulate and deliver a series of messages reinforcing the value Fidelity provided

to clients during the fall 2008 financial crisis which aided client retention.

Provided and delivered topical information for weekly team meetings throughout the TX

market that resulted in actionable sales ideas.

Delivered numerous trainings and developed the Quarterly Market Update seminar into a

sales tool for insurance solutions and high net worth products.

Recognized as the strongest market update seminar presenter in TX. Delivered seminars to

high net worth clients, charitable gift fund RIA s throughout the TX market.

EXPERIENCE

VALIC, Dallas TX Current

Responsible for driving sales from retirement plan clients at UT Southwestern, local

colleges and medical practices. Duties included prospecting for new clients, client

retention, asset transfers into VALIC, sales of non retirement products to existing

clients and providing financial planning to clients.

ALLSTATE FINANCIAL SERVICES, Dallas TX, 4/20099/2009Personal Financial Representative

Consulted with exclusive Allstate agents to drive sales of life insurance and investment

products. Designed targeted referral program, met with clients and provided appropriate

solutions, worked with agents to identify prospects in existing property and casualty book

and designed marketing program.

FIDELITY INVESTMENTS, Dallas TX, 1996 - 2008

Vice President, Regional Planning Consultant

2005-2008

Driving the sales of mutual funds, investment advisory products and insurance solutions.

Supported all TX branches; up to five branches at any one time.

Functional lead for the Private Access representatives (clients with at least $1 million)

and successfully increased both the number of PA reps that were above goal in managed

money (28% to 52%) and insurance (63% to 96%) and the overall goal (managed money 67% and

insurance 103%) in 2008.

Stephen (Steve) White ********@***.*** Page Two

Trained all representatives on existing products, new products and changes to the

consultative guidance sales process. Worked with representatives and branches that were

below goal to get them performing in line with their role.

Developed a strategy to drive sales by packaging information obtained in the quarterly

FMR fund manager meetings into team meeting material delivered through out the TX market.

In 2008, this resulted in a 12% to goal increased in mutual fund sales while national

decreased 7%.

Developed a campaign with Portfolio Advisory Service (PAS), Fidelity s mutual fund wrap

account, and the TX market manager to reintroduce PAS to clients who previously declined

the service. This campaign provided language and a framework, resulting in TX going from

86% of goal to 101% of goal, an increase of $40 million in two months.

Effectively used consultative sales strategies with representatives and branch managers

to influence their actions without having managerial control over them.

Senior Investment Consultant & Team Leader

2003-2005

Responsible for PAS sales in 7 branches in CA and managing a team of Investment

Consultants (IC) in the Westlake phone site.

Implemented strategies to drive sales from below national to above national average. For

the first 5 months of 2005, these branches were 127% of their Investor Profile

Questionnaire (IPQ) goal and 120% of their sales goal. (The national averages were 106% of

96%).

Successfully implemented the OMEGA coaching model with a team of 5 IC s. Helped improve

the quality of their calls, motivate and develop team members. This resulted in an

improvement of the Team CEI score from 72 (Sept 03), 7% below average, to 87 (November 04)

above average.

Hired and managed members of team. Implemented action plans to get low performing team

members to perform within the parameters of their role or move to new roles.

Investment Consultant

2000-2003

Drove PAS sales in three Chicago branches and Salt Lake City Phone teams. Created reports

that served as a guide for the current national tracking report.

Retirement Consultant

1998-2000

Drove retirement and high net worth sales for the team and was 1st place in High Net

Worth sales for the department.

Financial Representative Durham NC

1996-1998

Sold a full range of financial products and services.

LSB FINANCIAL SERVICES, Lexington, NC, 1994-1996VP & Investment Executive

Established and managed a brokerage program for Lexington State

Bank.

IDS Financial Services, Greensboro, NC, 1988-1994

.

Personal Financial Planner

Stephen (Steve) White ********@***.*** Page Three

LICENSES

Insurance License, TX Department of Insurance, September 2006

Series 65 License NASD, May 1996.

Certified Financial Planner, CFP Board of Standards, April 1994.

Series 63 License NASD, October 1988.

Series 7 License NASD, October 1988.

EDUCATION

MBA,

Southern Methodist University, May 2003

B. A

. Economics & B. A. Business Management, North Carolina State University.

Advanced Training:

FUSION presentation training

OMEGA coaching training

Recent Recognition:

5 Star Wealth Manager Texas Monthly Magazine. August 2009 edition

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